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How to display Payment Date as a field in Inovice List View - Accounting App

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accountinginvoicepaymentsv15
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Prasath

Hi,

All I need to do is (in Odoo 15 web): 

When we make payment in Register Payment, 

We get this Payment date right? 

I need this payment date as a field, in accounting app > customers > Invoices(view) with data being populated. 
So that, I would know when the payment is made.

If it is possible, kindly guide me with, 



Email: nazeersaleem192@gmail.com

Connect with me there, as I'm not able to make comments on others answers

Thank You in Advance.


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Muhammad Ahzam
Best Answer

Hello Rakesh,

In odoo online this can be done by creating a custom field named payment_date and respectively you can create an automated action as below to get the payment date in the new payment_date field. You can follow the steps below:

  • Create a new automated action and name it.
  • Select the model to be Journal Entry.
  • Set the trigger to On Update.
  • In trigger fields add P ayment Status  field. 
  • In Action To Do field select Execute Python Code.
  • Write the code below to make the action work:

for rec in record:

​if rec.payment_state in ['in_payment','paid','partial']:

​ ​rec.x_payment_date = rec.payment_id.date 

#Assuming your x_payment_date field is of Type "Date" and not "Datetime"

And Don't forget to add this field to your list/tree view. Hope this solution works for you. 

Have a nice day :)

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sofia lee
Best Answer

To enhance user experience in the Accounting App, consider adding a "Payment Date" field to the Invoice List View. This enables quick reference to payment information, streamlining financial tracking for users. The intuitive display of payment dates improves efficiency and transparency, crucial for effective financial management within the application.


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Prasath
Author Best Answer

Muhammed Azham Thanks for your response as I could not comment. I'm asking for list view only, I will try and update you on this thank you!
Should it has to be a realted field or just date field, I only want to display date of payment no date and time.

Thank you.    

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Muhammad Ahzam

No it does not have to be a related field. You need to create a new "Date" field in model 'account.move' and you can add it to the to the tree view by xml view. Then you can set up the Automated Action for populating this field whenever the payment is created the payment date will be updated accordingly.

Prasath
Author

Thank you Muhammad Ahzam, I tried with updated on field, it showed the date whenever I made changes, I will try this as too. Is it possible to bring payment dates of previously made payments? like for the previous years?

Prasath
Author

Thank you Muhammad Ahzam, I tried with updated on field, it showed the date whenever I made changes, I will try this as too. Is it possible to bring payment dates of previously made payments? like for the previous years?
how to make populate the payment field for already created entries?

Thank you for your kind gesture

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Jainesh Shah(Aktiv Software)
Best Answer

Hello Rakesh,


Hope you are doing well.


Whenever you make a payment in the register payment, the payment date will already be visible on the corresponding invoice in the form view. From there, you can also see how much amount was paid on that particular date.


Please refer the attached photo.

Hope this will help you.

Thanks & Regards,
Email:    odoo@aktivsoftware.com       

Skype: kalpeshmaheshwari

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