How to Update Payment Method with Single Paymode in Odoo POS

Updating payment methods for completed orders is a common requirement in retail operations especially when customers request changes or corrections after an order is processed. The entire process, from accessing the order to confirming updated payment details in your POS system.

Accessing Orders in the POS System

To begin, navigate to the Main Menu and select Point of Sale.From there, go to Orders → Click Orders.This action opens the Orders screen, where you’ll find a list of all completed orders that have been processed through the POS system.

Viewing Order Payment Details

If need to update a specific order, search for it using the Order Reference.Clicking on the order opens its details.Under the Payments tab, you’ll see the payment modes used for that order and the amount paid under each.For example, initially the system may show UPI: 3000.

Payment Method Update Option Details

The Update Payment Method button is visible only when the order status is “Paid.”
Clicking this button launches the Payment Method Update Wizard, which helps guide you through the update process.

Initiating the Payment Method Update Process

In the wizard, the Record to Update dropdown displays the amounts associated with each paymode (e.g., 3000 for UPI).When you select the 3000 amount, the system automatically fills in the Existing Payment Method (in this case, UPI).

Understanding Actual and Remaining Amounts

• Actual Amount displays the value of the selected paymode—in this case, 3000.
• Remaining Amount initially mirrors the Actual Amount.
• The Remaining Amount does not change until a new payment method and amount are entered.
• If no amount is entered, the Remaining Amount stays the same.

Choosing a New Payment Method

Inside the Payment Method section, click Add a Line to include a new payment mode.You can select any available paymode, such as Credit Card.For cash transactions, choose the appropriate cash option depending on the terminal.

Entering Updated Payment Amounts

Enter the amount you want to allocate to the newly selected payment method.The system automatically recalculates the Remaining Amount each time you update the value.

Formula:
Remaining Amount = Actual Amount – Entered Amount

Example of Remaining Amount Calculation

• Actual Amount: 3000
• Selected Paymode: Credit Card
• Entered Amount: 3000

Once 3000 is entered, the Remaining Amount becomes 0, indicating the full amount has been reassigned.

Confirming the Updated Payment Method

Before saving, double-check that the payment mode and amount are correct.When everything looks accurate, click Update to finalize the changes.After the update is saved, the Payments tab will display the revised details.For example: Credit Card: 3000