Sale Payment Sheet Financial Risk
Extends Partner Financial Risk to allows you to deduct from the risk the amounts collected on sale payment sheets pending reconciliation.
When Deduct Sale Payment Sheet is set each risk field is reduced depending of payment sheet invoice status (type of debt) and shows amounts grouped by field risk.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Adds a new risk amount on partners for payments collected on sale payment sheets that are still pending. You can deduct these pending amounts from the partner's financial risk and see them grouped by risk field.
This module extends the partner financial risk screen with a new amount called Total Sale Payment Sheet. It shows the sum of payment sheet amounts that are still waiting to be validated, so you can see how much money is on its way but not yet confirmed.
On the partner form, in the risk section, you get a new checkbox Deduct Sale Payment Sheet. When it is ticked, the pending payment sheet amounts are subtracted from the partner's risk fields, depending on the status of the related invoice. A clickable amount shows the detail grouped by risk field, and a pivot view on sale payment sheet lines lets you analyse the amounts by partner, invoice and sheet.
The module also adds a Limit Sale Payment Sheet field. Only payment sheet lines whose invoice is not fully paid and whose sheet or bank statement line is still open are taken into account. The computation is automatic and updates when payment sheet amounts or the checkbox change.
Depends on
Models and fields (1)
- res.partner · extends an existing modelsale_payment_sheet_ids, risk_sale_payment_sheet (Total Sale Payment Sheet), risk_sale_payment_sheet_info, risk_sale_payment_sheet_limit (Limit Sale Payment Sheet), risk_sale_payment_sheet_include (Deduct Sale Payment Sheet)
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: 4 confirmed, 5 with no information of 9 versions.
Sources · Odoo 13.0
Confirmed on 2026-11-03 in branch 13.0 of OCA/credit-control.
terminal Installation and usage
OCA documentation · Odoo 18.0Usage
Source · Odoo 18.0To use this module, you need to:
- Go to Customers \> Financial Risk
- You will see the new Sale Payment Sheet field that accumulates in negative sign the unreconciled payments so that this amount can be deducted from the risk.
- Set Deduct Sale Payment Sheet to reduce each risk field depending of payment sheet invoice status (type of debt).
No verified information in OCA: Installation, Configuration.
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.