Record customer payments in Odoo accounting system. Use when a customer pays an invoice, when bank transfer is received, or when marking invoices as paid.
Record payments against invoices in Odoo via MCP server.
Use this skill when:
Collect the following information:
Before recording payment:
DRY_RUN=true: Log what would be recorded, don't create real paymentDRY_RUN=false: Proceed with recording paymentUse the MCP tool to record the payment:
mcp__ai-employee__record_payment(
invoice_id=123,
amount=5000,
payment_date="2026-03-09", # optional
reference="Bank Transfer" # optional
)
Print action tags for logging:
[SKILL] Using skill: /record-payment
[MCP] Calling mcp__ai-employee__record_payment
[DONE] Payment recorded: $5,000 for invoice INV/2026/0001
/Done/payments/User: Record payment of $5,000 for invoice INV/2026/0001
AI:
[SKILL] Using skill: /record-payment
[INFO] Recording payment: $5,000 for INV/2026/0001
[MCP] Calling mcp__ai-employee__record_payment(invoice_id=123, amount=5000)
[DONE] Payment recorded: ID 456, $5,000 for invoice INV/2026/0001
Email: "Payment of $10,000 has been transferred for invoice INV/2026/0002"
AI:
[SKILL] Using skill: /record-payment
[READ] Reading payment notification email
[MOVE] Moving to /In_Progress/email/
[INFO] Recording payment: $10,000 for INV/2026/0002
[MCP] Calling mcp__ai-employee__record_payment(invoice_id=124, amount=10000, reference="Bank Transfer")
[DONE] Payment recorded successfully
[MOVE] Moving to /Done/email/
[SKILL] Using skill: /update-dashboard
If DRY_RUN=true:
[SKILL] Using skill: /record-payment
[DRY RUN] Would record payment: $5,000 for invoice INV/2026/0001
[DRY RUN] Payment date: 2026-03-09
[DRY RUN] Reference: Bank Transfer
[DONE] Dry run complete - no real payment recorded
| Tool | Parameters | Returns |
|---|---|---|
mcp__ai-employee__record_payment | invoice_id (int), amount (float), payment_date (str, optional), reference (str, optional) | Payment ID, success status |
| Error | Action |
|---|---|
| Invoice not found | Ask for correct invoice number |
| Payment amount mismatch | Verify amount with user |
| Invoice already paid | Report error, invoice already settled |
| Odoo not connected | Report error, suggest checking Odoo connection |
/create-invoice - Create the invoice that was paid/get-financial-report - View payment in financial report/send-email - Send payment confirmation to customer/generate-briefing - Include in weekly CEO briefing