Odoo 16 Community Book

Register Payment

Once you send the invoice to the respective recipients, the customer can check the invoice and complete the payment. Registering payment should be done after generating an invoice in the Odoo Invoicing module. The option for registering the payment will appear on the form view once you confirm the invoice.

Clicking on the Register Payment button will open a new pop-up window as shown below.

The Register Payment window will show the details of the Journal, Recipient Bank Account, Amount, Payment Date, and Memo. The payment will be registered in the journal specified in this window. After checking the details, you can click on the Create Payment button.

Once you complete this step, you can find the status of the corresponding customer invoices as paid.

In order to manage all such payments, you will get a specified platform under the Customers menu of the Invoicing module. This platform will record all customer payments in Odoo.

The list view of the Payments is shown above. The preview of the list includes the details of the Date, Number, Journal, Payment Method, Customer, Amount, and Status of the payment. You can also shift the view into Kanban and Graphical views.

Here, you can use Customer Payments, Vendor Payments, Internal Transfers, Draft, Posted, Sent, No Bank matching, Reconciled, Payment Date, and Check to Print as default filters. Use the Add Custom Filter option to create filters according to your demand.

In the Group By option, you will get Customer/Vendor, Journal, Payment Method Line, Status, Payment Date, Company, and Currency. Now, you can click on the New button to register a new payment from your customer. As shown in the image below, a new form view will appear where you can add details related to the payment.

If you are registering this payment for a transaction within the company, you can activate the Internal Transfer option. For customer payment, the Payment Type will be marked as Receive. You can specify the name of the Customer, Amount of the bill, Date, Memo, Journal to record the transaction, Payment Method, and Customer Bank Account in the corresponding fields. Once you mention the required details, you can confirm the payment using the Confirm button.

The window will show the Journal Entry smart button where you can observe the correposing journal entries recorded in the Odoo for this particular payment. If you have already sent the details of the payment to the respective customer, you can click on the Mark as Sent button.

In the Actions menu, you will get the Send Receipt By Email option that will help you to send the receipt of the payment to the concerned customer via mail. This is how we manage customer payment in Odoo 16.

Under the Vendors menu, you will get the Vendor Payment option which will help you to manage and monitor the vendor payments.

You can configure a new vendor payment by following the same method as that of the customer payment. Here, you can find that the Payment Type is marked as sent since we are sending the amount to the concerned vendor. In the Payment Method field, you will get Manual and Checks options to select. The checks option will allow you to pay the bill using a check. The window will show the Print Check option after confirming the payment.

You can click on this button to get a print of the check.