What is Batch Payment in Odoo 17 Accounting | How to Group Payments Into a Single Batch in Odoo 17 – CBMS Odoo ERP

What is Batch Payment in Odoo 17 Accounting | How to Group Payments Into a Single Batch in Odoo 17 – CBMS Odoo ERP

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Odoo 17 Accounting offers a convenient batch payment feature that allows you to process multiple payments simultaneously, saving you time and effort. Here’s a step-by-step guide on how to use it:

1. Access the Batch Payments Screen:

Open Odoo 17 Accounting and navigate to the “Payments” menu.
Click on the “Batch Payments” option.

2. Create a New Batch Payment:

Click on the “Create” button to start a new batch payment.

3. Select Payment Method:

Choose the desired payment method from the dropdown list. This could be cash, check, bank transfer, or any other method configured in Odoo.

4. Add Payments:

Click on the “Add Payment” button.
In the new window that opens, select the partner (customer or supplier) you want to make the payment to.
Enter the amount to be paid and any relevant notes or references.
Click “Save” to add the payment to the batch.
Repeat this process for other payments you want to include in the batch.

5. Review and Confirm:

Once you’ve added all the payments, review the batch details to ensure everything is correct.
Check the total amount of the batch and verify that it matches your calculations.
If everything is in order, click on the “Confirm” button.

6. Record Payment:

After confirming the batch, Odoo will prompt you to record the payment.
Depending on the payment method, you may need to provide additional details such as bank account information or check number.
Follow the on-screen instructions to complete the recording process.

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Comments

  1. avatar
    @hassanmaje5849 says:

    So this is how one treats partial payments to invoices from bulk payment in Odoo? E.g. If 3 invoices raised of 3000 each and one payment received from customer of 7500 to be applied as 2500 to each of the 3 invoices. Correct?

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