Module: sale_payment_sheet - Odoo Module Metadata

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Sale payment sheet

sale_payment_sheet

REPOSITORY
REPOSITORY	OCA/sale-workflow
GIT
GIT	https://github.com/OCA/sale-workflow.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/sale-workflow/tree/18.0/sale_payment_sheet
VERSION
VERSION	1.0.0
CATEGORY
CATEGORY	Account
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Tecnativa, Odoo Community Association (OCA)
MAINTAINERS
MAINTAINERS	Tecnativa, Odoo Community Association (OCA)
COMMITTERS
COMMITTERS	Víctor Martínez, OCA-git-bot, oca-ci, Carlos Roca
WEBSITE
WEBSITE	https://github.com/OCA/sale-workflow
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 19:30:11
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - sale - sales_team - base - mail - base_setup - web - bus - web_tour - html_editor - account_payment - account - onboarding - product - uom - analytic - portal - web_editor - http_routing - auth_signup - digest - resource - payment - utm
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	This module allows salesmen to register payments in a new document called payment sheet, accessible only with the sales permission. This sheet includes the paid amount, and an optional reference to which invoice(s) is(are) being paid. This payment sheet will generate a bank statement when confirmed.

Code Analysis

Views touched (7)

XML ID	Name	Model	Type	Status
`report_sale_payment_sheet`	report_sale_payment_sheet	ir.ui.view	qweb	New
`sale_invoice_payment_wiz`	Sale invoice payment wizard	sale.invoice.payment.wiz	form	New
`view_invoice_tree`	sale.payment.sheet.account.invoice.tree	account.move	list	New
`view_sale_payment_sheet_form`	sale.payment.sheet.form	sale.payment.sheet	form	New
`view_sale_payment_sheet_search`	sale.payment.sheet.search	sale.payment.sheet	search	New
`view_sale_payment_sheet_tree`	sale.payment.sheet.tree	sale.payment.sheet	list	New
`view_users_form`		res.users	notebook	Inherits base.view_users_form

Models touched (5)

New fields (1)

commercial_journal_ids Many2many → account.journal
comodel_name='account.journal' string='Allowed journals for commercial'

Public methods (0)

No public methods.

New fields (9)

amount_residual Monetary
related='invoice_id.amount_residual'
amount_total Monetary
related='invoice_id.amount_total'
currency_id Many2one → res.currency
related='invoice_id.currency_id' args: 'res.currency'
invoice_date Date
related='invoice_id.invoice_date'
invoice_date_due Date
related='invoice_id.invoice_date_due'
invoice_id Many2one → account.move
args: 'account.move'
is_selected Boolean
default=True
state Selection
related='invoice_id.state'
wiz_id Many2one → sale.invoice.payment.wiz
ondelete='cascade' args: 'sale.invoice.payment.wiz'

Public methods (0)

No public methods.

New fields (8)

amount Monetary
compute='_compute_amount' currency_field='currency_id' readonly=False required=True store=True
commercial_journal_ids Many2many
related='user_id.commercial_journal_ids'
currency_id Many2one → res.currency
compute='_compute_currency' string='Currency' args: 'res.currency'
journal_id Many2one → account.journal
comodel_name='account.journal' required=True string='Journal'
partner_id Many2one → res.partner
comodel_name='res.partner'
ref Char
string='Reference'
user_id Many2one → res.users
default=<expr> required=False string='Responsible' args: 'res.users'
wiz_line_ids One2many → sale.invoice.payment.line.wiz
args: 'sale.invoice.payment.line.wiz', 'wiz_id'

Public methods (2)

create_sale_invoice_payment_sheet(self)
default_get(self, fields_list)
@api.model

New fields (13)

amount_total Monetary
compute='_compute_amount_total' store=True string='Total'
commercial_journal_ids Many2many
related='user_id.commercial_journal_ids'
company_id Many2one → res.company
related='journal_id.company_id' store=True string='Company' args: 'res.company'
currency_id Many2one → res.currency
compute='_compute_currency' string='Currency' args: 'res.currency'
date Date
copy=False default=fields.Date.context_today index=True required=True
group_lines Selection
selection=[('ref', 'Reference')] string='Group statement lines by'
journal_id Many2one → account.journal
default=<expr> required=True string='Journal' args: 'account.journal'
line_ids One2many → sale.payment.sheet.line
copy=True string='Sheet lines' args: 'sale.payment.sheet.line', 'sheet_id'
name Char
compute='_compute_name' copy=False store=True string='Reference'
reference Char
copy=False string='External Reference'
state Selection
copy=False default='open' required=True string='Status' args: [('open', 'New'), ('confirm', 'Validated')]
statement_id Many2one → account.bank.statement
comodel_name='account.bank.statement' string='Bank statement'
user_id Many2one → res.users
default=<expr> required=False string='Responsible' args: 'res.users'

