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erp-manual:cloud:purchase:check-payment

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erp-manual:cloud:purchase:check-payment [2024/05/18 05:14]
Varun Nagrecha created 		erp-manual:cloud:purchase:check-payment [2024/05/20 04:21] (current)
Varun Nagrecha
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 This section covers the following points -  This section covers the following points - 
   * How to view payment status of Invoice    * How to view payment status of Invoice 
-  * How to view last 5 payments against the Supplier of the Invoice.+  * How to view recent payments against the Supplier of the Invoice.
  
  
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  ===== How to view payment status of Invoice =====  ===== How to view payment status of Invoice =====
  
-  * Open the Vendor Invoice for which you want to check the payment status from Odoo. + 1. The Outstanding field shows the amount left to be paid. The Finance Status field shows the status of the payment. The status can be Pending Settlement, Part Settled or Fully Settled based on the outstanding amount.
-  * Go to Transaction Actions section located below the Summary section. +
-  * Click on Check Payment Status button. +
-  * A popup is opened with the payment status from Odoo against that invoice.+
  
 +{{popup>erp-manual:cloud:purchase:invoicesummary.png?300}}
  
 + 2. System will automatically update Status and Outstanding of the invoice from Odoo, but it will fail in the following cases - 
 +     * Document Code id missing in Bill Reference field in Odoo Vendor Bill.
  
- ===== How to view last 5 payments against the Supplier of the Invoice. =====+{{popup>erp-manual:cloud:purchase:invoicemissingreference.png?300}}
  
-  * Open the Vendor Invoice for which you want to check the last 5 payments from Odoo.+     * Payment made but not reconciled with the Vendor Bill. 
 + 3. You can also check and update the payment status manually using the following steps -  
 +     * Open the Vendor Invoice for which you want to check the payment status from Odoo. 
 +     * Go to Transaction Actions section located below the Summary section. 
 +     * Click on Check Payment Status button. 
 + 
 +{{popup>erp-manual:cloud:purchase:invoicetransactionaction.png?300}} 
 + 
 +     * A popup is opened with the payment status from Odoo against that invoice. 
 + 
 +{{popup>erp-manual:cloud:purchase:invoicepaymentstatus.png?300}} 
 + 
 + 
 + 
 + ===== How to view recent payments against the Supplier of the Invoice. ===== 
 + 
 +In case payment is made but not reconciled against Vendor Bill, then use the Show Recent Payments button to see the recent payments done for that Supplier. 
 +  * Open the Vendor Invoice for which you want to check the recent payments from Odoo.
   * Go to Transaction Actions section located below the Summary section.   * Go to Transaction Actions section located below the Summary section.
-  * Click on Show Last 5 Payments button. +  * Click on Show Recent Payments button. 
-  * A popup is opened showing last 5 payment from Odoo against that the supplier in that invoice.+ 
 +{{popup>erp-manual:cloud:purchase:invoicetransactionaction.png?300}} 
 + 
 +  * A popup is opened showing recent payments from Odoo against that the supplier in that invoice. 
 + 
 +{{popup>erp-manual:cloud:purchase:invoicepaymentlist.png?300}}
  
  
erp-manual/cloud/purchase/check-payment.1716009269.txt.gz · Last modified: 2024/05/18 05:14 by Varun Nagrecha

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