Odoo Help

0

2
5 Answers
1
dfgdfgdfg
10‏/6‏/2014 9:19 ص

You should have:

  • 2 journals: CC payments, Bank
  • 3 accounts: customer receivables, CC, Bank

Then:

  • when the customer pays with a credit card (upon reception of a confirmation email by the CC company): pay and reconcile the invoice with the journal "CC payments". (receivables -> CC)
  • when you record your bank statements, when you have a batch of payments, you do a transaction and record the CC fees at that time (CC -> bank)

Yoy may (or not, it's not required) reconcile the CC account, depending if you trust or not the CC company.

0
Roland Demey
4‏/7‏/2017 5:27 ص

Hello, Is the Credit card module you talk about also available for version 9 or version 10 ?

0
Avatar

Ray Carnes

--Ray Carnes--
20823
| 10 7 11
Greater Los Angeles, الولايات المتّحدة
--Ray Carnes--

Business Analyst

OpenERP 6.1, 7.0; Odoo 8.0, 9.0, 10.0, 11.0 and 12.0.

Completed Odoo Functional and Technical Training.

Functional Areas:

  • CRM/Sales

  • Inventory

  • Manufacturing

  • Accounting

  • Purchasing

Major Skills:

  • Business Process Reengineering

  • Efficiency Consulting

  • User Needs and GAP Analysis;

  • Functional and Technical Design;

  • Prototyping and Proof of Concepts;

  • Requirements Specifications;

  • Agile Implementation;

  • Data Migration;

  • Configuration & Customization (UI and code);

  • Integration - Odoo and non Odoo Applications and Services;

  • Training and Knowledge Transfer;

  • Go Live Support;

  • Helpdesk;

  • Version Upgrades and Migration.

  • Accounting Expert.

I have over 20 years of experience empowering and enabling users with enterprise information systems that make a real and measurable difference in their ability to proactively manage their businesses and organizations. 

I am a skilled Communicator and I only take the serious things seriously!

Ray Carnes
9‏/8‏/2013 4:13 م

Perhaps a better way to manage credit card purchases is by using a module we wrote.

account_payment_cc at https://launchpadlibrarian.net/137096497/account_payment_cc_README.pdf

This module provides a way to record Credit Card purchases and to pay them in the same way regular purchases are recorded (via Supplier Invoices) and paid (via Supplier Payments).

It automates the creation of the Manual Journal Entry required to move the AP to the Credit Card Company, retains all information about the purchase in an Invoice document, and leverages the standard purchase and payment workflows already in place for bank and cash payments.

1 Comment
Pascal Tremblay
25‏/1‏/2015 6:37 ص

this module is great! No prob yet.

Ask a Question
Writer
Keep Informed
0 follower(s)
About This Community

This platform is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.

Register