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POS Payment Reference Details

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Required Apps Point of Sale (point_of_sale)
Discuss (mail)
Inventory (stock)
Invoicing (account)
Technical Name yc_pos_payment_ref
License OPL-1
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Technical Name yc_pos_payment_ref
License OPL-1

Introduction

The POS Payment Reference module enhances payment processes within the Odoo Point of Sale system by enabling staff to input custom reference notes directly on payment lines during checkout. This feature adds clarity and traceability to each transaction, helping businesses capture essential details like invoice numbers, order codes, or custom comments for improved reconciliation or audit purposes.

Key Features

  • Allow users to enter a reference note on each POS payment line during checkout

  • Optionally enable or disable reference input through backend configuration

  • Ensure reference field is printed or stored alongside payment records for transparency

  • Seamless integration into existing POS payment workflows without disrupting the user experience

Benefits

  • Improve payment traceability and simplify reconciliation processes

  • Enable clear audit trails by attaching meaningful references to POS payments

  • Support use cases that require extra context, such as tracking invoice numbers or customer order codes

  • Enhance accounting accuracy and reporting with richer payment data captured at the point of sale

Compatibility & Technical Details

Technical Name: yc_pos_payment_ref

Required Modules: Point of Sale

License: Odoo Proprietary License v1.0 (OPL-1)

Installation Steps:

  1. Place the module folder into your Odoo add-ons directory.

  2. Activate developer mode and refresh the application list.

  3. Locate and install the yc_pos_payment_ref module.

  4. Configure POS settings to enable or disable payment reference input as needed.

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POS: Payment Reference Details

Description

POS: Payment Reference Details module enhances the Odoo Point of Sale (POS) system by enabling cashiers and users to enter a payment reference when processing payments through card, UPI, or other digital payment providers. Odoo's default POS system lacks a built-in functionality to capture payment reference details, which is crucial for validating transactions.

Key Features:
Payment Reference Entry: Requires cashiers to input a payment reference number when processing payments via digital payment methods.
Easily Toggle Functionality: Enable or disable the payment reference requirement in POS settings to suit your business needs.
Payment Reference in Payment Lines: Easily keep track of payment details by storing references directly in your POS transactions.
Audit & Record Keeping: Stores payment references for future verification and reconciliation.

Benefits:
Ensures payment validation before completing transactions.
Reduces discrepancies and fraud risks in digital payments.
Improves financial record accuracy for audits and reconciliation.

This module is a must-have for businesses using digital payment methods in Odoo POS, ensuring secure and verified transactions.

Installation & Configuration
Configuration:
After installing the POS: Payment Reference Details module, a configuration page will be available for each POS store. You can configure the Payment Reference Details settings from Configurations > Settings in the POS store configuration.
configuration
Enabling the Allow Payment Reference for Payment Methods setting for a POS store lets you manage payment reference details for selected payment methods in POS transactions. This helps ensure accurate payment validation, reduce errors, and improve transaction tracking for better financial reconciliation.
configuration
When a customer makes a payment using a method that requires a payment reference, a Payment Reference button will be available for that transaction. Clicking this button opens a popup where the cashier/user can enter the payment reference details.
configuration
configuration
After entering the payment reference details, click the Confirm button. Upon validating the payment, the entered reference details will be stored in the POS Payment record in the backend.
configuration
configuration
Demo Video
POS: Payment Reference Details
demo

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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
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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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