Record the deposit, automatically apply it to the invoice

Capture a customer advance directly on the quotation or sales order before any invoice exists, then let Sale Advance Payment journal, post, and auto-reconcile it onto the final invoice with zero manual steps.

The problem

Standard Odoo has no way to record money against a quotation before an invoice exists. Sales teams either issue a premature down-payment invoice or ask Accounting to post a disconnected journal entry — both slow, error-prone, and reliant on accounting knowledge front-line staff rarely have.

The solution

Sale Advance Payment lets any salesperson record a deposit on the order in one guided step. The payment is journalled and posted automatically, a live running balance shows on the order, and every advance is auto-reconciled onto the final invoice the moment it posts — no manual selection required.

Capabilities

Everything you need to capture and apply deposits

Every capability below is implemented in the module.

01

Capture Advance on Quotation or Order

Record a deposit directly from the sales order header, before any invoice is created, at draft, sent, or confirmed stage.

02

Partial or Full Advance Amounts

Enter any amount up to the order total; the wizard defaults to the remaining balance so nothing is over- or under-recorded.

03

Journal & Payment Method Selection

Pick the journal and payment method line at the moment you record the payment, defaulting sensibly but always adjustable.

04

Multiple Payment Types Supported

Bank transfer, cash, card, or cheque — any inbound payment method configured on the journal works out of the box.

05

Automatic Journaling & Posting

Every recorded advance becomes a fully posted payment entry, with no manual accounting journal entry required.

06

Auto-Reconciliation to the Final Invoice

When the invoice posts, every linked advance is automatically matched against it — opt-out, not opt-in.

07

Live Running Balance on the Order

Paid and Remaining amounts update on the order header the moment a payment posts, with an at-a-glance status badge.

08

Advance Status at a Glance

A Nothing Paid, Partially Paid, or Fully Paid badge and a dedicated smart button list every payment linked to the order.

09

Full Audit Trail

Each advance is logged on the order's chatter with who recorded it, when, and for how much.

Workflow

How it works

1

Register the Advance

From the sales order, click Register Advance and enter the amount, journal, and payment method.

2

Payment Posts Automatically

The advance is created as a posted payment and linked back to the order.

3

Running Balance Updates

The order header shows Paid / Remaining and the Advance Status badge in real time.

4

Invoice Auto-Reconciles

When you invoice the order, every recorded advance is automatically applied to reduce the balance due.

Questions

Frequently asked

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

No. It adds a separate, faster path for recording money received before invoicing — a true advance/deposit — without creating an early invoice. You can still use standard down-payment invoicing when you prefer.

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.

Sale Advance Payment

Record a customer deposit against a quotation or order before any invoice exists — journaled and posted automatically, reconciled onto the final invoice, with a running balance on the order itself.

Buy on Odoo App Store