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    Odoo POS Register Invoice Payments

    This guide describes the configuration and workflow for Odoo POS Register Invoice Payments. To know how to set up the configurations of Odoo POS Invoice Details, please refer to the User Guide for the base module.

    INTRODUCTION

    Invoices are an important part of any business! It is one of the main ways that businesses can improve their cash flow. The invoice provides a way to track the date a good was sold, how much money was paid, and any outstanding debt.

    Are you selling lots of products in POS every day? Hence, not able to have a proper record of each invoice payments. Odoo POS Register Invoice Payments module allows the seller to view, register or Unreconciled invoice payments in POS.

    Moreover, the seller can view the list of invoices associated with his customers directly from a running POS session. The cashier can register invoice payment with any of the options i.e, manually or by Outstanding credits of the associated customer.

    FEATURES

    • You can have a proper record of the invoice payments by registering them.
    • The module lets the POS user register invoice payments as well as view invoice payments in running POS Session.
    • The cashier can unreconciled payments of invoice in POS.
    • Payment of invoices can be done by customer’s available Outstanding credits or as well as a manual payment.
    • No back-end configuration is required.

    INSTALLATION

    1.) Once you purchase the Odoo POS Register Invoice Payments module From Webkul store, you will receive the link to download the zip file of the module.
    2.) Extract the file on your system after the download finishes. You will be able to see a folder named- “pos_register_invoice_payments”.
    3.) Copy and paste this folder inside your Odoo Add-Ons path.
    4.) Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.
    5.) Then, open on the Apps menu and click on ‘Update Modules List’.
    6.) In the search bar, remove all the filters and search “pos_register_invoice_payments”.
    7.) Now you will be able to see the module in the search result. Click on ‘Install’ to install it.

    WORKFLOW

    Front-end

    (1). After login to Odoo go to POS then go to any POS session you want.

    (2). Now navigate to the POS cart and go to customers by click on customer.

    (3). Here you can view the invoice of any customer, simply select the customer you want to see the invoices associated with.

    (4). Now click on “view invoices” and view the invoices associated with the customer you have selected.

    (5). By clicking on “Payment”, you can view and register the invoice payment.

    (6). The cashier can select the “Outstanding Credits” tab to register payment by using customer available Outstanding credits.
    Click on ‘Add’ button to use outstanding credit.

    (7). If the customer doesn’t have Outstanding credits or wishes to register payment manually, then select “Register Payment” tab and fill details:
    Select the payment method.
    Then, click the “Validate” button to register invoice payment.

    (8). The cashier can view invoice payments and unreconciled payments in POS. Now, select the “Unreconciled” tab to view invoice payments and click on the ‘unreconciled’ to unreconciled payment.

    NEED HELP?

    Did you find the guide helpful? Please feel free to share your feedback in the comments below.

    However, if you have any issues/queries regarding the module please raise a ticket at

    https://webkul.uvdesk.com/en/customer/create-ticket/

    For any doubt contact us at support@webkul.com

    Thanks For Paying Attention!!

    Current Product Version - 1.0

    Supported Framework Version - Odoo V13, V12, V11, V10

    . . .

    Comments (7)

    Add Your Comment

  • Smith
    Thanks for sharing the important and awesome information, Thank you.
    • Megha Joshi
      Hello Smith,
      Thanks for the valuable feedback and appreciation.

      Regards,
      Megha

  • harrybrooks
    Great post! Nice information keep sharing, Thank you.
    • Megha Joshi
      Hello Harrybrooks,
      Thanks for the feedback for further assistance kindly drop us a mail at support@webkul.com

      Regards,
      Megha

  • Carl
    This post give me lots of advise it is very useful. Thank you
  • Carl Glendon
    I liked this blog post very much! Really attractive facts!, Thank you.
    • Megha Joshi
      Hello Carl,
      Thanks for the feedback, for further assistance kindly drop us a mail at- support@webkul.com

      Regards,
      Megha

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