Odoo Help


5 Answers

Ray Carnes United States

--Ray Carnes--
| 10 7 11
Greater Los Angeles, United States
--Ray Carnes--

Business Analyst

OpenERP 6.1, 7.0; Odoo 8.0, 9.0, 10.0, 11.0 and 12.0.

Completed Odoo Functional and Technical Training.

Functional Areas:

  • CRM/Sales

  • Inventory

  • Manufacturing

  • Accounting

  • Purchasing

Major Skills:

  • Business Process Reengineering

  • Efficiency Consulting

  • User Needs and GAP Analysis;

  • Functional and Technical Design;

  • Prototyping and Proof of Concepts;

  • Requirements Specifications;

  • Agile Implementation;

  • Data Migration;

  • Configuration & Customization (UI and code);

  • Integration - Odoo and non Odoo Applications and Services;

  • Training and Knowledge Transfer;

  • Go Live Support;

  • Helpdesk;

  • Version Upgrades and Migration.

  • Accounting Expert.

I have over 20 years of experience empowering and enabling users with enterprise information systems that make a real and measurable difference in their ability to proactively manage their businesses and organizations. 

I am a skilled Communicator and I only take the serious things seriously!

Ray Carnes United States
7/27/13, 10:52 PM

Payment Methods are Journals of type Cash or type Bank and Checks.

These are managed via the menu sequence:

Accounting --> Configuration --> Journals --> Journals

You can define a currency for each Journal when you set it up, and you need to check the 'Allow multi-currencies' option from the menu sequence:

Settings --> Accounting

EDIT: To address followup question:

To understand OpenERP you need a mixture of

Make sure you know about all of the Documentation sources (and more details on blogs, videos and slides) at https://accounts.openerp.com/forum/Help-1/question/6817

Specifically for your question:

1) The link between a payment method and a journal, it is discussed at https://doc.openerp.com/v7.0/book/3/3_6/invoice_payment.html/

2) That the TYPE of Journal is important, can be found by looking at the XML that defines the dropdown. You can activate developer mode (https://accounts.openerp.com/forum/Help-1/question/83/) and examine the XML that defines the form view. (The Edit FormView option in the debug dropdown on the Payment screen). You can see the XML definition for payment method is:

<field name="journal_id" domain="[('type','in',['bank', 'cash'])]" ...
Doug Ricket Singapore
7/28/13, 7:09 AM

Thanks, works perfectly! Your first sentence was the key. To guide my self-education, is there somewhere I should be looking other than https://doc.openerp.com/contents/#contents-link to find this kind of thing?

Doug Ricket Singapore
7/29/13, 12:28 AM

Awesome, super helpful!

Nilim India
2/9/16, 4:40 AM


In order to create a Payment Method is POS in Odoo , the following steps needs to be followed :-

  • First thing which is required is to be done is to create a ACCOUNT, by following ACCOUNTING>CONFIGURATION>ACCOUNTS. We can either copy any exiting account or create a new one depending on the requirement

  • After creating an account, we need to create a JOURNAL, which is in turn a PAYMENT METHOD for our Point Of Sales. During this journal creation we would assign the account created by us in the previous step. The Journal can be created either following POINT OF SALES>CONFIGURATION>PAYMENT METHOD Or ACCOUNTING>CONFIGURATION>JOURNALS

  • Now once the Payment Method is created as described above, we need to add the new Payment Method to the Point Of Sales by following, POINT OF SALES>CONFIGURATION>POINT OF SALES. Here we need add the new payment method under “AVAILABLE PAYMENT METHODS”

           Now we can use the payment method created.


 Hope it helps!



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