Chapter: 4 - Financial management aspects of vendors and customers with Odoo Accounting

Manage the Vendor Bill Payments

The Vendor bills and their Payments can be effectively managed with the help of the dedicated management menu in the Odoo Accounting module. The management of the Vendor Bill Payments falls a priority in the operations with regards to the product procurement aspects of the company therefore, the need for a dedicated system of operations is inevitable. With the Odoo Accounting module, you will be able to define the aspects of the Vendor Bill Payments management in a synchronized as well as systematic way aspect of the company operations.

The following screenshots depict the Vendor Bill Payments management menu of the Odoo Accounting module. Here all the Payments on the Vendor Bills will be depicted. You can view the details such as the Date and the Bill number of the respective payment. In addition, the details of the Journals, Payment Method, Vendor details, Batch Payment information, Amount embedded along with the Currency of Payment, Status of the payment, and the SDD scheme will be described. You will have default Filter as well as Group by options allowing you to sort out the required Payment information. Additionally, you can use custom filtering as well as Group by options as per the need of filtration and can be configured as Favourites for future uses.

Manage the Vendor Bill Payments

You can create new Payments by selecting the Create option available which will depict you with the following creation menu where the Payments can be created. Here, you have to initially describe the Payment Type as Sent Money or Receive Money. Next, you have to define the Partner Type, Customer/Vendor details, Destination Account details, Amount allocated along with the Currency details, Date of the Payment, and the Memo can be defined. In addition, you can enable the Is Internal Transfer option which will define the Payment as Internal Transfer. The Journal can be selected for the drop-down menu along with the Payment Method which can be defined as Manual or Checks. The Recipient Bank Account Number can also be defined based on the need.

Manage the Vendor Bill Payments

As the configuration of the payment is completed the next step is to Confirm the Payments which has been defined which can be done by selecting the Confirm option that is available further these Vendor Payments can be added to the Vendor Bills of the vendor. Upon confirming the Payments, it will depict a label as Send as depicted in the following screenshot.

Manage the Vendor Bill Payments

Now when the Payment is done through Checks you need to select the Payment Method as Checks as depicted in the following screenshot.

Manage the Vendor Bill Payments

Once the Payment aspects are configured as Checks you can select the Confirm option that is available which will depict you with the Print Pre-Numbered Checks and the Next Check Number can be defined. Once the Print Pre-Numbered Checks are defined then the Print option can be selected.

Manage the Vendor Bill Payments

If you have not defined the Check Layout you will be depicted with the following warning message as depicted with the following image. You can select the Go To The Configuration Panel.

Manage the Vendor Bill Payments

This will take you to the Settings menu of the Accounting module were under the Vendor Payments menu where the Checks aspects can be configured. Here, the Check Layout can be enabled which can be selected as Print Check(TOP)- US, Print Check(MIDDLE)- US, or Print Check(BOTTOM)- US.

Manage the Vendor Bill Payments

In this manner, you can create new Payments which can be towards the vendors or the ones generated from them towards the company. The Odoo Payments management serves as the best tool in the aspects of management of the Accounting operations related to that of the financial aspect of these Payments. Let's now move on to the next section where the aspects of the Batch payments on vendor bills are defined.

whatsapp_icon
location

Calicut

Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635

location

Kochi

Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.

location

Bangalore

Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

Send Us A Message