Bank Account Reconciliation
Are you bored with using so long payment methods then we have the best app/module for you. Using this module you can create invoices and bills, allowing for easy payment registration. You can conveniently reconcile payments, review invoices and bills, and track transaction history. It also provides the capability to reconcile multiple payments at once.
Features
- You can easily make a registered payment through the invoice and from the bill.
- Easy to reconcile the payment.
- You have the option to review the customer's invoice and the vendor's bill from the payment.
- You can also check the reconciled transaction history.
- It is easy to reconcile multiple payments from customers or vendors at once.
Open invoices from the customer's menu of accounting.
In the posted invoices form view click on the register payment button to make the payment.
Fill up the details and click on the create payment button from the register payment wizard.
In the invoices form view 'In Payment' ribbon has been added.
Open payments from the customers menu of accounting.
To Reconcile the payment, click on the 'Reconcile' button in the payments form view.
You can check the payment status of the customer's invoice from the invoice smart button. Click on the 'Invoice' smart button.
After that, you will be redirected to the invoice list view. From there, you can open the
specific invoice which you want to check.
In the invoice details, you can see the payment status is paid.
To review the reconciliation transaction, you can check it directly from the transaction
smart button in the payment form view.
To check the reconciled transaction, click on the transaction smart button.
Here, you can see the reconciled transaction details.
To reconcile multiple payments, select the payments from the list view and click on reconcile from the action dropdown.
Open bills from the vendors menu of accounting.
In the posted bills form view click on the register payment button to make the payment.
Fill up the details and click on the create payment button from the register payment wizard.
In the bills form view 'In Payment' ribbon has been added.
Open payments from the vendors menu of accounting.
To Reconcile the payment, click on the 'Reconcile' button in the payments form view.
You can check the payment status of the vendor’s bills from the bill smart button. Click on the bill smart button.
After that, you will be redirected to the bills list view. From there, you can open the
specific bill which you want to check.
In the details of the bill, you can see the payment status is paid.
To review the reconciliation transaction, you can check it directly from the transaction
smart button in the payment form view.
To check the reconciled transaction, click on the transaction smart button.
Here, you can see the reconciled transaction details.
To reconcile multiple payments, select the payments from the list view and click on reconcile from the action dropdown.
Version 19.0.1 | Released on : 19th September 2025
- No, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) only.
- No, this application is not compatible with odoo.com(odoo saas/Odoo Online)
- Yes, to test this module, please contact us at sales@softhealer.com.
- Please contact us at sales@softhealer.comto request customization.
- Yes, we provide free support for 365 days from the date of purchase.
- Yes, you will receive lifetime free updates for the version of the module you purchased.
- No, there is no need to install any additional libraries.
- Yes, for version 12 and above, you need to purchase the module separately for each version you intend to use.
- No, exchanges or refunds are not allowed. Please make sure to select the correct version before purchasing.
- You can contact us at support@softhealer.com for language translation support. We use Google Translator tools to provide translations in multiple languages, so the accuracy may vary. We welcome your suggestions to help improve translations.
Discover Our Latest Apps
