This module extends the functionality of accounting to let you quickly
find which journal items are due today and register payments for them
individually, even if they are partial invoice payments. They also get
appropriately matched automatically.
In simpler words, you can find and register due payments, regardless if
the invoice had one or more payment terms.
This module was developed because in the invoices list view, Odoo only
displays the due date of each invoice’s last payment. However, most
times you only need to know which payments are due today, even if
there’s a later payment for that invoice.
At the same time, if you register a partial payment, Odoo will match it
only partially, even when that was the expected payment due.
When there are a lot of partial payments, it becomes impossible to
handle manually without a module like this one.
To use this module, if you’re using Odoo CE:
#. Activate the developer mode. #. Go to Settings > Users & Companies >
Groups. #. Edit Technical / Show Full Accounting Features. #. Add
yourself to Users
To find unmatched payments due today (or before):
- Go to Accounting > Accounting > Journals > Journal Items.
- Go to Filters > Overdue.
- Filter also by Filters > Receivable or Filters > Payable. You
can’t mix both in the next step.
- Select all payments to pay.
- Click on Actions > Register payment.
- Register the payment as you usually do from the invoices view.
Only those payments that you selected will be registered. They will
become fully matched.
Bugs are tracked on GitHub Issues.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
feedback.
Do not contact contributors directly about support or help with technical issues.