Get in touch
⌘K

POS Settle Due

Manage and settle customer dues directly at POS counter. Track outstanding balance in real-time, flexible payment, automatic reconciliation with accounting.

Point of Sale
Receivables
Payment
Accounting
Customer Credit
Debt Management

Overview

POS Settle Due module allows managing and settling customer dues directly at POS counter, without switching to accounting module.

Sales staff can view customer outstanding balance, receive partial or full payment, and system automatically reconciles with unpaid invoices.

Key Features

Key points

  • • Real-time balance view - Display total customer dues on POS screen

  • • Flexible payment - Partial or full payment of dues

  • • Select specific invoices - Pay individual or multiple invoices at once

  • • Multiple payment methods - Cash, card, bank transfer, e-wallet

  • • Automatic reconciliation - Auto-reconcile payments with invoices in accounting

  • • Due history - View details of unpaid and paid invoices

  • • Print receipts - Print payment receipts for customers

  • • Due reports - Track dues by customer, time period

Target Users

Key points

  • • Wholesale stores - Customers buy on credit, pay periodically

  • • Restaurants with regulars - Customers sign for credit, pay end of month

  • • Grocery stores - Local customers buy on credit

  • • B2B businesses - Corporate customers pay later

  • • Cashiers - Receive due payments from customers

Setup Instructions

Steps

  • 1. Install POS Settle Due module in Odoo

  • 2. Ensure Account and POS modules are installed

  • 3. Go to Point of Sale → Configuration → Point of Sale

  • 4. Select POS to configure

  • 5. Enable "Allow Settle Due" in Payment tab

  • 6. Select default journal for due settlement

  • 7. Configure access rights for staff

  • 8. Set up payment methods for settle due

  • 9. Save configuration and test payment

How to Use

Steps

  • 1. Open POS session

  • 2. Select customer with outstanding dues

  • 3. Click "Settle Due" button on POS screen

  • 4. View list of unpaid invoices and total balance

  • 5. Select invoices to pay (one or multiple)

  • 6. Enter payment amount (can be partial)

  • 7. Select payment method

  • 8. Confirm payment

  • 9. Print receipt for customer

  • 10. System automatically reconciles with accounting

Scenario 1: Customer pays monthly dues

Customer buys on credit all month, comes to store at month end to pay. Cashier selects customer, clicks Settle Due, sees 10 unpaid invoices totaling 50 million. Customer pays in full, system automatically reconciles 10 invoices.

Scenario 2: Partial payment of dues

Customer owes 30 million but only has 20 million. Cashier receives 20 million payment, system automatically allocates to oldest invoices first (FIFO), remaining 10 million stays unpaid.

Scenario 3: Pay specific invoices

Customer has 5 unpaid invoices, wants to pay 2 specific ones. Cashier selects those 2 invoices, receives payment, remaining 3 invoices stay unpaid.

Scenario 4: Customer disputes invoice

Customer says already paid 1 invoice but system still shows due. Cashier checks payment history in POS, sees payment was recorded but not reconciled. Contact accounting to resolve.

Scenario 5: Restaurant regular signs for credit

Regular customer eats daily, signs for credit. Comes on weekend to pay, cashier views history of 7 unpaid meals, total 2 million. Customer pays, print receipt.

Important Terminology

Key points

  • • Settle Due - Pay outstanding dues, settle receivables

  • • Receivables - Accounts receivable, customer dues

  • • Outstanding Balance - Total amount customer still owes

  • • Partial Payment - Pay part of dues, not full amount

  • • Reconciliation - Match payments with invoices

  • • Payment Journal - Journal recording payment transactions

  • • Invoice - Sales invoice, creates due when unpaid

  • • FIFO - First In First Out, pay oldest invoices first

Tips for Effective Use

Key points

  • • Check balance before selling - View customer balance before allowing more credit

  • • Set credit limits - Configure credit limit for each customer

  • • Payment reminders - Send email/SMS reminders for periodic payments

  • • Clear receipts - Ensure receipts have complete invoice information

  • • Daily reconciliation - Check payment reconciliation with accounting daily

  • • Strict permissions - Only allow trusted staff to handle dues

  • • Track overdue customers - Report customers overdue 30, 60, 90 days

  • • Backup data - Regularly backup due data

System Requirements

Key points

  • • Point of Sale module installed

  • • Account (Accounting) module installed

  • • Access permission to Invoices and Payments

  • • Payment Journal configured for POS

  • • Customer setup with credit limit if needed

Troubleshooting: Settle Due button not visible

Key points

  • • Check "Allow Settle Due" enabled in POS configuration

  • • Ensure customer is selected first

  • • Check user access rights

  • • Restart POS session

  • • View error logs in Odoo

Troubleshooting: Incorrect balance

Key points

  • • Check for unreconciled invoices

  • • Review payments in Account → Payments

  • • Check currency and exchange rate

  • • Re-run reconciliation for customer

  • • Contact accounting to check books

Troubleshooting: Payment not reconciled

Key points

  • • Check payment journal configured correctly

  • • Ensure invoice and payment same currency

  • • Review customer account receivable

  • • Try manual reconciliation in Account

  • • Check logs for specific error

Troubleshooting: Cannot print receipt

Key points

  • • Check printer connected to POS

  • • Ensure receipt template configured

  • • Try printing other receipts to test printer

  • • Review printer configuration in POS settings

  • • Restart printer if needed

Frequently Asked Questions

Key points

  • • Can dues be paid with multiple methods? - Yes, for example part cash, part bank transfer

  • • Does due payment count toward POS revenue? - No, revenue already recorded when invoice created

  • • Can due payment be cancelled? - Yes, but requires accounting permission and must process in Account module

  • • Can customers view due history? - Yes, via Customer Portal if granted access

  • • Can credit limits be set? - Yes, configure credit limit in customer information

  • • Does due payment create new invoice? - No, only reconciles with existing invoices

Business Benefits

Key points

  • • Strict due management, reduce bad debt risk

  • • Increase 50% collection speed with convenient POS payment

  • • Reduce 80% errors in due reconciliation

  • • Improve cash flow, reduce tied-up capital

  • • Increase customer satisfaction with simple payment process

  • • Real-time due data for management and accounting

  • • Save staff time processing dues