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Account Partial Payment Reconcile

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Required Apps Invoicing (account)
Discuss (mail)
Technical Name pw_partial_payment_reconcile
License OPL-1
Also available in version 15.0 14.0
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Technical Name pw_partial_payment_reconcile
License OPL-1
Also available in version v 14.0 v 15.0

Introduction

Partial Payment Reconcile in Odoo enhances standard reconciliation by enabling precise partial matching of payments across various documents—such as invoices, bills, credit notes, and refunds. This module adds a user-friendly "Partial Pay" button in relevant records that launches a reconciliation wizard, displaying outstanding amounts for accurate partial matching. Perfect for finance teams dealing with incremental payments, this solution ensures clarity and integrity in accounting workflows.

Key Features

  • Partial payment reconciliation available on invoices, bills, credit notes, and refunds through a dedicated button and wizard

  • Interactive payment wizard displays outstanding balance and allows users to allocate partial payments accurately

  • Compatible with both Odoo Community and Enterprise editions, maintaining flexibility for varied environments

Benefits

  • Speeds up reconciliation by simplifying complex payment allocations

  • Enhances accuracy with tailored handling of partial payment scenarios

  • Improves cash flow tracking and reporting for customers and suppliers

Compatibility & Technical Details

  • Required Module: Core Accounting (account) module is necessary for reconciliation functions

  • Technical Name: pw_partial_payment_reconcile

  • License: OPL-1 (Odoo Proprietary License v1.0), typical for specialized marketplace add-ons

Installation Steps (general outline):

  1. Ensure the Accounting module is installed in your Odoo instance.

  2. Place the pw_partial_payment_reconcile module in your Odoo add-ons directory.

  3. Activate Developer Mode, update the app list, and install the module.

  4. Once installed, the "Partial Pay" button will appear on invoices, bills, credit notes, and refunds—launch the wizard to reconcile partial payments.

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.