Grouped Payment Receipt

This module extends the functionality of Odoo’s accounting module to support the generation of a grouped PDF receipt report for selected customer or vendor payments. It allows users to select payments from the same partner in the payment tree view and generate a consolidated report detailing the payments, associated invoices, withholdings, and exchange rates (if applicable).

Table of contents

• Install
• Usage
• Known issues / Roadmap
• Bug Tracker
• Credits
  • Authors
  • Contributors
  • Maintainers

Install

To install this module, you need to:

1. Clone or download the module into your Odoo addons directory.
2. Update the Odoo module list from the user interface (Settings > Modules > Update Modules List).
3. Search for "Grouped Payment Receipt" in the Apps menu and click "Install".

No additional non-Python dependencies are required.

Usage

1. Go to Invoicing > Payments.
2. Select one or more payments from the same customer or vendor in the tree view.
3. Click the "Generate Grouped Payment Receipt" button in the action bar.
4. A PDF report will be generated, displaying: - Partner details (customer or vendor). - A table of selected payments grouped by currency, including payment details, dates, and exchange rates (if the payment currency differs from the invoice currency). - A table of withholdings associated with the payments (if applicable). - A table of reconciled invoices with their dates, total amounts, and outstanding balances.
5. To view or reprint a previously generated receipt, go to Invoicing > Receivables > Grouped Payment Receipts (for customers) or Invoicing > Payables > Grouped Payment Receipts (for vendors).

The report title dynamically adjusts to "Receipt" for customer payments or "Payment Order" for vendor payments.

Known issues / Roadmap

• Known Issues: None identified at this stage.
• Roadmap: - Add optional filters for payment date ranges in the report generation. - Include additional payment details (e.g., more detailed withholding tax information) if required by localization. - Add a mechanism to prevent re-grouping of payments already included in a receipt.

Bug Tracker

For bug reports or support, please contact us at: * Help Contact: <support@onlyone.odoo.com>

Credits

Authors

• Be OnlyOne

Contributors

• Be OnlyOne
  • Matías Bressanello

Maintainers

This module is maintained by Be OnlyOne.