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I am using odoo 16 saas.

I receive order by phone from customer A and create Quote and SO and Invoice by Sales App. Customer A pays later. Say the amount is $1000

So when A paid cash $1000 later next week, I want the POS guys to receive it in POS cash drawer.


How can the cashier settle the receivable for the customer A?

I cannot see the sales app invoice from the POS register.

When i choose to pay cash for customer A $1000 and close the pos session, i get

Cash $1000

Customer account -$1000


In my invoice i cannot apply the A's deposit $1000  ( that was received from POS ) into the A's invoice


I want to use POS cash drawers to receive all cash


Any idea of work around ?

Thank you

Joie

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I must have done something wrong, Now At POS i can see my outstanding receivable created from Sales App

Best Answer

You can view the SO/ quotation from PoS session and be able to collect cash for the relevant SO

Updated answer:

For payment of invoices, use the cash In/Out and in reason provide the invoice number

In cash journal each payment are listed as individual items with the PoS reason as label. This would allow for easy reconciliation against invoice/ receivable

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It is at invoice stage already, Not the Quote / SO stage. Because it is pay later case so SO has been invoiced at Sales App

Understood, have updated answer

Author

Thank you Jaideep. I think i must have done something wrong. I just created an SO to Invoice from sales app and i can now see there receivable due on the POS. I must have forgetten to confirm the DRAFT invoice therefore i cannot see the receivable from the POS.

Once i can see the receivable due, i can just settle at POS.
Thank you again.
Joie

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