Public methods (4)

button_bank_statement(self)
Action to open bank statement linked
button_confirm_sheet(self)
button_reopen(self)
unlink_except_open(self)
@api.ondelete(at_uninstall=False)

New fields (14)

amount Monetary
compute='_compute_amount' currency_field='journal_currency_id' inverse='_inverse_amount' readonly=False store=True
company_id Many2one → res.company
related='sheet_id.company_id' store=True string='Company' args: 'res.company'
date Date
default=<expr> required=True
invoice_id Many2one → account.move
comodel_name='account.move' index=True string='Invoice'
journal_currency_id Many2one → res.currency
help='Utility field to express amount currency' related='sheet_id.currency_id' string="Journal's Currency" args: 'res.currency'
name Char
compute='_compute_name' readonly=False store=True string='Label'
note Text
string='Notes'
partner_id Many2one → res.partner
string='Partner' args: 'res.partner'
ref Char
string='Reference'
sequence Integer
default=1 help='Gives the sequence order when displaying a list of payment sheet lines.' index=True
sheet_id Many2one → sale.payment.sheet
index=True ondelete='cascade' required=True string='Sheet' args: 'sale.payment.sheet'
state Selection
related='sheet_id.state' string='Status'
statement_line_id Many2one → account.bank.statement.line
index=True string='Statement Line' args: 'account.bank.statement.line'
transaction_type Selection
compute='_compute_transaction_type' args: [('partial', 'Partial payment'), ('full', 'Full payment')]

Public methods (1)

unlink_except_statement_line(self)
@api.ondelete(at_uninstall=False)

REPOSITORY
REPOSITORY	OCA/sale-workflow
GIT
GIT	https://github.com/OCA/sale-workflow.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/sale-workflow/tree/17.0/sale_payment_sheet
VERSION
VERSION	1.0.1
CATEGORY
CATEGORY	Account
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Tecnativa, Odoo Community Association (OCA)
MAINTAINERS
MAINTAINERS	Tecnativa, Odoo Community Association (OCA)
COMMITTERS
COMMITTERS	Víctor Martínez, Weblate, OCA-git-bot, oca-ci, Antoni Marroig Campomar
WEBSITE
WEBSITE	https://github.com/OCA/sale-workflow
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 19:20:05
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - sale - sales_team - base - mail - base_setup - web - bus - web_tour - account_payment - account - onboarding - product - uom - analytic - portal - web_editor - http_routing - auth_signup - digest - resource - payment - utm
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION	This module allows salesmen to register payments in a new document called payment sheet, accessible only with the sales permission. This sheet includes the paid amount, and an optional reference to which invoice(s) is(are) being paid. This payment sheet will generate a bank statement when confirmed.

Code Analysis

Views touched (7)

XML ID	Name	Model	Type	Status
`report_sale_payment_sheet`	report_sale_payment_sheet	ir.ui.view	qweb	New
`sale_invoice_payment_wiz`	Sale invoice payment wizard	sale.invoice.payment.wiz	form	New
`view_invoice_tree`	sale.payment.sheet.account.invoice.tree	account.move	tree	New
`view_sale_payment_sheet_form`	sale.payment.sheet.form	sale.payment.sheet	form	New
`view_sale_payment_sheet_search`	sale.payment.sheet.search	sale.payment.sheet	search	New
`view_sale_payment_sheet_tree`	sale.payment.sheet.tree	sale.payment.sheet	tree	New
`view_users_form`		res.users	notebook	Inherits base.view_users_form

Models touched (5)

New fields (1)

commercial_journal_ids Many2many → account.journal
comodel_name='account.journal' string='Allowed journals for commercial'

Public methods (0)

No public methods.

New fields (9)

amount_residual Monetary
related='invoice_id.amount_residual'
amount_total Monetary
related='invoice_id.amount_total'
currency_id Many2one → res.currency
related='invoice_id.currency_id' args: 'res.currency'
invoice_date Date
related='invoice_id.invoice_date'
invoice_date_due Date
related='invoice_id.invoice_date_due'
invoice_id Many2one → account.move
args: 'account.move'
is_selected Boolean
default=True
state Selection
related='invoice_id.state'
wiz_id Many2one → sale.invoice.payment.wiz
ondelete='cascade' args: 'sale.invoice.payment.wiz'

Public methods (0)

No public methods.

