Commission Payment Tracking

This is a community module developed and maintained by MESACHES DESARROLLOS INFORMATICOS SL. It is published as open source for the benefit of the Odoo community, with no commercial purpose.

This module is not maintained by OCA nor part of any OCA repository. It is a complementary add-on designed to work alongside the OCA Commission module (account_commission_oca from https://github.com/OCA/commission).

It extends the OCA Commission settlement workflow to track when agent commissions have been paid, with full traceability back to the source sales invoices.

It is designed for companies where commission agents are employees who are paid through payroll, rather than suppliers paid via accounts payable. The module provides payroll reference fields to link commission payments to specific payroll periods or payslips.

Table of contents

• Features
• Dependencies
• Configuration
• Usage
• Known Limitations
• Bug Tracker
• Credits
  • Authors
  • Contributors
  • Maintainers

Features

• Payment state: Adds a Paid state to the settlement workflow (settled / invoiced -> paid).
• Payment records: Each payment is recorded with date, amount, reference, and optional payroll reference for full audit trail.
• Partial payments: Support for multiple partial payments per settlement until fully paid.
• Invoice traceability: Every payment record automatically resolves the source sales invoices and customers that generated the commission.
• Bulk payments: Register payments for multiple settlements at once via the list view action.
• Payment reversal: Revert a paid settlement back to settled state, deleting all associated payment records.
• Dashboard: Pivot and graph views for payment analysis by agent and over time.
• PDF report: Commission Payment Summary report with settlement details, commission lines with source invoices, and payment history.
• Payroll integration fields: Payroll Reference and Payroll Period fields to link payments to payroll batches (no hard dependency on hr).

Dependencies

• account_commission_oca (from OCA/commission)

Configuration

No special configuration is required. The module uses the same security groups as the base commission module:

• Commission Manager (commission_oca.group_commission_manager): Full access -- can register payments, revert payments, and manage payment records.
• Commission User (commission_oca.group_commission_user): Read-only access to payment records.

Usage

1. Go to Commissions > Settlements and select one or more settlements in Settled or Invoiced state.
2. Click the Register Payment button (or use the bulk action from the list view).
3. Choose payment mode:
   • Pay full pending amount: Pays the entire remaining balance.
   • Custom amount per settlement: Enter a specific amount (must not exceed the pending amount).
4. Optionally fill in:
   • Payment Reference: e.g., bank transfer number.
   • Payroll Reference: e.g., NOM-2026-03.
   • Payroll Period: e.g., 2026-03.
5. Click Register Payment. If fully paid, the settlement moves to Paid state.
6. To print the payment summary, use Print > Commission Payment Summary from the settlement form.

Known Limitations

• The module does not create accounting entries (journal items). It is a tracking/control layer only.
• There is no hard integration with hr_payroll. Payroll reference fields are free-text. A bridge module commission_payment_oca_hr may be developed in the future for deeper integration.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported.

Credits

Authors

• MESACHES DESARROLLOS INFORMATICOS SL

Contributors

• MESACHES DESARROLLOS INFORMATICOS SL

Maintainers

This module is developed and maintained by MESACHES DESARROLLOS INFORMATICOS SL.

It is not part of any OCA repository. It is a free, open-source contribution to the Odoo community, published under the AGPL-3 license with no commercial purpose.