Odoo Community Association

Account Payment Register - Keep Draft

Alpha License: AGPL-3 OCA/account-invoicing Translate me on Weblate Try me on Runboat

This module introduces a feature that allows payments to be configured to either remain in a Draft state or follow the standard process and be marked as Paid immediately upon registration.

By enabling the draft state option, this module ensures that payments can undergo an approval or recheck process before being finalized. This adds an additional layer of control and accuracy to the payment workflow.

Important

This is an alpha version, the data model and design can change at any time without warning. Only for development or testing purpose, do not use in production. More details on development status

Table of contents

Configuration

This module allows you to configure the state of payments for two payment types: Vendor Payment and Customer Payment.

  1. Go to Invoicing > Configuration > Settings > Customer Payment or Vendor Payment
  2. By default, the field Register Payment to State is set to Posted (standard behavior). You can change it to Draft to enable additional approval or recheck processes before marking the payment as finalized.
  3. Click Save to apply the changes.

Usage

To use this module, follow these steps:

  1. Configure the payment settings as needed (e.g., set payments to start in the Draft state).
  2. After configuration, you can register a payment. The payment will initially be set to the Draft state.
    • The reconcile move line will be keep in the to_auto_reconcile field.
    • Once the payment is confirmed, the to_auto_reconcile field will be cleared, and the payment will proceed to the finalized state.

Bug Tracker

Bugs are tracked on GitHub 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.

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

Credits

Authors

  • Ecosoft

Maintainers

This module is maintained by the OCA.

Odoo Community Association

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.

Current maintainers:

Saran440 ROBBYHOOD9

This module is part of the OCA/account-invoicing project on GitHub.

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