feat(account settings): add checkbox to show balances in payment entry

erpnext/accounts/doctype/accounts_settings/accounts_settings.json

@@ -56,6 +56,9 @@
   "reconciliation_queue_size",
   "column_break_resa",
   "exchange_gain_loss_posting_date",
+  "payment_entry_settings",
+  "show_account_balance",
+  "show_party_balance",
   "invoicing_settings_tab",
   "accounts_transactions_settings_section",
   "over_billing_allowance",
@@ -95,7 +98,8 @@
   "legacy_section",
   "ignore_is_opening_check_for_reporting",
   "payment_request_settings",
-  "create_pr_in_draft_status"
+  "create_pr_in_draft_status",
+  "column_break_xrnd"
  ],
  "fields": [
   {
@@ -636,6 +640,23 @@
    "fieldname": "use_legacy_controller_for_pcv",
    "fieldtype": "Check",
    "label": "Use Legacy Controller For Period Closing Voucher"
+  },
+  {
+   "fieldname": "payment_entry_settings",
+   "fieldtype": "Section Break",
+   "label": "Payment Entry Settings"
+  },
+  {
+   "default": "0",
+   "fieldname": "show_account_balance",
+   "fieldtype": "Check",
+   "label": "Show Account Balance"
+  },
+  {
+   "default": "0",
+   "fieldname": "show_party_balance",
+   "fieldtype": "Check",
+   "label": "Show Party Balance"
   }
  ],
  "icon": "icon-cog",
@@ -643,7 +664,7 @@
  "index_web_pages_for_search": 1,
  "issingle": 1,
  "links": [],
- "modified": "2025-10-20 14:06:08.870427",
+ "modified": "2025-11-06 17:48:07.682837",
  "modified_by": "Administrator",
  "module": "Accounts",
  "name": "Accounts Settings",
@@ -668,8 +689,9 @@
   }
  ],
  "quick_entry": 1,
+ "row_format": "Dynamic",
  "sort_field": "modified",
  "sort_order": "ASC",
  "states": [],
  "track_changes": 1
-}
+}

erpnext/accounts/doctype/accounts_settings/accounts_settings.py

@@ -65,8 +65,10 @@ class AccountsSettings(Document):
 		role_allowed_to_over_bill: DF.Link | None
 		role_to_override_stop_action: DF.Link | None
 		round_row_wise_tax: DF.Check
+		show_account_balance: DF.Check
 		show_balance_in_coa: DF.Check
 		show_inclusive_tax_in_print: DF.Check
+		show_party_balance: DF.Check
 		show_payment_schedule_in_print: DF.Check
 		show_taxes_as_table_in_print: DF.Check
 		stale_days: DF.Int
@@ -105,6 +107,7 @@ class AccountsSettings(Document):
 			frappe.clear_cache()
 
 		self.validate_and_sync_auto_reconcile_config()
+		self.hide_or_show_party_and_account_balance()
 
 	def validate_stale_days(self):
 		if not self.allow_stale and cint(self.stale_days) <= 0:
@@ -112,6 +115,18 @@ class AccountsSettings(Document):
 				_("Stale Days should start from 1."), title="Error", indicator="red", raise_exception=1
 			)
 
+	def hide_or_show_party_and_account_balance(self):
+		def set_property(fieldname, value):
+			make_property_setter("Payment Entry", fieldname, "hidden", value, "Check")
+
+		if self.has_value_changed("show_party_balance"):
+			set_property("party_balance", not self.show_party_balance)
+
+		if self.has_value_changed("show_account_balance"):
+			account_fields = ["paid_from_account_balance", "paid_to_account_balance"]
+			for field in account_fields:
+				set_property(field, not self.show_account_balance)
+
 	def enable_payment_schedule_in_print(self):
 		show_in_print = cint(self.show_payment_schedule_in_print)
 		for doctype in ("Sales Order", "Sales Invoice", "Purchase Order", "Purchase Invoice"):

