Odoo Payment Screen
Screen Verified Tue Apr 28 2026 00:00:00 GMT+0000 (Coordinated Universal Time) For: FinanceAccounting Source: phase-4-uat-documents/2. Odoo ERP/4. Odoo - คู่มือสำหรับการฝึกอบรมผู้ใช้งานหลักระบบ ERP (User Manual).pdf Updated Tue Apr 28 2026 00:00:00 GMT+0000 (Coordinated Universal Time)
Odoo Payment Screen
Purpose
Payment screen patterns for vendor payment and customer receipt in Odoo ERP.
Vendor Payment Entry Rules
| Rule | Description |
|---|---|
| Source document | Vendor Bill, vendor credit note, or vendor debit note. |
| Eligible state | Source document must be Posted. |
| Eligible payment status | Not Paid or Partially Paid. |
| Hidden documents | Cancelled and fully paid documents are not shown for payment selection. |
Vendor Payment Fields
| Field | Description |
|---|---|
| Payment Date | Payment date. |
| Amount | Payment amount. |
| Memo | Payment reference. |
Vendor Payment Actions
| Action | Result |
|---|---|
| Register Payment | Opens payment creation. |
| Create Payment | Creates draft payment document. |
| Choose From Invoices | Select specific posted unpaid/partial documents. |
| Show All | Show all eligible documents for the partner. |
| Add Method | Add cash, transfer, QR Code, cheque, or other payment method. |
| Confirm & Close | Confirm payment method row. |
| Confirm | Draft → Posted. |
| Cancel | Only allowed while payment is Draft. |
| Reset to Draft | Reuse cancelled draft payment document. |
Payment Method Fields
| Method Type | Fields |
|---|---|
| Cash / Transfer / QR / Other | Method, Amount, Note |
| Cheque | Method, Cheque No., Bank Account, Partner, Amount, Pay, Currency, Reference, Journal, Cheque Date |
Customer Receipt Fields
| Field | Description |
|---|---|
| Payment Date | Customer receipt date. |
| Amount | Amount received. |
| Currency | Receipt currency. |
| Memo | Receipt memo/reference. |
| Payment Type | Payment type. |
| Customer | Customer. |
| Journal | Journal. |
| Doc No. / Due Date | Document reference and due date. |
| Untaxed Amount / Amount Total / Amount WHT / Balance / Amount Paid | Payment allocation amounts. |
| Remarks | Additional notes. |
Validation Rule
Customer receipt confirmation requires a payment method. If the user confirms without adding a method, the system warns the user.