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account_payment_return

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Purpose

Handle customer payment returns by reopening reconciled receivables while preserving payment history.

Features

payment.return: Creates customer payment return documents that reverse selected reconciled receivable entries and reopen the debt through a new journal entry.
payment.return: Prevents returning the same payment lines twice by validating duplicate references during matching.
payment.return: Provides workflow actions to match, confirm, cancel, and reset returns across draft, imported, done, and cancelled states.
payment.return: Supports selecting inbound payment method lines and computes the total returned amount for the journal entry.
payment.return.line: Captures return line details such as customer, reference, amount, bank charges, and return reason, with optional defaults from the selected journal.
payment.return.line: Automates lookup of reconciled invoices, journal items, or entries by reference to populate return lines.
payment.return.line: Generates accounting entries for returned amounts and optional bank charges when confirming the return.
account.move: Flags invoices with returned payments and updates the payments widget to show the related payment and return history.
account.move: Adds an invoice search filter to quickly list documents whose payments were returned.
account.journal: Stores default expense account and partner used when creating bank charge lines during payment returns.
account.partial.reconcile: Links partial reconciliations to the original receivable lines involved in a return to keep traceability.
account.move.line: Keeps many-to-many relations with partial reconciliations originating from returns for audit visibility.
payment.return.reason: Provides configurable return reasons with code and description, searchable by either value.