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Payment receipt Attachment Odoo App
Our efficient
Odoo –Payment Receipt Attachment Odoo App
improves payment management by allowing users to quickly add and view attachments directly in Payment
Receipts. With a simple attachment section in the payment form, users can upload supporting documents such
as invoices, receipts, or PDFs without navigating away from the payment. All attachments are automatically
displayed in the payment chatter, providing a centralized view for easy reference and tracking.
Administrators can control which users have permission to add or view attachments, ensuring secure and
organized document management.
1. User-Specific Attachment Control:Enable or disable the attachment feature for individual
users, controlling who can add or view attachments in payment receipts.
2. Direct Attachment Management: Upload and manage documents (PDFs, images, invoices, etc.)
directly within the Payment Receipt form.
3. Attachments Visible in Payment Chatter: All uploaded attachments are automatically displayed
in the payment chatter, allowing users to easily view and track documents linked to each payment.
This ensures organized payment records and easier tracking of attachments.
Payment Receipt Attachment Odoo App
- Quickly add and manage attachments in Payment Receipts, helping users keep all supporting documents organized without switching between apps.
- View all attachments directly in the payment chatter, allowing users to access all documents related to a particular payment in one place.
- Use the attachment section in the Payment Receipt form to upload files instantly and streamline payment documentation.
Complete Workflow for Payment Receipt Attachment Odoo App
Enable the Attachment feature in the configuration settings to allow authorized users to add attachments to Payment Receipts. Open a Payment Receipt and use the attachment section to upload supporting documents instantly. All uploaded files will automatically appear in the Payment Chatter, allowing you to quickly view and manage all attachments related to that specific payment.
1. “Enable Developer Mode.”
2. “Enable or disable the attachment option for specific users from the User Settings under the Other section.”
3. “Enable the attachment option for the user (e.g., Mitchell Admin) from User Settings under the Other section.”
4. “After enabling it, users can see the attachment option in the Payment Wizard and add attachments during payment registration.”
5. “Once uploaded, the attachments are automatically visible in the Payment chatter under the Files section.”
Our solutions focus on your problems
- Odoo Implementation
- Odoo Customization
- ERP Development and Implementation
- Odoo Ipass Cloud
- AI for Odoo
- Odoo Apps
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Our Pricing includes User Manual, 90 Days Support (Monday-Friday 10am to 7pm IST) and One time Setup
• Works & tested on standard installations of Odoo with no third party apps,
• Free support only for odoo installations with no third party apps,
• Paid support available for Odoo installations with third party apps.
Prefortune is a Odoo Official Partner, Odoo Development company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.
Prefortune Technologies LLP is working on web development, Mobile development, and Odoo ERP.
If you need any help or want more additional features, you may contact us through:
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