Odoo POS Partial Credit Payment Create a new payment method as per admin preferences and enable it for use in the POS. Select a journal in Invoicing to activate the POS payment method for journal entries. Admin adds a payment method allowing partial amounts for credit with designated journals. Select the customer profile to enable credit and set limit amounts in the POS section. If 'Allow Credit' is disabled and another customer attempts to use credit payment, display a popup to select a valid customer. For customers with credit, enable both partial payment options for flexible transaction methods at POS. Display payment details on the POS receipt. The POS orders history list displays the total and due amounts for admin review. Check payment order details for partial payment transactions. Click 'Pay Credit' to proceed and review the credit amount before payment. When the payment amount is too high, a popup will alert you that it cannot exceed the credit granted. Partial payment details are included in the POS receipt. Access pay credit details in the POS order history list. Access installment information in the backend with tax details shown for both excludes and includes. Access payment details in the backend orders. Click on the Journal Entries tab for more details. Pay credit details can be viewed in the backend journal entries set by the admin". Show credit balance in the customer's profile. Balance due is updated in the customer credit amount list after paying credit". Admin selects the full amount to permit payment. Allow credit, but do not activate 'Allow Over Limit’. Select products for paying the full amount. When paying the full amount with multiple payment methods, a popup indicates partial payments are not allowed. Select the credit option to pay the full amount for the chosen customer, enabling credit allowance. Display payment information in the POS receipt. Access full payment order details in the backend POS orders. View payment details in the orders backend. View PDF related to partial credit payment amounts. Show a popup alert for credit limit customers attempting to pay over their limit.
Odoo POS Partial Credit Payment
Create a new payment method as per admin preferences and enable it for use in the POS.
Select a journal in Invoicing to activate the POS payment method for journal entries.
Admin adds a payment method allowing partial amounts for credit with designated journals.
Select the customer profile to enable credit and set limit amounts in the POS section.
If 'Allow Credit' is disabled and another customer attempts to use credit payment, display a popup to select a valid customer.
For customers with credit, enable both partial payment options for flexible transaction methods at POS.
Display payment details on the POS receipt.
The POS orders history list displays the total and due amounts for admin review.
Check payment order details for partial payment transactions.
Click 'Pay Credit' to proceed and review the credit amount before payment.
When the payment amount is too high, a popup will alert you that it cannot exceed the credit granted.
Partial payment details are included in the POS receipt.
Access pay credit details in the POS order history list.
Access installment information in the backend with tax details shown for both excludes and includes.
Access payment details in the backend orders.
Click on the Journal Entries tab for more details.
Pay credit details can be viewed in the backend journal entries set by the admin".
Show credit balance in the customer's profile.
Balance due is updated in the customer credit amount list after paying credit".
Admin selects the full amount to permit payment.
Allow credit, but do not activate 'Allow Over Limit’.
Select products for paying the full amount.
When paying the full amount with multiple payment methods, a popup indicates partial payments are not allowed.
Select the credit option to pay the full amount for the chosen customer, enabling credit allowance.
Display payment information in the POS receipt.
Access full payment order details in the backend POS orders.
View payment details in the orders backend.
View PDF related to partial credit payment amounts.
Show a popup alert for credit limit customers attempting to pay over their limit.

Odoo POS Partial Credit Payment

$50.00
Tax excluded

The POS Partial Credit Payment app streamlines the payment process by allowing customers to make partial payments using their available credit within the point-of-sale system. This capability is essential for businesses that want to provide flexible payment options. Admins can manage payment methods, set credit limits, and customize configurations according to business needs, making it easier to accommodate different customer profiles. With this module, both admins and POS users can access essential payment details and transparency in financial transactions.

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Description

Odoo POS Partial Credit Payment

Key Features:

  • Payment Method Management:- Admins can create new payment methods based on their preferences. They can enable or disable POS payment methods in the backend.
  • Integration with Journal Entries:- The app allows admins to enable the POS payment method for journal entries in the backend.
  • Flexible Payment Options:- Admins can choose between offering full-amount credit payments or partial-amount credit payments based on customer profiles and business preferences.
  • Credit Management:- Admins can select customers for credit, enable credit options, and set credit limits according to customer profiles, allowing tailored payment solutions for different clients.
  • User Notifications:- When the "Allow Credit" option is disabled, a popup alerts users attempting to use the credit payment option, prompting them to select an appropriate customer.
  • Detailed Payment Receipts and POS Orders in the Backend:- Display details regarding the selected payment option in the POS receipt, where receipt information is accessible to POS users, admins, and customers. In the backend, only admins can view payment details and history for POS orders.

Benefits:

  • Enhanced Customer Satisfaction
  • Increased Sales Flexibility
  • Streamlined Payment Processes
  • Improved Cash Flow Management
  • Accurate Financial Tracking
  • Customizable Payment Options

Steps:

  • Navigate to POS > Configuration > Payment Methods and enable or disable the payment methods.
  • Navigate to Invoicing > Configuration > Journals and enable POS Payment method for selected journal entries.
  • Go to POS settings, add a payment option, choose to allow credit in the credit payment section, and choose journal entry.
  • Navigate to Customers, choose a customer, enable 'Allow Credit' in the Sales & Purchase tab, adjust 'Allow Over Limit,' and enter the limit amount.
  • Go to the POS dashboard, choose the product, and select 'Allow Credit Customer' for payment.
  • After payment is successful,  show details about the selected payment option in the POS receipt. 
  • Click the Customer tab on the POS screen to view the customer list and credit amounts to pay the credit amount. Click the three lines, select 'Pay Credit,' and enter the amount as preferred.
  • Navigate to Invoice > Journals, click on the selected journal, and view journal entries for pay credit details.

Product Details

WBL-ODOO-083

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