Capture Every Payment Reference at the Till

Give every POS payment a searchable reference — card auth codes, check numbers, wallet IDs — validated at entry, required where it matters, and visible all the way into accounting.

The problem

Card terminals, checks, wallets, and vouchers each produce their own identifier, but standard Odoo POS captures only the tender type and amount — not the reference tying a payment back to its processor or bank statement. At session close, finance staff cannot match a specific card payment to a specific settlement line, and every dispute or chargeback turns into a manual hunt through receipts and terminal logs.

The solution

A dedicated Payment Reference popup opens for configured methods, with a method-aware label, live format validation, and a duplicate-entry warning, so every reference is captured correctly the first time. That reference travels with the payment — onto the receipt, into the backend payment record, and onto the accounting move — so reconciliation happens where finance actually works.

Capabilities

Everything reconciliation needs, captured at the till

Every capability below is implemented in the module.

01

Per-Method Reference Capture

Configure each payment method independently as disabled, optional, or required, so cash stays untouched while card, check, and wallet payments demand a reference.

02

Context-Aware Labels

Show cashiers the label that fits the tender — “Card Auth Code”, “Check Number”, “Voucher Code” — instead of a generic box that leaves them guessing.

03

Configurable Format Validation

Enforce numeric, alphanumeric, or a custom pattern per method, rejecting malformed entries the instant they are typed.

04

Required-Field Enforcement

Block order confirmation until every required reference is present and valid, with a clear alert naming the payment method at fault.

05

Duplicate-Reference Warning

Flag a reference already used earlier in the session before the payment confirms, catching copy-paste and re-key errors on the spot.

06

Save Confirmation at the Till

A visible checkmark and success notification confirm the reference was captured, replacing silent, low-visibility entry.

07

Structured Reference Plus Notes

Pair the required, searchable reference with an optional free-form note for explaining disputes or delayed clearance.

08

Reconciliation-Ready Backend

Search, filter, and group POS payments by reference from a dedicated Payment References view built for end-of-day reconciliation.

09

Accounting & Receipt Visibility

The reference posts to the invoiced order’s accounting move and prints on the customer receipt, so it is visible in both the till and the books.

Workflow

How it works

1

Configure

Set each payment method’s capture mode, label, format, and help text from the Payment Methods form.

2

Capture

The cashier opens the Reference popup, enters the value, and gets instant validation and duplicate feedback.

3

Confirm

Odoo blocks order validation until every required reference is present and correctly formatted.

4

Reconcile

References print on the receipt and flow into the Payment References list and the accounting move for finance to match against statements.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

No. Terminal-provided fields such as transaction ID remain untouched; this module adds a separate, cashier-owned reference so manual capture works independently of any specific terminal integration.

Get the app

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.

POS Payment Reference

Method-aware reference capture with context-aware labels, configurable format validation, required-field enforcement, duplicate warnings and save confirmation at the till — carried through to receipts and the books.

Buy on Odoo App Store