POS Payment Installments

218.21   218.21

v 16.0 3
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Required Apps point_of_sale
pos_sale
payment_installment_kanak
account
Technical Name pos_payment_installment_kanak
License OPL-1
Also available in version v 15.0
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Technical Name pos_payment_installment_kanak
License OPL-1
Also available in version v 15.0 v 16.0


POS Payment Installment

Supported Editions

Community
Enterprise
Odoo.sh




This module enables the creation of installments or down payments for an order, as well as the ability to make payments for those installments and down payments directly from the POS screen. Users can effortlessly add products, choose installment plans, include or exclude down payments, and automatically generate quotations, all without needing to close their POS session. Additionally, the user can conveniently access and review all the installments associated with existing orders directly on the POS screen. They can effortlessly make down payments or pay for installments seamlessly.





Key Features


Quick and easy to use.

Keeps track of all your installment orders.

You can conveniently choose the installment plan and down payment(s) via the POS, enabling you to swiftly generate a flexible installment order, along with a backend Quotation and Invoice.

The POS displays all the orders, including installment orders, for easy visibility. With a simple click of a button, each installment can be effortlessly paid.




Payment Method Configuration


  • Navigate to configuration -> payment methods and create a new method with 'Mark as payment installment' enabled.
  • Now open POS settings and add your new payment method.





Check Default Products Configuration


  • Navigate to configuration -> Sales and check the installment and down payment products. These should be set by default.
  • Note : Please make sure that these products are marked as 'Available in POS' under 'Sales' Tab.




Enable Installment On Sales


  • Go to Sales Settings and enable 'Installment On Sales'




Create Installment Plans (Optional)


  • Go to Invoicing, click on configuration and select 'Payment Term' Heading. Here, you can create your own installment plan as shown below. Enable 'Is Plan' to make the plan appear on the POS.



POS Payment Installment


Create New Installment Order

  • Start a new pos session and add products, click on 'Payment'

  • Now select 'Payment Installments' Method.

  • Click on the plan you created.

  • All default down payments for the selected plan are displayed

  • Click on 'Add Down Payment' button to add a new down payment.

  • Enter the new down payment line details.

  • Click on 'Confirm' Button.

  • Select Customer

  • Press 'Validate' button.



Pay for a Down Payment / Installment


  • Click on 'Quotation / Order' Button

  • Click on new quotation order

  • Pay for the first Down Payment / Installment

  • The Down payment or Installment that you clicked on is automatically added to cart. Now just click 'payment'.

  • Now select a payment method and validate the order.

  • Go back to the quotation order and you will see that the down payment / installment is paid.



Backend Quotation and Invoice created


  • A quotation for the payment installment order is automatically created via the POS

  • Open the quotation for the order we created

  • In the 'Installments' tab we can view all the down payments and installments in detail.

  • The first 'Advance Payment' is paid via POS.

  • Invoice for the quotation is automatically created as well

  • The advance payments / installments can be paid via the invoice, as well as the POS




28th July, 2020

Latest Release 1.0

First version to release.


Frequently Asked Question:-

Is this app compatible with Odoo Enterprise?
Yes, our app works with Odoo Enterprise as well as Community.
Is this app compatible with Windows or Ubuntu?
Yes, our app works with Windows or Ununtu operating system.
Is this app required any additional configuration?
No, install module and use this features.

FREE 3 MONTHS SUPPORT



Kanak Infosystems will provide free 3 months support for bug fixes, any doubts or queries, installation, configuration support or any types of issues related to this module.



kanakinfosystems
+91 9818108884

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