USER MANUAL - PAYMENT AND RECEIPT REPORT

August 19, 2024 by
admin


                                                                                                                 


Overview
 Introducing ZestyBeanz's Payment and Receipt Report Module, designed to simplify your financial tracking. This module allows you to easily access and review transactions between specific dates. You can generate reports tailored to any date range that suits your reporting needs. 


Exploring Payment And Receipt Report Module
 
Installation
  1. Get the module from Odoo App store https://apps.odoo.com/apps/modules/16.0/zb_payment_and_receipt_report
  2. Extract the file from your system after the download finishes. You will be able to see a folder named- zb_payment_and_receipt_report
  3. Copy and paste this folder inside your Odoo Add-Ons path.
  4. Now, open the Settings menu. Here, click on Activate the Developer Mode.
  5. Then, open the Apps menu and click on ‘Update Modules List’.
  6. In the search bar, remove all the filters and search zb_payment_and_receipt_report.
  7. You will be able to see the module in the search result. Click on ‘Install’ to install it.
After Installing the module
Navigate to Invoicing > Reporting
  • A new menu Payment and Receipt is added.
 
While selecting the Payments and Receipts menu.
  • A new popup window opens. Select the from and to dates here. Then click the Generate Report button to generate the report.


The excel report of the payment and receipts.



Key Features
  • Payment And Receipt: Easily Access Transactions Between Specific Dates
  • Custom Date Selection : Generate reports for any specific date range to meet your reporting needs.
  • Excel Report: Reports are provided in Excel format for straightforward analysis and documentation.


Conclusion
In conclusion, ZestyBeanz's Payment and Receipt Report Module is an invaluable asset for anyone seeking a streamlined approach to financial reporting. By offering customizable date range options and delivering data in an easily accessible Excel format, this module ensures that tracking and analyzing your transactions is both efficient and straightforward. Elevate your financial management with ZestyBeanz and experience a new level of clarity and control.
https://apps.odoo.com/apps/modules/16.0/zb_payment_and_receipt_report