| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 223 |
| Technical Name |
smart_payment_allocation |
| License | OPL-1 |
| Website | https://www.steigendit.com |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 223 |
| Technical Name |
smart_payment_allocation |
| License | OPL-1 |
| Website | https://www.steigendit.com |
| Versions | 18.0 19.0 |
This module allows matching multiple invoices/bills against a single payment in Odoo, improving payment reconciliation and accounting efficiency.
Smart Payment Allocation
Ready to simplify your payment reconciliation?
Match multiple invoices in one go!
contact@steigendit.com
+91 9746096939
Key Highlights
Compatible
Available in Odoo 18.0, 19.0 Community and Enterprise.
Multi-Invoice Matching
Allocate a single payment across multiple unpaid invoices or vendor bills with full control over amounts.
Auto Reconciliation
Automatically reconciles matched invoices — full or partial — with the payment journal entry on confirmation.
Payment Form
Create a new Customer or Vendor payment by entering the partner and amount. The Payment Matching tab is empty until you click Load Matching Lines to fetch all unpaid invoices for the selected partner.
Load Matching Lines
Click Load Matching Lines to automatically fetch all unpaid posted invoices for the selected partner. Invoices are listed with their date, total amount, and outstanding balance ready for selection.
Select & Allocate Amount
Tick the invoices you want to pay — the amount auto-fills with the full balance due. You can also enter a partial amount manually. The Total Matched Amount must equal the Payment Amount before confirming.
Validation Error
If the Total Matched Amount does not equal the Payment Amount, a validation error is shown on confirm. Adjust the amounts in the Payment Matching tab to proceed.
Invoice Reconciliation
Once payment is confirmed, the matched invoices are automatically reconciled. The invoice shows the paid amount, remaining balance, and any outstanding credits available for future payments.
Available in Odoo 19.0 Community and Enterprise.
Match multiple unpaid invoices or bills against a single payment.
Supports both full and partial reconciliation per invoice.
Works for both Inbound (Customer) and Outbound (Vendor) payments.
Validation prevents mismatched totals, zero amounts, and over-payment.
Reset to Draft safely un-reconciles all matched invoices automatically.
Latest Release 19.0.1.0.0
- Initial release of Smart Payment Allocation
- Payment Matching tab added to Customer and Vendor payment forms
- Load Matching Lines button to auto-load unpaid invoices for selected partner
- Auto reconciliation on payment confirmation (full and partial)
- Unreconcile on reset to draft
Industry Solutions
We deliver tailored Odoo ERP solutions across key verticals — helping businesses streamline operations, boost efficiency, and scale with confidence.
Manufacturing
End-to-end production planning, BOM management, work orders, and quality control to optimize your manufacturing floor.
Retail & eCommerce
Unified POS, online store, inventory, and customer loyalty solutions for seamless omnichannel retail experiences.
Trading & Distribution
Streamlined purchase, sales, and warehouse management for trading companies handling multi-channel distribution.
Healthcare & Services
Patient management, appointment scheduling, billing, and service delivery workflows built for healthcare providers.
Logistics & Supply Chain
Real-time fleet tracking, route optimization, warehouse automation, and supply chain visibility for logistics operations.
Construction
Project costing, subcontractor management, material planning, and site progress tracking for construction businesses.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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