Skip ke Konten
Menu
Pertanyaan ini telah diberikan tanda
1 Balas
230 Tampilan

Hello Odoo Community,


I’m implementing a *Customer to Cash* workflow in Odoo, and I want to streamline the process. Specifically, when I create a customer invoice, I would like it to be **automatically marked as paid** (without going through the payment registration manually).


Is there a standard configuration or automation (like a server action or Studio rule) that allows the invoice to be posted and paid immediately upon creation?


I am using Odoo **Enterprise SaaS**.


Thanks in advance for your support!

Avatar
Buang
Jawaban Terbai

Hi,


Changing the Outstanding Receipts Account in your customer payment journal to your Bank Account in the Chart of Accounts is a valid method if you want invoices to be marked as Paid immediately upon payment registration. In this setup, when you receive a payment from a customer, the system posts it directly against your bank account instead of the default temporary Outstanding Receipts account. This bypasses the “In Payment” stage and fully reconciles the invoice in one step, making it ideal for cases where funds are received instantly (like cash sales or immediate bank transfers). However, it should only be used when payment and deposit happen at the same time, since it removes the interim reconciliation step used in standard accounting workflows.





Hope it helps

Avatar
Buang
Penulis

I understand the Outstanding Receipts method, but my question is different.

I want Odoo to automatically create and register a payment when a customer invoice is created — so the invoice is marked as paid immediately, without manually clicking “Register Payment.”

Is this possible via Studio, a server action, or another method ?

Thanks,