{"id":518889,"date":"2025-12-26T09:58:04","date_gmt":"2025-12-26T09:58:04","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=518889"},"modified":"2026-03-25T05:18:36","modified_gmt":"2026-03-25T05:18:36","slug":"odoo-website-order-advance-payment-document","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/odoo-website-order-advance-payment-document\/","title":{"rendered":"User Guide for Odoo Website Order Advance Payment\u00a0"},"content":{"rendered":"\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Introduction<\/h2>\n<\/div><\/div>\n\n\n\n<p><strong><a href=\"https:\/\/store.webkul.com\/odoo-website-order-advance-payment.html\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo Website Order Advance Payment<\/a><\/strong> enables customers to pay for their orders in multiple installments, making the checkout process smoother and more flexible.<\/p>\n\n\n\n<p>Each partial payment is automatically recorded, updating the linked sales order and invoice without manual intervention.<\/p>\n\n\n\n<p>The module provides clear installment details, allowing both customers and backend users to track payments and balances easily.<br><br><\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\"><strong>Prerequisites for using Odoo Website Order Advance Payment<\/strong><\/h2>\n<\/div><\/div>\n\n\n\n<p><strong>Odoo Website Order Advance Payment<\/strong> works in conjunction with the following module:<\/p>\n\n\n\n<p><a href=\"https:\/\/store.webkul.com\/odoo-sales-order-advance-payments.html\" target=\"_blank\" rel=\"noreferrer noopener\">Sales Order Advance Payments<\/a><\/p>\n\n\n\n<p>You must install the above-mentioned module to use the Odoo Website Order Advance Payment.&nbsp;&nbsp;<\/p>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Features<\/h2>\n<\/div><\/div>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Enable customers to pay in installments directly during website checkout for flexible purchasing.<br><\/li>\n\n\n\n<li>Configure custom installment amounts, percentages, and due dates per order.<br><\/li>\n\n\n\n<li>Provide admins with a complete backend overview of paid, pending, and upcoming installments.<br><\/li>\n\n\n\n<li>Automatically update sales orders and invoices whenever a partial payment is made.<br><\/li>\n\n\n\n<li>Display clear installment schedules and payment status in the customer portal.<br><\/li>\n\n\n\n<li>Generate transaction references for every payment for easy tracking and verification.<\/li>\n<\/ol>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Installation<\/h2>\n<\/div><\/div>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Once you purchase the App from Webkul store, you will receive a link to download the <span style=\"box-sizing: border-box; margin: 0px; padding: 0px;\">module&#8217;s<\/span>&nbsp;zip <strong>file<\/strong>.<\/li>\n\n\n\n<li>Extract the file on your system after download finishes. As a result, you will be able to see a folder named- \u2018website_order_advance_payments\u2019<\/li>\n\n\n\n<li>Copy and paste this folder inside your <strong>Odoo Add-Ons path<\/strong>.<\/li>\n\n\n\n<li>Now, open Odoo App and click on the Settings menu. Here, click on Activate <strong>Developer Mode<\/strong>.<\/li>\n\n\n\n<li>Then, open the Apps menu and click on \u2018<strong>Update Modules List<\/strong>.\u2019<\/li>\n\n\n\n<li>In the search bar, remove all the filters and search \u2018website_order_advance_payments\u2019<\/li>\n\n\n\n<li>You will be able to see the module in the search results. Click on \u2018<strong>Activate<\/strong>\u2019 to install it.<\/li>\n<\/ol>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Workflow<\/h2>\n<\/div><\/div>\n\n\n\n<p>Configuration of <strong>Odoo Website Order Advance Payment<\/strong><\/p>\n\n\n\n<p>1. From your Odoo backend, navigate to Website \u2192 Configuration \u2192 Payment Terms and create or edit a term to define installment amounts, percentages, and due dates.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/installment-payment-terms-configuration-2.webp\" alt=\"installment-payment-terms-configuration\" class=\"wp-image-518946\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/installment-payment-terms-configuration-2.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/installment-payment-terms-configuration-2-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/installment-payment-terms-configuration-2-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/installment-payment-terms-configuration-2-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>2. From your Odoo backend, go to <strong>Sales \u2192 Customers<\/strong><\/p>\n\n\n\n<p>Open a customer record, and select the desired installment-based <strong>Payment Terms<\/strong> under the <em>Sales &amp; Purchase<\/em> tab to apply them automatically during checkout.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/customer-payment-terms-setup.webp\" alt=\"customer-payment-terms-setup\" class=\"wp-image-518947\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/customer-payment-terms-setup.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/customer-payment-terms-setup-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/customer-payment-terms-setup-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/customer-payment-terms-setup-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>3. On the checkout page, on the payment screen, customers decide whether to pay the entire amount or proceed with the first installment only.