Payment Status in Sale Order
Overview
Module 'Payment Status in Sale Order' integrates comprehensive payment tracking capabilities into the Sale Order. By displaying payment statuses such as "No Invoice", "Not Paid", "Partial Paid", "Fully Paid", and "Overdue" on both the Sale Order tree and form view, users gain full visibility into the financial state of their Sale orders. It automatically calculates the amount due based on linked invoices, handles payment status updates, and allows easy reconciliation of payments and invoices directly from the Sale order form. And Also Show detailed payment information directly on the Sale order form , including partial payments, full payments, and overdue status.
Hot Features
◆ Reconcile payments from the Sale Order
◆ Automatic Payment Status Updates
◆ Automatic Calculation of Amount Due
◆ Payment Info Display
◆ Filters by Payment Status
Features
◆ Show the current payment status ("No Invoice", "Not Paid", "Partial Paid", "Overdue", "Fully Paid") on both Sale Order Tree and Form views.
◆ Automatically calculate and display the amount due for each Sale order based on linked invoices.
◆ Show detailed payment information directly on the Sale order form, including partial payments, full payments, and overdue status.
◆ Register payments directly from the Sale Order form, automatically reconciling the bills and recalculating the amount due.
◆ Filter Sale Order by their payment status on the Sale Order Tree to easily identify overdue, partially paid, and fully paid Sale order.
◆ Supported in Odoo community and enterprise edition.
Payment Status in Sale Order
- Create a 'Sale Order'.
- After the Validate it goes into the 'No Invoice' state , if no Invoice was Create.
- Click on button 'Create Invoice' and after that from the 'Create Invoices' click button 'Create Draft Invoice'.
- Create invoice for Sale Order.
- Once a invoice is created, the payment status is updated to 'Not Paid', and the amount due is displayed on the form. If the user belongs to the 'Billing' group , the 'Register Payment' button will be visible.
- Click the 'Register Payment' button on the Sale Order form to initiate a payment.
- Enter an amount less than the Sale order's amount due, then click the 'Create Payment' button.
- After the payment is created, the payment status will be updated to 'Partial Paid', and the payment details will be displayed.
- Click the 'Register Payment' button and enter an amount same as the Sale order's amount due, then click the 'Create Payment' button.
- After the payment is created, the payment status will be updated to 'Fully Paid', and the payment details will be displayed.
- Create a Sale Order with multiple products and Validate it.
- Click on button 'Create Invoice' and create invoice for one product.
- Again Click on button 'Create Invoice' and create invoice for remain product.
- From the Sale Order form, make the first payment by clicking the 'Register Payment' button and entering an amount of $200.
- The first payment has been reconciled with the invoice INV/2024/00016.
- Return to the Sale Order form, click the 'Register Payment' button again, and enter an amount of $500.00 for the second payment.
- The second payment of $95 has been reconciled with the invoice INV/2024/00016.
- Additionally, $405 was reconciled with the invoice INV/2024/00017.
- Return to the Sale Order form, click the 'Register Payment' button again, and enter the remaining amount for the third payment.
- The third payment has been reconciled with the invoice INV/2024/00017.
- Create a Sale Order and Validate it.
- Click on button 'Create Bill' and create invoice with invoice date in the past.
- Once a invoice is created, the payment status is updated to 'Overdue', if the invoice date is in the past and still the invoice is not fully paid.
- Payment is not fully complete so still the payment status is 'Overdue'.
- Filters by Payment Status in tree view.
