Payment with Payment Lines
| Technical name | to_account_payment |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/15.0/to_account_payment |
| Read description for | v 13.0 v 14.0 v 16.0 v 17.0 |
| Required Apps | Discuss (mail) Invoicing (account) |
| Included Dependencies | Account Reconciliation Widget Accounting Customization |
| Extensions | Viin HR Expenses |
Demo video: Payment with Payment Lines
The problem
1. Currently, Odoo has 3 payment methods. Users can't create multiple payable/receivable lines in one payment:
Receive:
- Debit: Cash account (Cash in bank account);
- Credit: Accounts receivable.
Send:
- Debit: Accounts payable;
- Credit: Cash account (Cash in bank account).
Internal transfer:
- Debit: Cash account (Cash in bank account);
- Credit: Cash account (Cash in bank account).
2. The journal items related to unrealized debts of partners have not been suggested yet.
Solutions
1. Improve the Payments in Accounting software.
When the user selects the payment type as Send or Receive in the payment, the system will allow them to add the payable or receivable lines on the Payment Details tab with editable account and money amount.
If the Payment details tab doesn't have any line, the system will use the default account to generate the journal entry, for example:
- [1] Debit (accounts payable): $100;
- [2] Credit (Cash account): $100.
If you add the payment lines, the system will generate the journal entry base on the payment lines, for example:
- [1] Debit (accounts payable 1): $50;
- [2] Debit (accounts payable 2): $30;
- [3] Debit (accounts payable 3): $20;
- [4] Credit (Cash account): $100.
2. Automatically suggest journal items related to the partner's debts that have not been reconciled with the payment.
This will save time for employees and reduce the risk of mistakes.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_account_payment.
- Press Install.
- Note: To see the full features, you need to install the to_account_accountant module.
Instruction
Instruction video: Payment with Payment Lines
- Step 1: Create and confirm the bill.
- Step 2: Record and confirm the payment.
When checking the Suggest line option on the Payment view, the software will automatically suggest Payment details lines that have not been reconciled for this partner's payment.
- Step 3: Check the journal entry
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.