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/checkout-select-installment-or-full-payment.webp\" alt=\"checkout-select-installment-or-full-payment\" class=\"wp-image-518949\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/checkout-select-installment-or-full-payment.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/checkout-select-installment-or-full-payment-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/checkout-select-installment-or-full-payment-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/checkout-select-installment-or-full-payment-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>4. After completing a payment, the confirmation page displays transaction details and, paid amount.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/payment-success-page.webp\" alt=\"payment-success-page\" class=\"wp-image-518950\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/payment-success-page.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/payment-success-page-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/payment-success-page-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/payment-success-page-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>5. All customer orders appear with clear payment status, showing installment progress and outstanding amounts.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/customer-installment-summary-1.webp\" alt=\"customer-installment-summary\" class=\"wp-image-518952\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/customer-installment-summary-1.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/customer-installment-summary-1-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/customer-installment-summary-1-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/customer-installment-summary-1-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>6. Customers click <strong>Pay Now<\/strong> directly on their sales order to complete upcoming installments through available payment methods.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/customer-portal-payment-window.webp\" alt=\"customer-portal-payment-window\" class=\"wp-image-518953\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/customer-portal-payment-window.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/customer-portal-payment-window-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/customer-portal-payment-window-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/customer-portal-payment-window-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>7. After clicking <strong>Pay Now<\/strong> on their sales order, customers can complete pending installments using available payment methods, and the system records the payment automatically.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/settled-order-summary.webp\" alt=\"settled-order-summary\" class=\"wp-image-518954\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/settled-order-summary.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/settled-order-summary-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/settled-order-summary-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/settled-order-summary-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>8. In <strong>Sales \u2192 Orders<\/strong>, after the customer completes the payment, all installment transactions appear with the payment date, journal, amount, and current status for easy tracking.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"1120\" height=\"880\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/order-payment-history.webp\" alt=\"order-payment-history\" class=\"wp-image-518955\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/order-payment-history.webp 1120w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/order-payment-history-300x236.webp 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/order-payment-history-250x196.webp 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2025\/12\/order-payment-history-768x603.webp 768w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<div class=\"wk-index-wrap\"><div class=\"block-wrap\">\n<h2 class=\"wp-block-heading index-title\">Need Help?<\/h2>\n<\/div><\/div>\n\n\n\n<p>Hope you find guide helpful! Please feel free to share your feedback in the comments below.<\/p>\n\n\n\n<p>If you still have any issues\/queries, please create a ticket at the <a href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/\" target=\"_blank\" rel=\"noreferrer noopener\">UV Desk<\/a>.<\/p>\n\n\n\n<p>I hope this helps. In case of any further queries, contact us at our <a href=\"mailto:support@webkul.com\" target=\"_blank\" rel=\"noreferrer noopener\">support mail<\/a>.<\/p>\n\n\n\n<p>Thanks for paying attention!!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 <a href=\"https:\/\/webkul.com\/blog\/odoo-website-order-advance-payment-document\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":737,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2007],"tags":[1267],"class_list":["post-518889","post","type-post","status-publish","format-standard","hentry","category-odoo","tag-odoo"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>User Guide for Odoo Website Order Advance Payment<\/title>\n<meta name=\"description\" content=\"Odoo Website Order Advance Payment lets customers pay in installments with automatic order updates, portal visibility.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, 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