erpnext/accounts/doctype/payment_entry/payment_entry.py

@@ -449,7 +449,7 @@ class PaymentEntry(AccountsController):
 				self.contact_person = get_default_contact(self.party_type, self.party)
 
 			complete_contact_details(self)
-			if not self.party_balance:
+			if not self.party_balance and frappe.get_single_value("Accounts Settings", "show_party_balance"):
 				self.party_balance = get_balance_on(
 					party_type=self.party_type, party=self.party, date=self.posting_date, company=self.company
 				)
@@ -2684,11 +2684,17 @@ def get_party_details(company, party_type, party, date, cost_center=None):
 
 	party_account = get_party_account(party_type, party, company)
 	account_currency = get_account_currency(party_account)
-	account_balance = get_balance_on(party_account, date, cost_center=cost_center)
+	account_balance = (
+		get_balance_on(party_account, date, cost_center=cost_center)
+		if frappe.get_single_value("Accounts Settings", "show_account_balance")
+		else 0
+	)
 	_party_name = "title" if party_type == "Shareholder" else party_type.lower() + "_name"
 	party_name = frappe.db.get_value(party_type, party, _party_name)
-	party_balance = get_balance_on(
-		party_type=party_type, party=party, company=company, cost_center=cost_center
+	party_balance = (
+		get_balance_on(party_type=party_type, party=party, company=company, cost_center=cost_center)
+		if frappe.get_single_value("Accounts Settings", "show_party_balance")
+		else 0
 	)
 	if party_type in ["Customer", "Supplier"]:
 		party_bank_account = get_party_bank_account(party_type, party)
@@ -2717,7 +2723,11 @@ def get_account_details(account, date, cost_center=None):
 	if not account_list:
 		frappe.throw(_("Account: {0} is not permitted under Payment Entry").format(account))
 
-	account_balance = get_balance_on(account, date, cost_center=cost_center, ignore_account_permission=True)
+	account_balance = (
+		get_balance_on(account, date, cost_center=cost_center, ignore_account_permission=True)
+		if frappe.get_single_value("Accounts Settings", "show_account_balance")
+		else 0
+	)
 
 	return frappe._dict(
 		{
@@ -3529,11 +3539,18 @@ def get_paid_amount(dt, dn, party_type, party, account, due_date):
 def get_party_and_account_balance(
 	company, date, paid_from=None, paid_to=None, ptype=None, pty=None, cost_center=None
 ):
+	show_account_balance = frappe.get_single_value("Accounts Settings", "show_account_balance")
 	return frappe._dict(
 		{
-			"party_balance": get_balance_on(party_type=ptype, party=pty, cost_center=cost_center),
-			"paid_from_account_balance": get_balance_on(paid_from, date, cost_center=cost_center),
-			"paid_to_account_balance": get_balance_on(paid_to, date=date, cost_center=cost_center),
+			"party_balance": get_balance_on(party_type=ptype, party=pty, cost_center=cost_center)
+			if frappe.get_single_value("Accounts Settings", "show_party_balance")
+			else 0,
+			"paid_from_account_balance": get_balance_on(paid_from, date, cost_center=cost_center)
+			if show_account_balance
+			else 0,
+			"paid_to_account_balance": get_balance_on(paid_to, date=date, cost_center=cost_center)
+			if show_account_balance
+			else 0,
 		}
 	)
 

erpnext/patches.txt

@@ -424,3 +424,5 @@ erpnext.patches.v15_0.update_uae_zero_rated_fetch
 erpnext.patches.v15_0.update_fieldname_in_accounting_dimension_filter
 erpnext.patches.v15_0.set_asset_status_if_not_already_set
 erpnext.patches.v15_0.toggle_legacy_controller_for_period_closing
+execute:frappe.db.set_single_value("Accounts Settings", "show_party_balance", 1)
+execute:frappe.db.set_single_value("Accounts Settings", "show_account_balance", 1)