New fields (8)

amount Monetary
compute='_compute_amount' currency_field='currency_id' readonly=False required=True store=True
commercial_journal_ids Many2many
related='user_id.commercial_journal_ids'
currency_id Many2one → res.currency
compute='_compute_currency' string='Currency' args: 'res.currency'
journal_id Many2one → account.journal
comodel_name='account.journal' required=True string='Journal'
partner_id Many2one → res.partner
comodel_name='res.partner'
ref Char
string='Reference'
user_id Many2one → res.users
default=<expr> required=False string='Responsible' args: 'res.users'
wiz_line_ids One2many → sale.invoice.payment.line.wiz
args: 'sale.invoice.payment.line.wiz', 'wiz_id'

Public methods (2)

create_sale_invoice_payment_sheet(self)
default_get(self, fields_list)
@api.model

New fields (13)

amount_total Monetary
compute='_compute_amount_total' store=True string='Total'
commercial_journal_ids Many2many
related='user_id.commercial_journal_ids'
company_id Many2one → res.company
related='journal_id.company_id' store=True string='Company' args: 'res.company'
currency_id Many2one → res.currency
compute='_compute_currency' string='Currency' args: 'res.currency'
date Date
copy=False default=fields.Date.context_today index=True required=True
group_lines Selection
selection=[('ref', 'Reference')] string='Group statement lines by'
journal_id Many2one → account.journal
default=<expr> required=True string='Journal' args: 'account.journal'
line_ids One2many → sale.payment.sheet.line
copy=True string='Sheet lines' args: 'sale.payment.sheet.line', 'sheet_id'
name Char
compute='_compute_name' copy=False store=True string='Reference'
reference Char
copy=False string='External Reference'
state Selection
copy=False default='open' required=True string='Status' args: [('open', 'New'), ('confirm', 'Validated')]
statement_id Many2one → account.bank.statement
comodel_name='account.bank.statement' string='Bank statement'
user_id Many2one → res.users
default=<expr> required=False string='Responsible' args: 'res.users'

Public methods (4)

button_bank_statement(self)
Action to open bank statement linked
button_confirm_sheet(self)
button_reopen(self)
unlink_except_open(self)
@api.ondelete(at_uninstall=False)

New fields (14)

amount Monetary
compute='_compute_amount' currency_field='journal_currency_id' inverse='_inverse_amount' readonly=False store=True
company_id Many2one → res.company
related='sheet_id.company_id' store=True string='Company' args: 'res.company'
date Date
default=<expr> required=True
invoice_id Many2one → account.move
comodel_name='account.move' index=True string='Invoice'
journal_currency_id Many2one → res.currency
help='Utility field to express amount currency' related='sheet_id.currency_id' string="Journal's Currency" args: 'res.currency'
name Char
compute='_compute_name' readonly=False store=True string='Label'
note Text
string='Notes'
partner_id Many2one → res.partner
string='Partner' args: 'res.partner'
ref Char
string='Reference'
sequence Integer
default=1 help='Gives the sequence order when displaying a list of payment sheet lines.' index=True
sheet_id Many2one → sale.payment.sheet
index=True ondelete='cascade' required=True string='Sheet' args: 'sale.payment.sheet'
state Selection
related='sheet_id.state' string='Status'
statement_line_id Many2one → account.bank.statement.line
index=True string='Statement Line' args: 'account.bank.statement.line'
transaction_type Selection
compute='_compute_transaction_type' args: [('partial', 'Partial payment'), ('full', 'Full payment')]

Public methods (1)

unlink_except_statement_line(self)
@api.ondelete(at_uninstall=False)

REPOSITORY
REPOSITORY	OCA/sale-workflow
GIT
GIT	https://github.com/OCA/sale-workflow.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/sale-workflow/tree/16.0/sale_payment_sheet
VERSION
VERSION	1.1.3
CATEGORY
CATEGORY	Account
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Tecnativa, Odoo Community Association (OCA)
MAINTAINERS
MAINTAINERS	Tecnativa, Odoo Community Association (OCA)
COMMITTERS
COMMITTERS	Pedro M. Baeza, Víctor Martínez, Weblate, OCA-git-bot, oca-ci, pilarvargas-tecnativa, Carolina Fernandez
WEBSITE
WEBSITE	https://github.com/OCA/sale-workflow
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:53:45
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - sale - sales_team - base - mail - base_setup - web - bus - web_tour - account_payment - account - product - uom - analytic - portal - web_editor - http_routing - auth_signup - digest - resource - payment - utm
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (7)

