Introduction

The Odoo Invoice Payment Reconciliation module is a powerful tool designed to streamline the process of matching payments with their corresponding invoices or bills. This module provides a user-friendly interface that allows you to easily reconcile both full and partial payments against multiple outstanding documents from a single payment screen. By automatically picking up unpaid or partially paid invoices for a selected partner, it eliminates the need for manual searching and reduces the risk of errors. This is an essential solution for any business looking to improve the efficiency and accuracy of its accounts receivable and payable operations.

Key Features

• Reconcile from Payment Screen: Reconcile payments with multiple invoices or bills directly from the payment creation screen.

• Partial and Full Reconciliation: Supports both partial and full payment reconciliation for maximum flexibility.

• Automatic Invoice Fetching: The system automatically loads all unpaid or partially paid invoices for the selected customer or vendor.

• Payment Amount Validation: Prevents users from allocating more than the due amount for any given invoice.

• Automatic Reconciliation: Once the payment is posted, the system automatically reconciles the payment with the selected invoices.

• Clear Visibility: Provides a clear overview of the amount paid and the remaining due amount for each invoice.

• Seamless Integration: Works seamlessly with the Odoo Accounting module for a unified workflow.

Benefits

• Increased Efficiency: Drastically speeds up the payment reconciliation process by allowing you to handle multiple invoices at once.

• Improved Accuracy: Reduces the risk of manual errors by automating the invoice matching and reconciliation process.

• Streamlined Workflow: Simplifies the entire reconciliation process with a single, intuitive interface.

• Better Financial Control: Provides a clearer and more accurate view of your outstanding invoices and payment allocations.

• Enhanced User Experience: Offers a simple and straightforward way to manage even complex payment scenarios.

• Time-Saving: Eliminates the need to navigate to each individual invoice to register a payment, saving valuable administrative time.

Compatibility & Technical Details

• Required Modules: Invoicing (account), Discuss (mail)

• License: LGPL-3

• Technical Name: pw_invoice_payment_reconcile

• Installation:

  1. After purchasing the module, download the zip file.

  2. Extract the file to get the pw_invoice_payment_reconcile folder.

  3. Copy this folder into your Odoo addons directory.

  4. In your Odoo instance, activate developer mode.

  5. Go to the 'Apps' menu and update the module list.

  6. Search for the "Invoice Partial Payment Reconciliation" module and click 'Install'.