Overview
Payment Request adds a preliminary financial process for handling payment requests before they become vendor bills. This is particularly useful when the requester is not an accounting user, when the request does not start from a standard vendor bill, or when the requester does not know which company the payment should be made from.
Portal users can submit and track their own requests without a paid internal Odoo licence. They can see statuses, read notes and communicate directly in the request discussion. Finance users can review requests, pick the right company and create vendor bills straight from the request.
The module supports both bill-based and bill-less requests, including alternative payout details such as bank card, international bank account, PayPal, Payoneer / Wise and Bitcoin.
Key features
- Creating payment requests from Odoo or through the portal
- Submission by portal users without a paid internal licence
- Support for both bill-based and bill-less scenarios
- Support for alternative payout details: bank card, Payoneer / Wise, Bitcoin
- Status tracking: New, In Progress, On Hold, In Payment, Paid, Cancelled
- The requester is subscribed to their own request automatically
- The operation manager is subscribed automatically and notified of changes
- Requesters can follow statuses, notes and the communication history
- Creating vendor bills directly from payment requests
- Copying attachments from the request to the vendor bill it creates
- Multi-company support, where the finance team picks the final company during processing
- A practical alternative to creating vendor bills through an email alias
- A separate To Check review flow for vendor bills
How it works
- The requester creates a payment request in Odoo or through the portal.
- The request holds the financial data, payment details and supporting documents.
- The finance team reviews the request, talks to the requester and changes its status.
- In a multi-company setup, the correct company is chosen during processing.
- When everything is ready, a finance user creates the vendor bill straight from the request.
- Attachments and the communication history stay linked to the request, so it can be traced end to end.
Key screens
Below is how the module is configured and used by portal users, operation managers and finance teams.
1. Controlled portal-user access to payment requests
Enable the Payment Request Portal option for selected portal users to give them access to the payment request features. This opens access to specific external users only.
2. Automatic subscription of operation managers
Enable the Operation Manager option for internal users who should automatically become followers of new payment requests and receive notifications about updates, comments and status changes.
3. Creating a payment request through the portal
Portal users can create payment requests without a paid internal Odoo licence. The form lets them enter the financial data, add attachments and payout details, including non-standard options such as bank card, Payoneer / Wise or Bitcoin.
4. Tracking submitted requests in the portal
Portal users can see their own requests on a dedicated portal page, check statuses and open request details without any backend access.
5. Request details and communication in the portal
The requester can see the request details, its current status and the discussion history, and add comments directly in the discussion.
6. Central request management for finance users
The finance team manages every payment request from a dedicated backend list and prioritises processing in one place.
7. Full request view in the backend
The backend request form gives finance users the request details, payout details, comments, followers and the whole communication history in one place.
8. Creating a vendor bill directly from a request
Finance users can create a vendor bill straight from the request through a dedicated wizard, choosing the company, the purchase journal, the expense account and the To Check flag.
9. The created vendor bill, linked to the request
Once created, the vendor bill stays linked to the originating payment request, keeping the trail between the request and the accounting document clear.
10. A separate review queue for To Check bills
The module adds a dedicated menu for vendor bills flagged as To Check, which helps the finance team separate documents that still need review.