XML ID	Name	Model	Type	Status
`report_sale_payment_sheet`	report_sale_payment_sheet	ir.ui.view	qweb	New
`sale_invoice_payment_wiz`	Sale invoice payment wizard	sale.invoice.payment.wiz	form	New
`view_invoice_tree`	sale.payment.sheet.account.invoice.tree	account.move	tree	New
`view_sale_payment_sheet_form`	sale.payment.sheet.form	sale.payment.sheet	form	New
`view_sale_payment_sheet_search`	sale.payment.sheet.search	sale.payment.sheet	search	New
`view_sale_payment_sheet_tree`	sale.payment.sheet.tree	sale.payment.sheet	tree	New
`view_users_form`		res.users	notebook	Inherits base.view_users_form

Models touched (5)

New fields (1)

commercial_journal_ids Many2many → account.journal
comodel_name='account.journal' string='Allowed journals for commercial'

Public methods (0)

No public methods.

New fields (9)

amount_residual Monetary
related='invoice_id.amount_residual'
amount_total Monetary
related='invoice_id.amount_total'
currency_id Many2one → res.currency
related='invoice_id.currency_id' args: 'res.currency'
invoice_date Date
related='invoice_id.invoice_date'
invoice_date_due Date
related='invoice_id.invoice_date_due'
invoice_id Many2one → account.move
args: 'account.move'
is_selected Boolean
default=True
state Selection
related='invoice_id.state'
wiz_id Many2one → sale.invoice.payment.wiz
args: 'sale.invoice.payment.wiz'

Public methods (0)

No public methods.

New fields (8)

amount Monetary
compute='_compute_amount' currency_field='currency_id' readonly=False required=True store=True
commercial_journal_ids Many2many
related='user_id.commercial_journal_ids'
currency_id Many2one → res.currency
compute='_compute_currency' string='Currency' args: 'res.currency'
journal_id Many2one → account.journal
comodel_name='account.journal' required=True string='Journal'
partner_id Many2one → res.partner
comodel_name='res.partner'
ref Char
string='Reference'
user_id Many2one → res.users
default=<expr> required=False string='Responsible' args: 'res.users'
wiz_line_ids One2many → sale.invoice.payment.line.wiz
args: 'sale.invoice.payment.line.wiz', 'wiz_id'

Public methods (2)

create_sale_invoice_payment_sheet(self)
default_get(self, fields_list)
@api.model

New fields (13)

amount_total Monetary
compute='_compute_amount_total' readonly=True store=True string='Total'
commercial_journal_ids Many2many
related='user_id.commercial_journal_ids'
company_id Many2one → res.company
readonly=True related='journal_id.company_id' store=True string='Company' args: 'res.company'
currency_id Many2one → res.currency
compute='_compute_currency' string='Currency' args: 'res.currency'
date Date
copy=False default=fields.Date.context_today index=True required=True states={'confirm': [('readonly', True)]}
group_lines Selection
selection=[('ref', 'Reference')] string='Group statement lines by'
journal_id Many2one → account.journal
default=<expr> required=True states={'confirm': [('readonly', True)]} string='Journal' args: 'account.journal'
line_ids One2many → sale.payment.sheet.line
copy=True states={'confirm': [('readonly', True)]} string='Sheet lines' args: 'sale.payment.sheet.line', 'sheet_id'
name Char
compute='_compute_name' copy=False readonly=True states={'open': [('readonly', False)]} store=True string='Reference'
reference Char
copy=False readonly=True states={'open': [('readonly', False)]} string='External Reference'
state Selection
copy=False default='open' readonly=True required=True string='Status' args: [('open', 'New'), ('confirm', 'Validated')]
statement_id Many2one → account.bank.statement
comodel_name='account.bank.statement' string='Bank statement'
user_id Many2one → res.users
default=<expr> required=False string='Responsible' args: 'res.users'

Public methods (4)

button_bank_statement(self)
Action to open bank statement linked
button_confirm_sheet(self)
button_reopen(self)
unlink(self)

