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 19.0.1.0.1
- 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.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 223 |
| Technical Name |
smart_payment_allocation |
| License | LGPL-3 |
| Website | https://www.steigendit.com |
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