User Guide for Odoo POS Register Invoice Payments

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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 payment. 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

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

WORKFLOW

Once the installation is completed, login to the Odoo database from the backend and click on the ellipsis to select ‘Point of Sale‘ App.

After that, start any POS Session you want as shown.

POS Session

Now navigate to the POS cart and go to customers by clicking on the customer.

Here you can view the invoice of any customer, simply click on the ‘View Invoices‘ option to view the invoices of a particular customer.

Here, you can see the list of all the invoices generated for that customer.
Select any invoice you wish to see the details for.

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

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

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

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

Therefore, the you will be able to register invoice payments in POS.

OTHER RELATED MODULES FOR ODOO

NEED HELP?

If you have any issues/queries regarding the module please raise a ticket at https://webkul.uvdesk.com/en/customer/create-ticket/.

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