New fields (14)

amount Monetary
compute='_compute_amount' currency_field='journal_currency_id' inverse='_inverse_amount' readonly=False store=True
company_id Many2one → res.company
readonly=True related='sheet_id.company_id' store=True string='Company' args: 'res.company'
date Date
default=<expr> required=True
invoice_id Many2one → account.move
comodel_name='account.move' index=True string='Invoice'
journal_currency_id Many2one → res.currency
help='Utility field to express amount currency' readonly=True related='sheet_id.currency_id' string="Journal's Currency" args: 'res.currency'
name Char
compute='_compute_name' readonly=False store=True string='Label'
note Text
string='Notes'
partner_id Many2one → res.partner
string='Partner' args: 'res.partner'
ref Char
string='Reference'
sequence Integer
default=1 help='Gives the sequence order when displaying a list of payment sheet lines.' index=True
sheet_id Many2one → sale.payment.sheet
index=True ondelete='cascade' required=True string='Sheet' args: 'sale.payment.sheet'
state Selection
readonly=True related='sheet_id.state' string='Status'
statement_line_id Many2one → account.bank.statement.line
index=True string='Statement Line' args: 'account.bank.statement.line'
transaction_type Selection
compute='_compute_transaction_type' args: [('partial', 'Partial payment'), ('full', 'Full payment')]

Public methods (1)

unlink(self)

REPOSITORY
REPOSITORY	OCA/sale-workflow
GIT
GIT	https://github.com/OCA/sale-workflow.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/sale-workflow/tree/15.0/sale_payment_sheet
VERSION
VERSION	1.4.0
CATEGORY
CATEGORY	Account
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Tecnativa, Odoo Community Association (OCA)
MAINTAINERS
MAINTAINERS	Tecnativa, Odoo Community Association (OCA)
COMMITTERS
COMMITTERS	Pedro M. Baeza, Carlos Dauden, sergio-teruel, Víctor Martínez, Weblate, OCA-git-bot, oca-ci, Carlos Roca, pilarvargas-tecnativa, Christopher Rogos, josep-tecnativa
WEBSITE
WEBSITE	https://github.com/OCA/sale-workflow
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:46:33
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - sale - sales_team - base - mail - base_setup - web - bus - web_tour - payment - account - product - uom - analytic - portal - web_editor - http_routing - auth_signup - digest - resource - utm
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (7)

XML ID	Name	Model	Type	Status
`report_sale_payment_sheet`	report_sale_payment_sheet	ir.ui.view	qweb	New
`sale_invoice_payment_wiz`	Sale invoice payment wizard	sale.invoice.payment.wiz	form	New
`view_invoice_tree`	sale.payment.sheet.account.invoice.tree	account.move	tree	New
`view_sale_payment_sheet_form`	sale.payment.sheet.form	sale.payment.sheet	form	New
`view_sale_payment_sheet_search`	sale.payment.sheet.search	sale.payment.sheet	search	New
`view_sale_payment_sheet_tree`	sale.payment.sheet.tree	sale.payment.sheet	tree	New
`view_users_form`		res.users	notebook	Inherits base.view_users_form

Models touched (5)

New fields (1)

commercial_journal_ids Many2many → account.journal
comodel_name='account.journal' string='Allowed journals for commercial'

Public methods (0)

No public methods.

New fields (9)

amount_residual Monetary
related='invoice_id.amount_residual'
amount_total Monetary
related='invoice_id.amount_total'
currency_id Many2one → res.currency
related='invoice_id.currency_id' args: 'res.currency'
invoice_date Date
related='invoice_id.invoice_date'
invoice_date_due Date
related='invoice_id.invoice_date_due'
invoice_id Many2one → account.move
args: 'account.move'
is_selected Boolean
default=True
state Selection
related='invoice_id.state'
wiz_id Many2one → sale.invoice.payment.wiz
args: 'sale.invoice.payment.wiz'

Public methods (0)

No public methods.

New fields (8)

amount Monetary
compute='_compute_amount' currency_field='currency_id' readonly=False required=True store=True
commercial_journal_ids Many2many
related='user_id.commercial_journal_ids'
currency_id Many2one → res.currency
compute='_compute_currency' string='Currency' args: 'res.currency'
journal_id Many2one → account.journal
comodel_name='account.journal' required=True string='Journal'
partner_id Many2one → res.partner
comodel_name='res.partner'
ref Char
string='Reference'
user_id Many2one → res.users
default=<expr> required=False string='Responsible' args: 'res.users'
wiz_line_ids One2many → sale.invoice.payment.line.wiz
args: 'sale.invoice.payment.line.wiz', 'wiz_id'

Public methods (2)

create_sale_invoice_payment_sheet(self)
default_get(self, fields_list)
@api.model

