Payment Menus

Users often need to jump straight to customer or vendor payments without navigating through invoicing menus. This small module adds two menu entries, Customer Payments and Vendor Payments, that open the standard payment list already filtered for each side. It relies on Accounting, Sales and Purchase and adds no models or fields. The benefit is fewer clicks for daily cash handling.

1. 1

   Install the module

   Install it from Apps. The two menu entries appear without any setting.

   • No configuration
   • Two menu entries
2. 2

   Open Customer Payments

   Open Customer Payments to see the payment list filtered to incoming payments from customers.

   • Filtered list
   • Standard payment form
3. 3

   Open Vendor Payments

   Open Vendor Payments to see the list filtered to outgoing payments to vendors.

   • Filtered list
   • Standard payment form
4. 4

   Create a payment

   Create a payment from the opened list. The default context sets the correct payment type and partner type for the side.

   • Default context
   • Uses standard rules

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