Metadata-Version: 2.1
Name: odoo-addon-sale_payment_sheet
Version: 18.0.1.0.0.3
Requires-Python: >=3.10
Requires-Dist: odoo==18.0.*
Summary: Allow to create invoice payments to commercial users without accounting permissions
Home-page: https://github.com/OCA/sale-workflow
License: AGPL-3
Author: Tecnativa, Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Classifier: Development Status :: 4 - Beta
Description-Content-Type: text/x-rst

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==================
Sale payment sheet
==================

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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.

**Table of contents**

.. contents::
   :local:

Use Cases / Context
===================

Since Odoo restricted the permission for commercial users to create bank
statements we created this module so that they can keep track of
customer payments, especially in the case of cash payments, basically
the commercial user records the payments in the 'payment sheet' and when
validated by a responsible person the bank statement is created.

Configuration
=============

To configure this module, you need to:

1. Go to Settings > User and Companies > Users
2. Select the allowed journals to register payments

Usage
=====

To use this module, you need to:

Create manual payment sheet:

1. Go to Sales > Orders > Payments.
2. Create new payment sheet.

You can pay invoices directly, to do this:

1. Go to Sales > Orders > Invoices.
2. Select some invoices to pay.
3. Click on Action > Sale invoice payment.
4. A wizard will be displayed and select journal and put amount that you
   want to pay.

Payment one invoice:

1. Go to Sales > Orders > Invoices.
2. Enter to invoice form.
3. Click "register payment".
4. A wizard will be displayed and select journal and put amount that you
   want to pay.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/sale-workflow/issues/new?body=module:%20sale_payment_sheet%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Tecnativa

Contributors
------------

- `Tecnativa <https://www.tecnativa.com/>`__:

  - Carlos Dauden
  - Sergio Teruel
  - César A. Sánchez
  - Carolina Fernandez
  - Víctor Martínez

- `APSL-Nagarro <https://apsl.tech>`__:

  - Antoni Marroig <amarroig@apsl.net>

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

.. |maintainer-sergio-teruel| image:: https://github.com/sergio-teruel.png?size=40px
    :target: https://github.com/sergio-teruel
    :alt: sergio-teruel

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-sergio-teruel| 

This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/18.0/sale_payment_sheet>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
