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Account Payment Base OCA - Sale

account_payment_base_oca_sale folder_open OCA/bank-payment-alternative open_in_new
Banking addons License: AGPL-3

This modules improves the implementation of Payment Mode of sale orders:

  • it adds the Payment Mode field in Sales > Reporting > Sales
  • it updates the Quotation / Order report with Payment instructions

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Adds a preferred payment method to sale orders, shows it in the Sales analysis report and prints payment instructions on quotations and orders.

This module links a payment method to each sale order and makes it visible in reporting and on customer documents.

  • On a sale order you can choose a preferred payment method. Only incoming payment methods that are selectable and belong to the same company are offered.
  • The Sales analysis report (Sales > Reporting > Sales) gains a Payment Method column, hidden by default, and a Payment Method grouping filter so you can analyse sales by payment method.
  • The quotation and sales order PDF report now prints a "Payment Mode" section with the payment instructions configured on the selected payment method, shown after the payment terms note.

It also changes how invoices are grouped: when several sale orders are invoiced together, orders are only grouped if they share the same preferred payment method, so each invoice keeps the correct payment instructions.

The module works on sale.order and sale.report and is installed automatically when its dependencies are present.

Required by other modules

Models and fields (2)
  • sale.order · extends an existing modelpreferred_payment_method_line_id
  • sale.report · extends an existing modelpreferred_payment_method_line_id (Payment Method)

Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 2 confirmed, 7 with no information of 9 versions.

Sources · Odoo 19.0

Confirmed on 2026-11-03 in branch 19.0 of OCA/bank-payment-alternative.

terminal Installation and usage

No verified information

Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.