👤 Account Payment Partner

📖 Overview

After creating payment modes, businesses often want customers and vendors to use a default payment method automatically.

Account Payment Partner extends the functionality of Account Payment Mode by allowing default payment modes to be assigned to customers and vendors. The selected payment mode is automatically applied to invoices and payment transactions, reducing manual work and ensuring consistency.

🚀 Key Features

👤 Default Payment Mode for Customers

📍 Menu Navigation

Contacts → Customers

• Assign default inbound payment mode.
• Automatically applied on customer invoices.
• Reduces manual data entry.

🏢 Default Payment Mode for Vendors

📍 Menu Navigation

Contacts → Vendors

• Assign default outbound payment mode.
• Automatically used during vendor payments.
• Consistent payment processing.

📄 Payment Mode on Invoices

Customer and Vendor Invoices automatically display the configured payment mode.

This helps users quickly identify how each invoice should be paid.

🧾 Invoice Report Integration

The selected payment mode is also printed on invoice reports, providing clear payment instructions for customers.

⚡ Automatic Payment Selection

When creating payments, the payment mode is automatically suggested based on the selected customer or vendor.

This minimizes manual selection and improves efficiency.

⚙️ Installation

1. Install Account Payment Mode.
2. Install Account Payment Partner.
3. Configure payment modes.

📖 Usage

Configure Customer Payment Mode

📍 Menu Navigation

Contacts → Customers

1. Open a customer.
2. Select the default payment mode.
3. Save.

Configure Vendor Payment Mode

📍 Menu Navigation

Contacts → Vendors

1. Open a vendor.
2. Select the default payment mode.
3. Save.

Create an Invoice

📍 Menu Navigation

Accounting → Customers → Invoices

or

Accounting → Vendors → Bills

The configured payment mode is automatically applied to the document.

🏗️ Architecture

account.payment.partner
│
├── Partner Extension
├── Invoice Extension
├── Invoice Report
├── Payment Mode Integration
└── Settings

📌 Changelog

19.0.1.0.0

• Customer payment modes
• Vendor payment modes
• Invoice integration
• Invoice report support
• Automatic payment mode selection
• Odoo 19 compatible

💬 Support

For questions, feature requests, or technical support, please visit:

🌐 https://www.erp-addons.com