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Account is missing in customer payments

on 11/28/13, 6:49 AM 949 views

Hi, i have configured all accounts in Chart of Accounts, installed, Purchase & Sale modules. Tried to created an verify customer invoices, it worked well, entries are made to concern accounts. Problem: When i try to receive cash from my client ...


Anil R. Kesariya

--Anil R. Kesariya--
| 6 5 8
Rajkot, India
--Anil R. Kesariya--

Odoo Techno Functional Expert

* Engaged with odoo since May - 2012.

* Customise existing module or develop new module base on customer requirement.

* Played key developer role in many past and running projects.

* Expert in requirement gathering of business and transforming requirement into odoo platform.

* Major expertise in core modules, database, report development and theme development.

* Integration expert.

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Anil R. Kesariya
On 11/28/13, 7:28 AM

Hello Zicklee,

If you have created invoice successfully for the customer than here is the procedure to receive payment for customer.

Goto >> Accounting>>Customers>> Customer Payments

Create customer payment when you will select customer while creating payment than automatically Accounting entries will appear. Here is snap.

image description

When you validate this payment then new tab will appear General Items which contain all the journal entries for this customer. Here is snap

image description

If you want to create payment for cash than you will select cash journal while creating payment. for each type of payment you need to create journal. so account will be configured on journal it self no need to select account while creating payment.

Hope this will help.

Regards, Anil.

thank you anil, let me try it, will let you know what happens

on 12/1/13, 1:03 AM
On 12/3/13, 4:00 AM

Anil, i have tried again, i have selected customer, provided the amount, but still no new tab is appeare, again the same problem, i think somewhere i have to configure default acash account to till the system where from to make payments and to receive payement. i have attchated the screen shothttp:// (image description)

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Asked: 11/28/13, 6:49 AM
Seen: 949 times
Last updated: 3/16/15, 8:10 AM