Sales Order Payable

Overview

This submodule extends Odoo’s Sales functionality by allowing users to create and register payments directly from a Sale Order.

It also supports automatic invoice generation and reconciliation based on configurable payment rules.

Key Features

1. Register Payment from Sale Order

Once the module is installed:

• A “Register Payment” button is automatically added to the Sale Order form view
• The button is visible only when the Sale Order is in Confirmed state

Clicking this button opens a payment wizard where the user can specify:

• Journal
• Payment date
• Memo / reference
• Amount to be paid

2.

-        Linked Records Visibility

-        After a payment is created:

-        The Sale Order will display linked records, including:

-        Related invoices

-        Payment records

-        Paid and outstanding amounts

-        The system automatically shows reconciliation details between payments and invoices (if applicable)

Automatic Invoice Generation

Configuration

Under Sales → Configuration → Settings, a new option is available:

Automatic Invoice from Sale Payment

This setting controls when invoices are automatically generated after a payment is registered.

Available options:

• None – No invoice is created automatically
• Partial Payment – An invoice is generated even if the Sale Order is partially paid
• Full Payment – An invoice is generated only when the Sale Order is fully paid (Amount Due = 0)

When enabled, the generated invoice is:

• Automatically linked to the Sale Order
• Automatically reconciled with the created payment

Additional Functionality

Reconcile and unreconciled Existing Payments

The module also allows reconciliation of existing payments to a Sale Order or Invoice.

Steps:

1. Open the Payment record
2. Click Reconcile from the action (gear) menu

3. Choose the reconciliation mode:

   • Sale Order
   • Invoice
4. Select the target record
5. The system automatically displays the amount due
6. Click Apply to complete the reconciliation

The reconciliation is performed automatically once confirmed.

Other configurations

-        Auto Email sending of sale invoice

-        Payment terms option from sale order to invoice

-        Automatic Invoice Creation Boolean checkbox- for auto create invoice once paid

Summary

This submodule enhances payment handling in Sales by:

• Enabling direct payment creation from Sale Orders
• Supporting configurable automatic invoicing and payment terms
• Providing flexible reconciliation for existing payments

Improving traceability between Sale Orders, Payments, and Invoices