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Hello Odooers
I have a question on the subject of accounting, we have a flow where clients from the client portal pay us invoices with payment methods enabled, when they pay the invoice is generated automatically. My question is, once the invoice is generated, is it possible in Odoo for the invoice to be automatically reconciled along with the bank statement?
If possible, what would be the configurations?
In Odoo, it is possible to automatically reconcile invoices with bank statements when clients pay through the client portal. This involves configuring automated bank reconciliation settings and ensuring proper payment acquirer setup. For more detailed information, you can refer to the [Odoo documentation : https://www.odoo.com/documentation/17.0/applications/finance/accounting/bank/reconciliation.html]
This will work if payment provider does not charge a fee. If there is a fee like MDR/TDR, then perhaps manual reconcile is needed i guess
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Gracias por tu amable respuesta.
¿Se pueden utilizar también plantillas de conciliación?
Principalmente porque nos interesa saber que cuando se crea la factura de forma automática también se realiza la conciliación con el extracto bancario, esto cuando el cliente nos paga con Paypal, Mercado Pago o Stripe desde el portal de clientes o sitio web.