About Module
Currently, in odoo, you can't manage the Payment details at the portal. Using this module you can see all payment details from the website portal. You can sort by payment by newest and name. We have provided a filter payment option so easy to filter the payment by last month, last week, last year, this month, this quarter, today, this week & this year. You can easily group by the payment by none, journal, payment method, status, currency & company. Using a search bar you can search payment details easily. You can chat/message or share attachment inside the payment chatter. All changes automatically saved in the backend.
Videos
Features
- 1) Easy to manage the Payment details at the portal.
- 2) You can easily group by the payments by none, journal, payment method, status, currency & company.
- 3) Easy to sort by payments by newest and name.
- 4) Easy to filter the payments by last month, last week, last year, this month, this quarter, today, this week & this year at the portal.
- 5) Easy to search payment details using the search bar.
- 6) Website portal changes automatically saved in the backend.
- 7) You can write comments, send messages and attach files in the chatter.
- 8) No special configuration required, install it, use it.
- 9) This module saves your important time.
- 10) It reduces human efforts.
Versions
- v15.0
- v14.0
- v13.0
- v12.0
- v11.0
Installations
1) You will receive the link to download the zip file of the module please download it.
2) Extract the zip file, you will see a folder named ‘sh_portal_payment’.
3) Copy and paste this folder inside your Odoo Addons path / Custom Addons Path.
4) Now, open the odoo as Developer Mode.
5) Go to Apps menu and click on ‘Update Modules List’, Press Update Button.
6) In the search bar, search ‘sh_portal_payment’.
7) Click on ‘Install’ to install it.
Workflow
In my account(portal) go to "Payments".
Easy to group by, filter & sort by payments using smart buttons.
You can sort by payments by newest and name.
The sort by name payments looks like below.
You can filter payments using any of the provided custom filter list.
The "Last month" list view of the filter looks like below.
The "Last week" list view of the filter looks like below.
The "Last Year" list view of the filter looks like below.
The "This Month" list view of the filter looks like below.
The "This Quarter" list view of the filter looks like below.
The "Today" list view of the filter looks like below.
The "This Week" list view of the filter looks like below.
The "This Year" list view of the filter looks like below.
You can group by payments using any of the provided custom group by list.
The group by journal looks like below.
The group by payment method looks like below.
The group by status looks like below.
The group by currency looks like below.
The group by company looks like below.
You can search payments by the search bar.
The payment details list view of searched data.
The payment details form view looks like below.
In the chatter, you can write comments, send messages and attach files, that automatically saved in backend.
Backend view.
