Hello all,
I have linked Odoo to the bank via Ponto so that all debits and credits to the bank are loaded directly into odoo.
But I find paying invoices quite cumbersome in odoo.
For an invoice, you must first check it, then "register payment" and enter the due date, then go to suppliers -> payments. then check the payment, then action -> create batch payment, confirm. then download the bank file. log in to the bank, upload batch payment and only then can you confirm.
so if you just want to pay 200 invoices per invoice, you have to go through all those steps 200x (I prefer not to pay anything in batch because of the overview on the bank).
I used exactly for this, there I went to invoice, tick and click on "process" and it was ready at the bank for payment on expiration date.
Understand from Ponto that this is something within Odoo.
Who knows if in some way it is still possible to submit every invoice to the bank with 1 push of a button for payment on the invoice date? and if so how? or why Odoo doesn't make this possible.
Daniel
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Comptabilitat
- Inventari
- PoS
- Projectes
- MRP
This question has been flagged
It sounds like you're looking for a way to automate the process of paying invoices in Odoo, so that you can pay multiple invoices with a single button click, and have the payments sent to the bank automatically on the invoice due date.
There are a few ways you can potentially automate this process in Odoo:
Use the Automated Payment Order module: This module allows you to automatically generate payment orders for invoices that are due. The payment orders can be sent to the bank automatically on the invoice due date, without the need to manually create and confirm them.
Use the Payment Acquirer module: This module allows you to configure different payment acquirers (such as banks) in Odoo, and allows you to automatically create and confirm payments through these acquirers.
Use the Bank Payment module: This module allows you to create payments directly from invoices, and it will automatically create the bank payment file.
Use the Account Payment module: This module allows you to register payments for invoices and automatically generate the bank files.
Automate the process by using the Odoo Studio or by creating a custom module. This would require some development knowledge and customization.
It's worth noting that these modules are not part of the core Odoo, so you will need to check if they are available for your version or you can download the module from Odoo App store.
It's also possible that the bank system you have linked to Odoo, Ponto, has some limitations in how payments can be sent, which is why the process is more cumbersome than you'd like. In this case, you may want to check with Ponto support to see if there are any additional options or settings that can be configured to streamline the process.
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