Simplifying Partial Payment Reconciliation in Invoices

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Overview

The Invoice Partial Payment Reconciliation Odoo app is a valuable tool for managing customer or vendor payments, allowing users to register partial payments with write-offs and reconciliation. From the invoice screen, you can select an existing payment and record a partial payment for the invoice, including the option for write-offs. This module enables the creation of single or multiple invoices/bills for partial payments. Additionally, users can easily view the remaining outstanding credit or debit amount for partially paid invoices.

Features

Supports partial payment reconciliation for both customer invoice and vendor bills.
Customers can make partial payments, and the remaining outstanding balance for the selected customer will be recorded as credit.
Vendors can make partial payments, and the remaining outstanding balance for the selected vendor will be recorded as debit.
A user can apply a single invoice or bill to make a partial payment.
A user can select multiple invoices or bills from a single wizard to make a partial payment.
Supported both Community and Enterprise editions.
Easy to use.

Partial Reconciliation for Single Invoice

Create a new payment for Customer/Vendor.

Create a new invoice for a Customer. Here you can view the customer's pending credit payment. When you click on the "Add" button, a payment wizard will open.

In standard Odoo, there is no option for partial reconciliation of an invoice, but with this wizard, you can make a partial payment towards the invoice.

You can view that a single customer invoice has been partially paid, and the remaining outstanding credit payment for the customer is also calculated.

Partial Reconciliation for Multiple Invoice

Add new menu name Partial Payments under the Customer menu as well as vendors menu. When you click on Partial Payments one wizard will be open.

In this wizard, you can select a partner, and based on that partner, the residual amount will be calculated. Then, you can select multiple invoices and enter the payment amounts, and the remaining balance will be automatically calculated. After that, click the "Register Payment" button to complete the process.

You can see that multiple customer invoices have been partially paid, and the remaining outstanding credit payment for the customer is also calculated.

Partial Reconciliation for Single Vendor Bill

Create a new bill for a Vendor. Here, you can view the vendor's outstanding debit payment. When you click the "Add" button, a payment wizard will open.

In standard Odoo, there is no option for partial reconciliation of a vendor bill, but with this wizard, you can make a partial payment towards the bill.

You can see that a single vendor bill has been partially paid, and the remaining outstanding debit payment for the vendor is also calculated.

Partial Reconciliation for Multiple Vendor Bill

In this wizard, you can select a partner, and based on that partner, the residual amount will be calculated. Then, you can select multiple bills and enter the payment amounts, and the remaining balance will be automatically calculated. After that, click the "Register Payment" button to complete the payment.