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Sale Payment Management

sale_payment_mgmt folder_open OCA/account-payment open_in_new
Sales/Sales License: AGPL-3

This addon adds a Payments (only customer payments) menu in Sales to users that belong to any of these Sales groups:

  • Sales / User: Own Documents Only
  • Sales / User: All Documents
  • Sales / Administrator

Show "Register payment" button in invoices (that allows a more faster creation and validation of related payments) to users in some of these above groups

Hide 'Vendor' option in Partner type about create payments if user not in Invoicing group

If users are in group "Sales / User: Own Documents Only", they can only view their payments (created by themselves).

auto_awesome What this module does

AI-generated from the code · Odoo 13.0

Sales users get a Payments menu in Sales to list and register customer payments, and a Register Payment button on invoices, without needing full accounting rights.

This module lets salespeople handle customer payments directly from the Sales app. A new Payments menu appears under Sales, opening a list of payments already filtered to incoming customer payments, so users can create and view them without going through Accounting.

On customer invoices, the Register Payment button is made available to sales users, so they can record a payment straight from the invoice. When a salesperson who is not in the Invoicing group opens a payment form, the Partner Type field only offers Customer, preventing them from recording vendor payments by mistake.

Visibility is controlled by sales role: - Sales users who only see their own documents can only view payments they created themselves. - Sales users who see all documents and sales managers can view all customer payments. - Accounting/Invoicing users keep full access to all payments.

Sales users can create payments but cannot modify or delete them, and they can read payment methods. The module touches account.payment, account.move and account.payment.method.

Depends on

paymentsale_managementsales_team

Menus it adds

Payments
Models and fields (1)
  • account.payment · extends an existing model

Text generated by AI (DeepSeek) from reading the Odoo 13.0 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: 1 confirmed, 8 with no information of 9 versions.

Sources · Odoo 13.0

Confirmed on 2026-11-03 in branch 13.0 of OCA/account-payment.

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.