[IMP] accounting: update the information on recording payments #2567
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@jcs-odoo I had already reviewed the PR and it looked good to me :) |
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| the invoice directly. | ||
| When a new payment is registered via the menu :menuselection:`Customers or Vendors --> Payments`, it | ||
| is not directly linked to an invoice or bill. Instead, the account receivable or the account payable | ||
| are matched with an manually with outstanding account until they are manually matched with their |
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? you probably forgot to fix this sentence.
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Instead, the account receivable or the account payable are matched with the outstanding account until they are manually matched with their related invoice or bill.
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| The easiest way of reconciling a payment with an invoice is to do so on | ||
| the invoice directly. | ||
| When a new payment is registered via the menu :menuselection:`Customers or Vendors --> Payments`, it |
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| When a new payment is registered via the menu :menuselection:`Customers or Vendors --> Payments`, it | |
| When a new payment is registered via the menu :menuselection:`Customers / Vendors --> Payments`, it |
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| The :guilabel:`information icon` near the payment line displays more information about the payment. | ||
| When clicking on :guilabel:`View` you can access additional information such as the related journal | ||
| entry. |
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- no guilabel here
- More active formulation
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| The :guilabel:`information icon` near the payment line displays more information about the payment. | |
| When clicking on :guilabel:`View` you can access additional information such as the related journal | |
| entry. | |
| The information icon near the payment line displays more information about the payment. You can | |
| access additional information such as the related journal by clicking on :guilabel:`View`. |
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| When you click on :guilabel:`Register payment` in a customer invoice or vendor bill, it generates a | ||
| new journal entry, and changes the amount due according to the amount of the payment. | ||
| The counterpart is reflected in an outstanding receipts or payments account. At this point, the | ||
| customer invoice or vendor bill is marked as :guilabel:`In payment`. Then, when the outstanding | ||
| account is reconciled with a bank statement line, the invoice or vendor bill changes to the | ||
| :guilabel:`Paid` status. |
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| .. image:: recording/recording03.png | ||
| :align: center | ||
| When validating a new invoice or bill, a blue banner appears when there is an outstanding payment |
| :align: center | ||
| When validating a new invoice or bill, a blue banner appears when there is an outstanding payment | ||
| for this specific customer or vendor. It can easily be matched from the invoice or the bill, | ||
| clicking on :guilabel:`ADD` under :guilabel:`Outstanding Credits` or :guilabel:`Outstanding Debits`. |
| Batch payments allow you to group different payments to ease reconciliation. They are also useful | ||
| when depositing checks to the bank or for SEPA Payments. | ||
| Go to :menuselection:`Accounting --> Customers --> Batch Payments` or :menuselection:`Accounting --> | ||
| Vendors --> Batch Payments`. In the :guilabel:`list view` of payments, you can select several |
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Change line 36-38 from 15.0 |
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@robodoo r+ |
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closes #2567 Id: 2258464 Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
This was referenced Sep 5, 2022
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I accidentally closed the previous branch (#2372)