Payments do not receive the status ‘Paid’ in the trial version

Question

Dear Colleagues,

I am using a trial version to make sure my client will be happy with the switch to Odoo.

I did some test tasks with different payments (for assets, for consumables, for goods, sent some invoices and tried to ‘receive’ payments on them.

All payments ended up in ‘in processing’ status and I can't transfer them from/to account 2412 (payments in processing) to/from account 2411 (bank). The only thing I can do is manually transfer these monies in the Miscellaneous journal.

What h

Balagopal R · Accepted Answer

It seems like you are missing the reconciliation process here. You can check the following Odoo documentation to get a solution on this.
https://www.odoo.com/documentation/18.0/applications/finance/accounting/bank/reconciliation.html [1]

[1] /documentation/18.0/applications/finance/accounting/bank/reconciliation.html

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