User Guide for Odoo Website Order Advance Payment 

Odoo Website Order Advance Payment enables customers to pay for their orders in multiple installments, making the checkout process smoother and more flexible.

Each partial payment is automatically recorded, updating the linked sales order and invoice without manual intervention.

The module provides clear installment details, allowing both customers and backend users to track payments and balances easily.

Odoo Website Order Advance Payment works in conjunction with the following module:

Sales Order Advance Payments

You must install the above-mentioned module to use the Odoo Website Order Advance Payment.  

1. Enable customers to pay in installments directly during website checkout for flexible purchasing.
   
2. Configure custom installment amounts, percentages, and due dates per order.
   
3. Provide admins with a complete backend overview of paid, pending, and upcoming installments.
   
4. Automatically update sales orders and invoices whenever a partial payment is made.
   
5. Display clear installment schedules and payment status in the customer portal.
   
6. Generate transaction references for every payment for easy tracking and verification.

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

Configuration of Odoo Website Order Advance Payment

1. From your Odoo backend, navigate to Website → Configuration → Payment Terms and create or edit a term to define installment amounts, percentages, and due dates.

2. From your Odoo backend, go to Sales → Customers

Open a customer record, and select the desired installment-based Payment Terms under the Sales & Purchase tab to apply them automatically during checkout.

3. On the checkout page, on the payment screen, customers decide whether to pay the entire amount or proceed with the first installment only.

4. After completing a payment, the confirmation page displays transaction details and, paid amount.

5. All customer orders appear with clear payment status, showing installment progress and outstanding amounts.

6. Customers click Pay Now directly on their sales order to complete upcoming installments through available payment methods.

7. After clicking Pay Now on their sales order, customers can complete pending installments using available payment methods, and the system records the payment automatically.

8. In Sales → Orders, after the customer completes the payment, all installment transactions appear with the payment date, journal, amount, and current status for easy tracking.

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