New fields (13)

amount_total Monetary
compute='_compute_amount_total' readonly=True store=True string='Total'
commercial_journal_ids Many2many
related='user_id.commercial_journal_ids'
company_id Many2one → res.company
readonly=True related='journal_id.company_id' store=True string='Company' args: 'res.company'
currency_id Many2one → res.currency
compute='_compute_currency' string='Currency' args: 'res.currency'
date Date
copy=False default=fields.Date.context_today index=True required=True states={'confirm': [('readonly', True)]}
group_lines Selection
selection=[('ref', 'Reference')] string='Group statement lines by'
journal_id Many2one → account.journal
default=<expr> required=True states={'confirm': [('readonly', True)]} string='Journal' args: 'account.journal'
line_ids One2many → sale.payment.sheet.line
copy=True states={'confirm': [('readonly', True)]} string='Sheet lines' args: 'sale.payment.sheet.line', 'sheet_id'
name Char
compute='_compute_name' copy=False readonly=True states={'open': [('readonly', False)]} store=True string='Reference'
reference Char
copy=False readonly=True states={'open': [('readonly', False)]} string='External Reference'
state Selection
copy=False default='open' readonly=True required=True string='Status' args: [('open', 'New'), ('confirm', 'Validated')]
statement_id Many2one → account.bank.statement
comodel_name='account.bank.statement' string='Bank statement'
user_id Many2one → res.users
default=<expr> required=False string='Responsible' args: 'res.users'

Public methods (4)

button_bank_statement(self)
Action to open bank statement linked
button_confirm_sheet(self)
button_reopen(self)
unlink(self)

New fields (14)

amount Monetary
compute='_compute_amount' currency_field='journal_currency_id' inverse='_inverse_amount' readonly=False store=True
company_id Many2one → res.company
readonly=True related='sheet_id.company_id' store=True string='Company' args: 'res.company'
date Date
default=<expr> required=True
invoice_id Many2one → account.move
comodel_name='account.move' index=True string='Invoice'
journal_currency_id Many2one → res.currency
help='Utility field to express amount currency' readonly=True related='sheet_id.currency_id' string="Journal's Currency" args: 'res.currency'
name Char
compute='_compute_name' readonly=False store=True string='Label'
note Text
string='Notes'
partner_id Many2one → res.partner
string='Partner' args: 'res.partner'
ref Char
string='Reference'
sequence Integer
default=1 help='Gives the sequence order when displaying a list of payment sheet lines.' index=True
sheet_id Many2one → sale.payment.sheet
index=True ondelete='cascade' required=True string='Sheet' args: 'sale.payment.sheet'
state Selection
readonly=True related='sheet_id.state' string='Status'
statement_line_id Many2one → account.bank.statement.line
index=True string='Statement Line' args: 'account.bank.statement.line'
transaction_type Selection
compute='_compute_transaction_type' args: [('partial', 'Partial payment'), ('full', 'Full payment')]

Public methods (1)

unlink(self)

REPOSITORY
REPOSITORY	OCA/sale-workflow
GIT
GIT	https://github.com/OCA/sale-workflow.git
GIT FOLDER
GIT FOLDER	https://github.com/OCA/sale-workflow/tree/13.0/sale_payment_sheet
VERSION
VERSION	1.4.0
CATEGORY
CATEGORY	Account
LICENSE
LICENSE	AGPL-3
APPLICATION
APPLICATION	No
AUTO-INSTALLABLE
AUTO-INSTALLABLE	No
AUTHORS
AUTHORS	Tecnativa, Odoo Community Association (OCA)
MAINTAINERS
MAINTAINERS	Tecnativa, Odoo Community Association (OCA)
COMMITTERS
COMMITTERS	Pedro M. Baeza, OCA Transbot, sergio-teruel, oca-travis, Weblate, OCA-git-bot, oca-ci, Carlos Roca
WEBSITE
WEBSITE	https://github.com/OCA/sale-workflow
LAST TRACKING UPDATE
LAST TRACKING UPDATE	2026-07-06 00:34:12
ODOO DEPENDENCIES
ODOO DEPENDENCIES	odoo/odoo: - sale - sales_team - base - mail - base_setup - web - bus - web_tour - payment - account - product - uom - analytic - portal - web_editor - http_routing - auth_signup - digest - resource - utm
PYTHON DEPENDENCIES
PYTHON DEPENDENCIES	Not have
SYSTEM DEPENDENCIES
SYSTEM DEPENDENCIES	Not have
DESCRIPTION
DESCRIPTION

