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Account Payment Installment App

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Required Apps Inventory (stock)
Invoicing (account)
Purchase (purchase)
Sales (sale_management)
Discuss (mail)
Technical Name account_payment_installment_app
License OPL-1
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Technical Name account_payment_installment_app
License OPL-1

Introduction

Enhance your customer service and improve your cash flow with the Account Payment Installment App for Odoo. This powerful and user-friendly module allows you to offer flexible payment plans to your customers, making it easier for them to purchase your products and services. By automating the creation and management of installment schedules, this app streamlines your accounts receivable process, reduces administrative overhead, and ensures that you get paid on time. It's the perfect solution for businesses looking to provide more payment flexibility while maintaining a clear and organized view of all outstanding installments.

Key Features

  • Flexible Installment Plans: Create customized installment plans for your customers, defining the number of installments, duration, and down payment amount.

  • Automated Calculation: The module automatically calculates the installment amounts and due dates based on your predefined settings.

  • Sales Order Integration: Seamlessly integrate installment plans with your sales orders, providing a clear and transparent payment schedule for your customers.

  • Automated Email Reminders: Set up automated email reminders to be sent to your customers before each installment due date, reducing the risk of late payments.

  • Detailed Payment Tracking: Keep a clear and detailed record of all installment payments, with a clear view of paid and outstanding amounts.

  • Invoice and Report Integration: The installment details are automatically included in the customer's invoice and can be printed on the sales order report.

Benefits

  • Increased Sales and Customer Loyalty: Attract more customers and build loyalty by offering flexible and convenient payment options.

  • Improved Cash Flow: A structured and automated installment process helps to ensure a more predictable and consistent cash flow.

  • Reduced Administrative Workload: Automate the entire installment management process, from calculation to reminders, saving you time and reducing administrative costs.

  • Minimized Late Payments: Proactive and automated email reminders help to reduce the number of late or missed payments.

  • Enhanced Customer Experience: Provide a professional and transparent payment experience for your customers, improving their overall satisfaction.

  • Greater Financial Control: Gain a clear and organized view of all your outstanding installment payments, giving you better control over your accounts receivable.

Compatibility & Technical Details

  • Required Modules: Inventory (stock), Invoicing (account), Sales (sale_management), Discuss (mail)

  • License: OPL-1

  • Technical Name: account_payment_installment_app

  • Installation: To install this module, add the module folder to your Odoo addons path. In developer mode, update the app list from the Apps menu and click on the "Install" button.

Odoo Account Payment Installment App


Odoo account payment installments app helps users to make payments in installments in the sale order. users can set the duration months and down payments amount for sales orders and according to that installment amount will be calculated automatically. this app also prints the payment installment details on the sales order report and invoice report.


Account Payment Installment Configuration

Users can set the payment installment configurations.

Create Sale Order Quotation

Users can create sale quotations and do the payment in installments.

View and Check the Payment Installment Details

After creating the payment user can see the pdf report of payments details.

Email Reminder to the Customers

Sends email reminder to the customers, about the payment date of the installment.

Email Reminder On the Payment Date

User can send email reminders, first before 2 days to the customers.


Description


Added New Configuration In User Menu

Added new account payment installment configuration in user.


Installment Details Page in Sale Order

Added new fields and functionality in installment details page.


Confirm Sale Order with Details

After adding the details in page by clicking on confirm button it will show payments and future payments dates and their status.


Installment Details Page in Invoice Order

By clicking on create payment it will popup the wizard.


Installment Payment wizard View

By clicking on create payment wizard button it will do the payment for a particular installment and the state will move to in paid state.


Payments Installment Done Details

Here, the user can see the done payments details.



PDF View of Payment Installment

By clicking on installment reports in invoice it will create the reports of payment installments.


Invoice Installment Payment Date Reminder

According to given payment date in the installment details, he/she would get reminder mail.


Reminder Emails Template

Customer(s) will get first email reminder two days before the payment date.



Our Services


Get In Touch


You will get 60 Days free support in case any bugs or issue.

For any query or support contact us without hesitation on

[email protected]

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.