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Payment Reference in Point of Sale
POS Payment Reference enhances Odoo Point of Sale by allowing the cashier to enter a payment reference while processing the order. This reference is stored in the POS order backend records for verification and future tracking. This feature is highly useful for businesses accepting online payments, UPI, bank transfers, mobile wallets, vouchers, or any digital payments that require unique transaction identifiers.
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Add Payment Reference in POS Checkout
This module introduces a user-friendly option to enter a payment reference while processing POS payments. Cashiers can provide essential identifiers like transaction IDs or voucher numbers directly at checkout.
Reference Stored in POS Backend
All entered payment references are automatically saved in the backend POS Order payment details. Managers and accountants can easily view and verify payment records at any time.
Supports All Payment Methods
Whether payments are done via Cash, Card, Bank Transfer, or any digital method, this feature captures the reference seamlessly.
Screenshot
1.) POS Configuration Settings
This screen shows how to activate the POS Payment Reference Feature from the Point of Sale configuration panel. By checking this option in the Payment section, the system enables the functionality for adding payment references during POS transactions.
Navigation : Setting → INKERP → Payment Reference
2.) Add Reference Button on Payment Lines
In the POS payment screen, each selected payment method now displays an Add Ref button. This feature allows the cashier to enter a transaction reference for each payment line such as Cash or Card.
3.) Enter Payment Reference Popup (Cash Payment)
When the user clicks Add Ref for the Cash payment, a popup appears asking for the Payment Reference. The cashier can enter any reference such as UPI transaction ID, wallet approval code, or cash voucher number.
4.) Add Reference for Card Payment
This screen highlights the Add Ref option for the Card payment line during the POS checkout process. The cashier can assign a transaction approval number provided by the card terminal. It ensures that card transaction records are accurately linked with the POS order, improving traceability and preventing mismatches in accounting.
5.) Enter Payment Reference Popup (Card Payment)
Once the cashier clicks Add Ref for the Card payment, a reference entry popup is displayed. The cashier can input the card transaction unique approval code or authorization ID. This reference becomes part of the POS order payment record, allowing accountants and auditors to validate payment authenticity and track financial history.
6.) Payment Reference Stored in POS Order
Once the POS order is validated, the entered payment references are automatically saved in the backend under the Payments tab of the POS order. Each payment line clearly displays its respective reference for audit and verification purposes.
Navigation : Setting → Orders →Order
User Guide