Code Analysis

Views touched (7)

XML ID	Name	Model	Type	Status
`report_sale_payment_sheet`	report_sale_payment_sheet	ir.ui.view	qweb	New
`sale_invoice_payment_wiz`	Sale invoice payment wizard	sale.invoice.payment.wiz	form	New
`view_invoice_tree`	sale.payment.sheet.account.invoice.tree	account.move	tree	New
`view_sale_payment_sheet_form`	sale.payment.sheet.form	sale.payment.sheet	form	New
`view_sale_payment_sheet_search`	sale.payment.sheet.search	sale.payment.sheet	search	New
`view_sale_payment_sheet_tree`	sale.payment.sheet.tree	sale.payment.sheet	tree	New
`view_users_form`		res.users	notebook	Inherits base.view_users_form

Models touched (5)

New fields (1)

commercial_journal_ids Many2many → account.journal
comodel_name='account.journal' string='Allowed journals for commercial'

Public methods (0)

No public methods.

New fields (9)

amount_residual Monetary
related='invoice_id.amount_residual'
amount_total Monetary
related='invoice_id.amount_total'
currency_id Many2one → res.currency
related='invoice_id.currency_id' args: 'res.currency'
invoice_date Date
related='invoice_id.invoice_date'
invoice_date_due Date
related='invoice_id.invoice_date_due'
invoice_id Many2one → account.move
args: 'account.move'
is_selected Boolean
default=True
state Selection
related='invoice_id.state'
wiz_id Many2one → sale.invoice.payment.wiz
args: 'sale.invoice.payment.wiz'

Public methods (0)

No public methods.

New fields (9)

amount Monetary
compute='_compute_amount' currency_field='currency_id' readonly=False required=True store=True string='Amount'
commercial_journal_ids Many2many
related='user_id.commercial_journal_ids'
currency_id Many2one → res.currency
compute='_compute_currency' string='Currency' args: 'res.currency'
invoice_ids Many2many → account.move
comodel_name='account.move'
journal_id Many2one → account.journal
comodel_name='account.journal' required=True string='Journal'
partner_id Many2one → res.partner
comodel_name='res.partner'
ref Char
string='Reference'
user_id Many2one → res.users
default=<expr> required=False string='Responsible' args: 'res.users'
wiz_line_ids One2many → sale.invoice.payment.line.wiz
args: 'sale.invoice.payment.line.wiz', 'wiz_id'

Public methods (2)

create_sale_invoice_payment_sheet(self)
default_get(self, fields_list)
@api.model

New fields (13)

amount_total Monetary
compute='_compute_amount_total' readonly=True store=True string='Total'
commercial_journal_ids Many2many
related='user_id.commercial_journal_ids'
company_id Many2one → res.company
default=<expr> readonly=True related='journal_id.company_id' store=True string='Company' args: 'res.company'
currency_id Many2one → res.currency
compute='_compute_currency' string='Currency' args: 'res.currency'
date Date
copy=False default=fields.Date.context_today index=True required=True states={'confirm': [('readonly', True)]}
group_lines Selection
selection=[('ref', 'Reference')] string='Group statement lines by'
journal_id Many2one → account.journal
default=<expr> required=True states={'confirm': [('readonly', True)]} string='Journal' args: 'account.journal'
line_ids One2many → sale.payment.sheet.line
copy=True states={'confirm': [('readonly', True)]} string='Sheet lines' args: 'sale.payment.sheet.line', 'sheet_id'
name Char
compute='_compute_name' copy=False readonly=True states={'open': [('readonly', False)]} store=True string='Reference'
reference Char
copy=False readonly=True states={'open': [('readonly', False)]} string='External Reference'
state Selection
copy=False default='open' readonly=True required=True string='Status' args: [('open', 'New'), ('confirm', 'Validated')]
statement_id Many2one → account.bank.statement
comodel_name='account.bank.statement' string='Bank statement'
user_id Many2one → res.users
default=<expr> required=False string='Responsible' args: 'res.users'

Public methods (4)

button_bank_statement(self)
Action to open bank statement linked
button_confirm_sheet(self)
button_reopen(self)
unlink(self)

