Metadata-Version: 2.1
Name: odoo-addon-account_payment_state_keep_draft
Version: 18.0.1.0.0.3
Requires-Python: >=3.10
Requires-Dist: odoo==18.0.*
Summary: Allow register payment to keep draft state
Home-page: https://github.com/OCA/account-invoicing
License: AGPL-3
Author: Ecosoft, 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 :: 3 - Alpha
Description-Content-Type: text/x-rst

.. image:: https://odoo-community.org/readme-banner-image
   :target: https://odoo-community.org/get-involved?utm_source=readme
   :alt: Odoo Community Association

=====================================
Account Payment Register - Keep Draft
=====================================

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    :alt: OCA/account-invoicing
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    :alt: Translate me on Weblate
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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 <https://odoo-community.org/page/development-status>`_

**Table of contents**

.. contents::
   :local:

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 <https://github.com/OCA/account-invoicing/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/account-invoicing/issues/new?body=module:%20account_payment_state_keep_draft%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
-------

* Ecosoft

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

- `Ecosoft <http://ecosoft.co.th>`__:

  - Saran Lim. <saranl@ecosoft.co.th>
  - Nakrobs <nakrobs@ecosoft.co.th>

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-Saran440| image:: https://github.com/Saran440.png?size=40px
    :target: https://github.com/Saran440
    :alt: Saran440
.. |maintainer-ROBBYHOOD9| image:: https://github.com/ROBBYHOOD9.png?size=40px
    :target: https://github.com/ROBBYHOOD9
    :alt: ROBBYHOOD9

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

|maintainer-Saran440| |maintainer-ROBBYHOOD9| 

This module is part of the `OCA/account-invoicing <https://github.com/OCA/account-invoicing/tree/18.0/account_payment_state_keep_draft>`_ project on GitHub.

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