=====================
Register due payments
=====================
..
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.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
:target: https://odoo-community.org/page/development-status
:alt: Alpha
.. |badge2| image:: https://img.shields.io/badge/licence-LGPL--3-blue.png
:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
:alt: License: LGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--payment-lightgray.png?logo=github
:target: https://github.com/OCA/account-payment/tree/16.0/account_move_line_payment
:alt: OCA/account-payment
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/account-payment-16-0/account-payment-16-0-account_move_line_payment
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/account-payment&target_branch=16.0
:alt: Try me on Runboat
|badge1| |badge2| |badge3| |badge4| |badge5|
This module extends the functionality of accounting to let you quickly
find which journal items are due today and register payments for them
individually, even if they are partial invoice payments. They also get
appropriately matched automatically.
In simpler words, you can find and register due payments, regardless if
the invoice had one or more payment terms.
.. 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:
Use Cases / Context
===================
This module was developed because in the invoices list view, Odoo only
displays the due date of each invoice's last payment. However, most
times you only need to know which payments are due *today*, even if
there's a later payment for that invoice.
At the same time, if you register a partial payment, Odoo will match it
only partially, even when that was the expected payment due.
When there are a lot of partial payments, it becomes impossible to
handle manually without a module like this one.
Configuration
=============
To use this module, if you're using Odoo CE:
#. Activate the developer mode. #. Go to *Settings > Users & Companies >
Groups*. #. Edit *Technical / Show Full Accounting Features*. #. Add
yourself to *Users*
Usage
=====
To find unmatched payments due today (or before):
1. Go to *Accounting > Accounting > Journals > Journal Items*.
2. Go to *Filters > Overdue*.
3. Filter also by *Filters > Receivable* or *Filters > Payable*. You
can't mix both in the next step.
4. Select all payments to pay.
5. Click on *Actions > Register payment*.
6. Register the payment as you usually do from the invoices view.
Only those payments that you selected will be registered. They will
become fully matched.
Known issues / Roadmap
======================
- To use this new feature, you need full accounting permissions (a.k.a.
Bookkeeper).
- Invoicing users should be able too.
- A good improvement would be to display *Next due date* in invoices
views.
- Also to allow somehow paying only overdue payments when using the
register payment wizard.
- This feature already exists in Odoo 17 under *Invoicing >
Customers/Vendors > Amounts to settle*, so there's no need to
forward-port this module.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-payment/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-payment/issues/new?body=module:%20account_move_line_payment%0Aversion:%2016.0%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
-------
* Moduon
Contributors
------------
- Rafael Blasco (`Moduon <https://www.moduon.team/>`__)
- Jairo Llopis (`Moduon <https://www.moduon.team/>`__)
Other credits
-------------
The development of this module has been financially supported by:
- `Moduon Team S.L. <https://www.moduon.team/>`__
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-yajo| image:: https://github.com/yajo.png?size=40px
:target: https://github.com/yajo
:alt: yajo
.. |maintainer-rafaelbn| image:: https://github.com/rafaelbn.png?size=40px
:target: https://github.com/rafaelbn
:alt: rafaelbn
Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-yajo| |maintainer-rafaelbn|
This module is part of the `OCA/account-payment <https://github.com/OCA/account-payment/tree/16.0/account_move_line_payment>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": "=====================\nRegister due payments\n=====================\n\n.. \n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! source digest: sha256:b954e30cc41e6c3b424294b7eff1a2e1968588e534affb4f5275962087e9981d\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png\n :target: https://odoo-community.org/page/development-status\n :alt: Alpha\n.. |badge2| image:: https://img.shields.io/badge/licence-LGPL--3-blue.png\n :target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html\n :alt: License: LGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Faccount--payment-lightgray.png?logo=github\n :target: https://github.com/OCA/account-payment/tree/16.0/account_move_line_payment\n :alt: OCA/account-payment\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/account-payment-16-0/account-payment-16-0-account_move_line_payment\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png\n :target: https://runboat.odoo-community.org/builds?repo=OCA/account-payment&target_branch=16.0\n :alt: Try me on Runboat\n\n|badge1| |badge2| |badge3| |badge4| |badge5|\n\nThis module extends the functionality of accounting to let you quickly\nfind which journal items are due today and register payments for them\nindividually, even if they are partial invoice payments. They also get\nappropriately matched automatically.\n\nIn simpler words, you can find and register due payments, regardless if\nthe invoice had one or more payment terms.\n\n.. IMPORTANT::\n This is an alpha version, the data model and design can change at any time without warning.\n Only for development or testing purpose, do not use in production.\n `More details on development status <https://odoo-community.org/page/development-status>`_\n\n**Table of contents**\n\n.. contents::\n :local:\n\nUse Cases / Context\n===================\n\nThis module was developed because in the invoices list view, Odoo only\ndisplays the due date of each invoice's last payment. However, most\ntimes you only need to know which payments are due *today*, even if\nthere's a later payment for that invoice.\n\nAt the same time, if you register a partial payment, Odoo will match it\nonly partially, even when that was the expected payment due.\n\nWhen there are a lot of partial payments, it becomes impossible to\nhandle manually without a module like this one.\n\nConfiguration\n=============\n\nTo use this module, if you're using Odoo CE:\n\n#. Activate the developer mode. #. Go to *Settings > Users & Companies >\nGroups*. #. Edit *Technical / Show Full Accounting Features*. #. Add\nyourself to *Users*\n\nUsage\n=====\n\nTo find unmatched payments due today (or before):\n\n1. Go to *Accounting > Accounting > Journals > Journal Items*.\n2. Go to *Filters > Overdue*.\n3. Filter also by *Filters > Receivable* or *Filters > Payable*. You\n can't mix both in the next step.\n4. Select all payments to pay.\n5. Click on *Actions > Register payment*.\n6. Register the payment as you usually do from the invoices view.\n\nOnly those payments that you selected will be registered. They will\nbecome fully matched.\n\nKnown issues / Roadmap\n======================\n\n- To use this new feature, you need full accounting permissions (a.k.a.\n Bookkeeper).\n- Invoicing users should be able too.\n- A good improvement would be to display *Next due date* in invoices\n views.\n- Also to allow somehow paying only overdue payments when using the\n register payment wizard.\n- This feature already exists in Odoo 17 under *Invoicing >\n Customers/Vendors > Amounts to settle*, so there's no need to\n forward-port this module.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/account-payment/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us to smash it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/account-payment/issues/new?body=module:%20account_move_line_payment%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n-------\n\n* Moduon\n\nContributors\n------------\n\n- Rafael Blasco (`Moduon <https://www.moduon.team/>`__)\n- Jairo Llopis (`Moduon <https://www.moduon.team/>`__)\n\nOther credits\n-------------\n\nThe development of this module has been financially supported by:\n\n- `Moduon Team S.L. <https://www.moduon.team/>`__\n\nMaintainers\n-----------\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n :alt: Odoo Community Association\n :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\n.. |maintainer-yajo| image:: https://github.com/yajo.png?size=40px\n :target: https://github.com/yajo\n :alt: yajo\n.. |maintainer-rafaelbn| image:: https://github.com/rafaelbn.png?size=40px\n :target: https://github.com/rafaelbn\n :alt: rafaelbn\n\nCurrent `maintainers <https://odoo-community.org/page/maintainer-role>`__:\n\n|maintainer-yajo| |maintainer-rafaelbn| \n\nThis module is part of the `OCA/account-payment <https://github.com/OCA/account-payment/tree/16.0/account_move_line_payment>`_ project on GitHub.\n\nYou are welcome to contribute. 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