This module allows salesmen to register payments in a new document called payment sheet, accessible only with the sales permission. This sheet includes the paid amount, and an optional reference to which invoice(s) is(are) being paid. This payment sheet will generate a bank statement when confirmed.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Salespeople can record customer payments on a simple 'payment sheet' without needing accounting rights. Confirming a sheet automatically creates a bank statement with the matching lines.
This module gives salespeople a lightweight way to register customer payments without giving them full accounting access.
- A new 'Payments' menu appears under the Sales menu, listing payment sheets. A separate 'Invoices' menu shows posted customer invoices and credit notes.
- On a payment sheet you pick a bank journal (only journals allowed for that user), a date and add lines. Each line links to a customer invoice, shows the partner, the amount and whether it is a partial or full payment.
- The amount is filled in automatically from the invoice's outstanding balance, and the sheet total is computed from its lines.
- A wizard ('Sale invoice payment') can be launched from selected invoices to build the payment sheet automatically, splitting the entered amount across the chosen invoices.
- Checks prevent saving a zero amount, paying more than the invoice residual, or paying the same invoice twice on open sheets.
- When you click 'Confirm sheet', a bank statement is created with one line per partner/reference (or per line), and the sheet becomes 'Validated'. A 'Bank statement' button opens it. 'Reset to New' deletes the statement, but only if no line is reconciled.
- A printable 'sale payment sheet summary' report lists the lines and total.
- Access rules limit salespeople to their own sheets; accountants and multi-company rules also apply.
Depends on
Required by other modules
Menus it adds
Models and fields (5)
- res.users · extends an existing modelcommercial_journal_ids (Allowed journals for commercial)
- sale.payment.sheet · new modeldate, name (Reference), state (Status), user_id (Responsible), line_ids (Sheet lines), reference (External Reference), company_id (Company), journal_id (Journal), currency_id (Currency), group_lines (Group statement lines by), amount_total (Total), statement_id (Bank statement), commercial_journal_ids
- sale.payment.sheet.line · new modelref (Reference), date, name (Label), note (Notes), state (Status), amount, sequence, sheet_id (Sheet), company_id (Company), invoice_id (Invoice), partner_id (Partner), transaction_type, statement_line_id (Statement Line), journal_currency_id (Journal's Currency)
- sale.invoice.payment.wiz · new modelref (Reference), amount, user_id (Responsible), journal_id (Journal), partner_id, currency_id (Currency), wiz_line_ids, commercial_journal_ids
- sale.invoice.payment.line.wiz · new modelstate, wiz_id, invoice_id, currency_id, is_selected, amount_total, invoice_date, amount_residual, invoice_date_due
Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 5 confirmed, 4 with no information of 9 versions.
Sources · Odoo 18.0
Confirmed on 2026-11-03 in branch 18.0 of OCA/sale-workflow.
terminal Installation and usage
OCA documentation · Odoo 18.0Configuration
Source · Odoo 18.0To configure this module, you need to:
- Go to Settings \> User and Companies \> Users
- Select the allowed journals to register payments
Usage
Source · Odoo 18.0To use this module, you need to:
Create manual payment sheet:
- Go to Sales \> Orders \> Payments.
- Create new payment sheet.
You can pay invoices directly, to do this:
- Go to Sales \> Orders \> Invoices.
- Select some invoices to pay.
- Click on Action \> Sale invoice payment.
- A wizard will be displayed and select journal and put amount that you want to pay.
Payment one invoice:
- Go to Sales \> Orders \> Invoices.
- Enter to invoice form.
- Click "register payment".
- A wizard will be displayed and select journal and put amount that you want to pay.
No verified information in OCA: Installation.
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.
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.