The problem is that a Proforma Invoice isn't a financial invoice.  Your customer can make a payment to you but it can't be against the proforma.

If you want the customer to pay before delivery, and to be able to record the payment you need a downpayment invoice.  This is linked to the sales order and amount will be deducted from the "final" invoice (so if 100% is prepaid this invoice has zero outstanding).

Down payment invoice:

You could use Automation Rules (Automated Action in older versions) to alert the salesperson when the customer pays.

Hello Hristo,

Please go to Settings → Technical → Automation → Automated Actions:
Name:           Notify Salesperson on Payment Received

# Python code for the automated actionfor payment in records:# Find related SO via partner and amount    sale_orders = env['sale.order'].search([('partner_id','=', payment.partner_id.id),('state','in',['sale','done']),('invoice_status','!=','invoiced'),])for so in sale_orders:        so.message_post(            body=f"""
                <p>💰 <strong>Payment Received!</strong></p>
                <p>Amount: <strong>{payment.amount}{payment.currency_id.name}</strong></p>
                <p>Payment Reference: {payment.ref or'N/A'}</p>
                <p>Payment Date: {payment.date}</p>
        
            """,            subject=f'Payment received for {so.name}',            message_type='comment',            subtype_xmlid='mail.mt_note',            partner_ids=[so.user_id.partner_id.id],# notify salesperson)

Hello Hristo,

This is a common scenario in Odoo.

By default, payments are linked to Invoices, not directly to Sales Orders, and since a proforma invoice is not an accounting document, Odoo cannot automatically track payment against it.

A practical approach would be:

• Create a draft invoice from the Sales Order instead of relying only on proforma
• Once the bank transaction is synced, the accountant can reconcile the payment with the invoice
• The invoice status will update to “Paid”, which is visible from the Sales Order as well

For your requirement (automatic notification to sales team), you can:

• Use Activities or automated actions to notify the salesperson when an invoice is marked as paid
• Or implement a small customization to reflect payment status directly on the Sales Order

Hope this works for you! If you need any help implementing this or want a more optimized approach, feel free to reach out for further discussion

Regards,

Zehntech Technologies Inc.

santosh.sekwadia@zehntech.com