I would like to know if someone could help me with information on how to use the account_payment module to register the advanced payments (also known as down payment before proceeding with an order) from customers and later pull them back to pay the invoice. I am a bit confused and bit ignorant on how to use the module. Maybe it is because I don’t understand the concept of what the payment module really does.
I tried to create an entry in Payments for $500 to represent money that I will receive from a customer, then i press the action buttons that will take the payment into various stages from draft, approved, processing, to succeeded. I assume the succeeded stage means that money has been received and is deposited into the bank account. Everything looks good, but when I look into the account moves, I don’t see any moves created for the reception of the payment. I believe the payments, once reach the succeeded stage, should post the account moves like an invoice, but this is where I am confused. Later when I want to submit the payment from the same customer to pay the invoice, I don’t see how do I pull the $500 as money to partially pay the invoice. Can anyone give me some insight?
Digging a little bit in the forum i found this Payment and statement topic where something similar is discussed where another module the “account_statement” module comes to play to role of creating the account moves for the payment. If this is how it is done, can someone provide me with a short sequence of steps on how would I accomplish that what I need.
Based on the information I have found on this forum and my rough imagination on how this is applied in practice, I think the account_payment module is used by the “sales agent” just to register the potential payments from customer; so no account moves are issued. When the payment comes in either in cash or as a transaction as in a bank statement, it is processed by the accountant in the account_statement module which will then generate the actual account moves. Is this the right concept about those modules?
Many thanks in advanced.