When a customer in a shop gets an invoice by POS how can i follow up this customer? In the accounting app this customer is nog recognized as a debtor under the reporting/aged receivables but is categorized as an unknown partner? Also in the follow up reports he is not visible as a debtor?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Accounting
- Inventory
- PoS
- Project management
- MRP
This question has been flagged
2
Replies
2745
Views
Hi Patricia:
The customer's details are included if you select the customer in the POS screen before processing the payment.
Edit:
You also need to click on the "Invoice" button at the time of processing the payment so that the invoice gets generated with the customer's details.
Thank you Paresh for your answer but it is not the answer on my question. My question is how i can follow up the customers they get their invoice by POS when the invoice is overdue? In accounting you have the possibility to follow up the customers who get their invoice you made in sales or in accounting overview but the invoices you made in POS you don't see this invoices by customer specified under reporting/ aged receivables but you only see them unspecified as unknown partner and under customer /follow up reports you don't see them all?
Hi Patricia:
There is an "Invoice" button on the POS payment page. If you press it at the time of processing the POS payment, the generated Invoice shows up under the Customer's name in Aged Receivables.
If the "Invoice" button is not pressed at the time of processing the POS payment, the generated invoice shows up under "Unknown Partner".
You may want to try out both scenarios in a test system to see the difference.
Hi Paresh,
This is not working because i pressed invoice during the payment in POS and it was generating an invoice but it still will be posted as unknown partner.
Which version of Odoo are you using ?
I am using vs 13, the new one
Did you also select the customer in the POS ? There is a "Customer" button on the POS keypad that can be used to select/add a customer to the POS transaction. I've tried the scenario out a couple of times and it seems to be working in v13 as long as both the Customer is selected and the Invoice button is pressed.
o that is not the problem. I do select customer otherwise you can not make an invoice. I think the problem is in the configuration of POS in payment methods. What do you select by method invoice? I think also cash otherwise you have the same problem as me. Which journal you use for it because when i use the journal cash everything will be posted under cashdifferences. Another f. problem i have to deal with:(
Hoi Paresh
I sorted it out what the problem is and the problem will occur when you finished your POS session and closed it.
From that moment POS wil set the invoice as paid and it will removed as a trade receivable while the invoice isn't paid yet.
What is the solution of this problem?
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Sign up