When paying a bill, the ideal way is to go to "Invoice" and make the payment? Or go to "Accounting", choose the cash register/bank and add a payment?
What is the most correct method?
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Hello Imad,
Go to invoice and register payment is the official workflow because because it links the payment to the bill, prevents overpayments or duplicate entries, follows standard accounting practices, automatically reconciles the payable, marks the bill as paid, and reduces the risk of errors caused by unmatched payments.
In the second flow: You create a payment not linked to any bill and you need do all things manually.
Hope it is clear to you..
Thanks
i dont found the answear
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Sometimes we receive advances on invoices that have not yet been issued.
And sometimes we receive a payment, but the invoice is not yet finalized.
In this case, should we use the 'Transaction' feature and record this as a cash advance?
What do you think?
Yes, if the money arrives in the bank first.
For normal payments, always use ‘Register Payment’ from the invoice.
But for advances or prepayments, record a payment/transaction without linking it to an invoice.
Odoo will keep it as a customer credit and automatically reconcile it when the invoice is issued.