Odoo app
Payment Return Recovery

🧩 Description

This application simplifies the management of returned payments from customers and to suppliers, and is especially effective in handling direct debit or bank transfer transactions.

It includes the ability to manage the recovery of returned amounts, with the option to apply penalty fees such as return charges. The module also offers a wide range of configurable settings to ensure precise and adaptable control for each business.

Once the process is complete, all necessary accounting entries are automatically generated, significantly reducing administrative workload. The system also provides full reconciliation of all related transactions, ensuring clear, consistent, and error-free accounting management.

Developed and maintained by by Jesús Sánchez (jesanmor).

🚀 Key Features

  • Seamless Integration: Integrates into Odoo's accounting module, accessible via the customer and supplier menus.
  • User-Friendly Interface: Easily select the returned payment and configure return journal entry parameters.
  • Flexible Configuration: Define return date, journal, payment method, and reference.
  • Conciliation and Automation: Create unreconciled return entries with full traceability and automatic reconciliation.
  • Recovery Management: Choose to recover the amount with or without journal entries.
  • Penalty Customization: Configure penalty amounts, journals, accounts, and references.
  • Payment Entry Configuration: Automatically create and reconcile payment entries during recovery.
  • Accessibility: View all related entries (return, penalty, recovery) from the interface.

Video tutorial (Click on the image to see the video)

The following video demonstrates how Payment Return Recovery allows you to quickly and easily register a returned customer payment. It also showcases the complete process to recover the returned amount, including the optional application of a penalty surcharge.

Payment Return Recovery

📚 Usage Screenshots

Access the application through Billing in the customer or supplier menu. Customer Return example:

Access the application from the menu

Access the application through Billing in the customer or supplier menu. Return to Supplier example:

Access the application from the menu

Once the return has been made, you can configure its recovery:

Configure recovery

You can add a surcharge as a penalty for the return:

Configure Surcharge

Access all accounting entries involved in the return, surcharge, recovery and reconciliations:

View return, surcharge and recovery entries

Return entry:

Return entry

Recovery entry:

Recovery entry

Surcharge entry:

Surcharge entry

Reconciled entries:

Reconciled entries

⚙️ Installation

  1. Unzip the module into your Odoo addons directory.
  2. Restart the Odoo server.
  3. Activate developer mode.
  4. Install the module from the Apps menu.

📦 Supported Odoo Versions

  • Odoo 15.0
  • Odoo 16.0
  • Odoo 17.0
  • Odoo 18.0

📄 License

This module is licensed under the Odoo Propietary License v1.0 (OPL-1).

⚠️ Legal Notice on Images and Content

Reproduction in whole or in part is strictly prohibited..

The images, screenshots, and application examples displayed on this website are custom developments for clients and are protected by copyright. Unauthorized reproduction, distribution, or use is strictly forbidden without the express written consent of the owner.

👤 Author

Jesús Sánchez
GitHub: jesanmor

📝 Disclaimer

This module is provided as is, without warranty of any kind. Use at your own risk.