Automatic receipts, self-service for every customer payment
Cerevantix Customer Payment Receipt Report emails a branded PDF receipt the moment a payment is validated, and gives customers their own portal to browse, preview and download every receipt — no manual export, no XML editing, no follow-up emails.
The problem
Validating a customer payment in Odoo does not produce a receipt on its own. Finance teams must manually assemble the details, export a PDF and email it as a separate step for every payment — a slow, easy-to-skip habit that leaves customers without confirmation and support fielding ‘did you receive my payment?’ questions.
The solution
This module turns every validated payment into a delivered, branded receipt automatically, and gives customers a dedicated portal to browse, search and download their own payment history and receipts — combining backend automation with customer self-service in one app.
Everything a finance team needs to acknowledge a payment
Every capability below is implemented in the module.
Auto-email on payment validation
The moment a customer payment is posted, a branded receipt PDF is emailed automatically — no manual export or send step required.
Preview + bulk send wizard
Review the exact subject, body and recipient count before sending, then send receipts for one payment or many at once from the same wizard.
Bulk send from the payments list
Select any number of payments in the list view and send their receipts in a single action from the list's Action menu.
Payment status at a glance
Every payment carries a computed Paid, Pending, Partially Paid or Overdue status badge, visible in the list, the form and the customer portal.
Per-company header and footer
Add a custom header and footer to the native receipt PDF per company, so every receipt reflects your branding and terms.
Configurable send settings
Turn auto-send on or off, choose which recipient (contact, commercial entity or invoicing address) receives the receipt, and edit the header/footer — all from Settings.
Customer self-service portal
Customers get a dedicated Payment Receipts area under My Account to browse every payment recorded against their account.
Search, filter, sort and group
The portal list supports keyword search, status and date-range filters, sorting and grouping — the same familiar patterns as Odoo's Orders and Quotations portal.
Embedded preview and bulk ZIP download
Customers preview a receipt inline without downloading, grab a single PDF in one click, or download several receipts together as one ZIP archive.
How it works
Configure once
Turn on auto-send, pick the recipient rule and set your header/footer from Settings.
Validate a payment
Register and post a customer payment in Odoo as usual — no extra clicks.
Receipt goes out
A branded receipt PDF is emailed automatically, or sent in bulk via the preview wizard.
Customer self-serves
The customer logs into the portal to browse, preview and download any receipt, any time.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. It reuses Odoo's native receipt report and PDF template for rendering, and adds automatic emailing, a bulk-send wizard, a customer portal, and per-company header/footer branding on top of it.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Customer Payment Receipt Report
Branded receipts emailed automatically on every validated payment, with a preview-and-bulk-send wizard, per-company headers and a customer portal for browsing and downloading payment history.
Buy on Odoo App Store