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Bank Charges in POS

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Required Apps Point of Sale (point_of_sale)
Discuss (mail)
Inventory (stock)
Invoicing (account)
Technical Name bi_pos_bank_charges
License OPL-1
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Technical Name bi_pos_bank_charges
License OPL-1

Introduction

Bank Charges in POS in Odoo empowers retail businesses to accurately account for bank-related fees during point-of-sale transactions. Whether it's a fixed amount or a percentage-based fee, this module integrates bank charges into POS payment workflows, automatically appending them to receipts and recording them in journal entries. Ideal for shops managing financial transparency and precision, it streamlines accounting and enhances tracking of additional payment costs.

Key Features

  • Apply bank charges within POS payment workflows—either fixed amounts or percentage-based—as applicable.

  • Configure payment methods in POS as “Bank type” with options to enable bank charge handling.

  • Includes bank charge as a distinct product line in POS and reflects it on payment receipts.

  • Automatically generates accurate journal entries, posting charges to defined accounts within Odoo accounting.

Benefits

  • Enhances POS financial accuracy with transparent inclusion of bank-related costs

  • Automates accounting treatment of bank fees—no manual journal entries required

  • Improves transaction clarity for both staff and customers by displaying charges clearly

  • Supports better revenue reconciliation and financial oversight at the POS level

Compatibility & Technical Details

  • Required Modules:

    • Point of Sale (point_of_sale)

    • Discuss (mail)

    • Inventory (stock)

    • Invoicing (account)

  • Technical Name: bi_pos_bank_charges

  • License: OPL-1 (Odoo Proprietary License v1.0)

Installation Steps (general outline):

  1. Ensure the required modules—POS, Discuss, Inventory, and Invoicing—are installed.

  2. Place bi_pos_bank_charges into your Odoo Add-Ons directory.

  3. Enable developer mode, update the module list, and install it.

  4. Configure payment methods in POS as “Bank type”, assign intermediaries, and activate bank charges.

  5. Define whether charges are fixed or percentage-based, select the product representing bank fee, and set the relevant account configuration.

  6. During POS operations, select the bank payment, validate, and observe bank charge line in orders, receipts, and corresponding journal entries.

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.