New fields (14)

amount Monetary
compute='_compute_amount' currency_field='journal_currency_id' inverse='_inverse_amount' readonly=False store=True
company_id Many2one → res.company
readonly=True related='sheet_id.company_id' store=True string='Company' args: 'res.company'
date Date
default=<expr> required=True
invoice_id Many2one → account.move
comodel_name='account.move' index=True string='Invoice'
journal_currency_id Many2one → res.currency
help='Utility field to express amount currency' readonly=True related='sheet_id.currency_id' string="Journal's Currency" args: 'res.currency'
name Char
compute='_compute_name' readonly=False store=True string='Label'
note Text
string='Notes'
partner_id Many2one → res.partner
string='Partner' args: 'res.partner'
ref Char
string='Reference'
sequence Integer
default=1 help='Gives the sequence order when displaying a list of payment sheet lines.' index=True
sheet_id Many2one → sale.payment.sheet
index=True ondelete='cascade' required=True string='Sheet' args: 'sale.payment.sheet'
state Selection
readonly=True related='sheet_id.state' string='Status'
statement_line_id Many2one → account.bank.statement.line
index=True string='Statement Line' args: 'account.bank.statement.line'
transaction_type Selection
compute='_compute_transaction_type' string='Transaction type' args: [('partial', 'Partial payment'), ('full', 'Full payment')]

Public methods (1)

unlink(self)

Sale payment sheet

Code Analysis

Views touched (7)

Models touched (5)

res.users Extends Model 1 field 0 methods ResUsers · inherits res.users

sale.invoice.payment.line.wiz New model TransientModel 9 fields 0 methods SaleInvoicePaymentLineWiz · Sale invoice payment lines wizard

sale.invoice.payment.wiz New model TransientModel 8 fields 2 methods SaleInvoicePaymentWiz · Sale invoice payment wizard

sale.payment.sheet New model Model 13 fields 4 methods SalePaymentSheet · inherits mail.thread · Sale Payment Sheet

sale.payment.sheet.line New model Model 14 fields 1 method SalePaymentSheetLine · Sale Payment Sheet Line

Code Analysis

Views touched (7)

Models touched (5)

res.users Extends Model 1 field 0 methods ResUsers · inherits res.users

sale.invoice.payment.line.wiz New model TransientModel 9 fields 0 methods SaleInvoicePaymentLineWiz · Sale invoice payment lines wizard

sale.invoice.payment.wiz New model TransientModel 8 fields 2 methods SaleInvoicePaymentWiz · Sale invoice payment wizard

sale.payment.sheet New model Model 13 fields 4 methods SalePaymentSheet · inherits mail.thread · Sale Payment Sheet

sale.payment.sheet.line New model Model 14 fields 1 method SalePaymentSheetLine · Sale Payment Sheet Line

Code Analysis

Views touched (7)

Models touched (5)

res.users Extends Model 1 field 0 methods ResUsers · inherits res.users

sale.invoice.payment.line.wiz New model TransientModel 9 fields 0 methods SaleInvoicePaymentLineWiz · Sale invoice payment lines wizard

sale.invoice.payment.wiz New model TransientModel 8 fields 2 methods SaleInvoicePaymentWiz · Sale invoice payment wizard

sale.payment.sheet New model Model 13 fields 4 methods SalePaymentSheet · inherits mail.thread · Sale Payment Sheet

sale.payment.sheet.line New model Model 14 fields 1 method SalePaymentSheetLine · Sale Payment Sheet Line

Code Analysis

Views touched (7)

Models touched (5)

res.users Extends Model 1 field 0 methods ResUsers · inherits res.users

sale.invoice.payment.line.wiz New model TransientModel 9 fields 0 methods SaleInvoicePaymentLineWiz · Sale invoice payment lines wizard

sale.invoice.payment.wiz New model TransientModel 8 fields 2 methods SaleInvoicePaymentWiz · Sale invoice payment wizard

sale.payment.sheet New model Model 13 fields 4 methods SalePaymentSheet · inherits mail.thread · Sale Payment Sheet

sale.payment.sheet.line New model Model 14 fields 1 method SalePaymentSheetLine · Sale Payment Sheet Line

Code Analysis

Views touched (7)

Models touched (5)

res.users Extends Model 1 field 0 methods ResUsers · inherits res.users

sale.invoice.payment.line.wiz New model TransientModel 9 fields 0 methods SaleInvoicePaymentLineWiz · Sale invoice payment lines wizard

sale.invoice.payment.wiz New model TransientModel 9 fields 2 methods SaleInvoicePaymentWiz · Sale invoice payment wizard

sale.payment.sheet New model Model 13 fields 4 methods SalePaymentSheet · inherits mail.thread · Sale Payment Sheet

sale.payment.sheet.line New model Model 14 fields 1 method SalePaymentSheetLine · Sale Payment Sheet Line