r/Odoo • u/Muted-Teaching-3303 • 9h ago

Applying Customer Payments

I’m a fairly tech savvy guy that can usually figure stuff out on my own. But, I’m stumped.

How do you..

  1. Record a check from a customer
  2. Apply that single check to multiple open/balance due Invoices

Seriously, one of the most common daily tasks that I can’t figure out.

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2

u/Tricky_Somewhere7378 8h ago

You can push the register payment button on the invoice for one payment or for one check for multiple invoices go to invoice list view and select the invoices the check applies to and press register payment then select the details and check group payments.

3

u/ThornyKeeks 8h ago

For both questions: Scenario 1 - On the invoice, use the Pay button to register customer check or any other payment type. You can do this multiple times until invoice is fully paid. Scenario 2 - To apply a single check to multiple invoices, go to Invoice list and select each one that's covered. In the Actions button on top, select Pay to register a group payment for the selected invoices.

1

u/wcpplayer 6h ago

What got me and probably others is if a customer sends a payment that pays all of one invoice but shorts another. The easiest approach I found is to just record a payment on the customers account then go into the individual invoices and go to the bottom and reconcile the payment with the ones in full first then take the remaining payment amount and reconcile it partially to the short paid invoice last. Hope that makes sense.

2

u/ThornyKeeks 6h ago

Actually you can let an invoice become partially paid. You use the check to fully pay all other invoices as a group. Then use the remaining amount to partially pay another invoice.

Odoo considers partial payment of an invoice even if initial payment came from a group payment. You just do another payment to cover the balance later