Turn one invoice into a trackable payment plan
Split any customer invoice or sales order into a frequency-based installment schedule with a live visual timeline, automated reminders, and a self-service customer portal — no spreadsheets, no manual chasing.
The problem
Odoo's native payment terms can split an invoice into a static percentage schedule, but they were never built to be an installment product. There is no per-installment status, no visual schedule for the sales rep or the customer to see, no down payment or late-fee logic, and no reminder workflow — so finance teams end up tracking plans in spreadsheets and manually chasing every due date.
The solution
Payment Installments generates a frequency-based schedule directly from an invoice or sales order, tracks every installment's status as payments arrive, applies late fees and early-payment discounts automatically, and drives reminder emails and dunning off the same schedule — with a portal page so customers always know what is due and when.
Everything an installment plan needs
Every capability below is implemented in the module.
Frequency-Based Schedules
Weekly, bi-weekly, monthly, quarterly or yearly cadences with automatic due-date and amount generation, rounding remainder included, so the schedule always reconciles to the invoice total.
Visual Installment Timeline
Every plan shows a live timeline of due dates, amounts and status colour-coded paid, partial, due or overdue — at a glance, directly on the plan form.
Down Payments
Configure a down payment as a percentage or a fixed amount; the remaining balance is split automatically across the chosen schedule.
Late Fees & Early Discounts
Apply a configurable late-fee percentage to overdue installments and reward early payers with a tiered early-payment discount window.
Automated Reminders & Dunning
A daily scheduled action emails customers ahead of upcoming due dates, sends overdue notices, and creates a follow-up activity for the salesperson on every late installment.
Customer Self-Service Portal
Customers see their own installment plans, remaining balance, due dates and status from the portal, with a direct link to pay the linked invoice online.
Pre-Built Plan Templates
Ship-ready templates such as 12-Month Equal, 50/50 Split and Quarterly with a down payment let staff configure a plan in one click, or build their own reusable presets.
Sales Order & Invoice Integration
Enable installments on a quotation and preview the plan before confirming, or launch a guided wizard from any customer invoice; a smart button always shows the linked plan.
Cash-Flow & Aging Reports
List, pivot and graph views of every installment line grouped by due date and status give finance a forward-looking view of expected collections and overdue exposure, plus a printable PDF schedule.
How it works
Pick or Build a Template
Choose a ready-made template or set the frequency, down payment, late fee and discount rules for this plan.
Preview the Schedule
The wizard or the sales order shows every due date and amount before the invoice or order is confirmed.
Track Every Payment
As payments are registered on the invoice, each installment's status and the timeline update automatically.
Let the Cron Follow Up
Reminders, overdue notices and dunning activities go out on schedule while customers self-serve from the portal.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. Enable installments on a sales order and preview the schedule before confirming; when the order is invoiced, the tracked installment plan is generated on the resulting invoice using the chosen template.
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.
Payment Installments
Split customer invoices and sales orders into tracked, frequency-based installment plans with down payments, late fees and early-payment discounts.
Buy on Odoo App Store