518.62

v 11.0 v 12.0 Third Party
Required Apps Invoicing Management (account_invoicing)
Lines of code 3757
Technical Name ae_loan_management
LicenseAGPL-3
Websitehttp://atharverp.com/
Also available in version v 12.0
You bought this module and need support? Click here!
Required Apps Invoicing Management (account_invoicing)
Lines of code 3757
Technical Name ae_loan_management
LicenseAGPL-3
Websitehttp://atharverp.com/
Also available in version v 12.0

Loan Management


Community:
v 12.0 v 11.0
Enterprise:
v 12.0 v 11.0

This Loan Management app is an incredibly powerful and versatile loan app that help you to manage loan with invoices, Journal Entries, Outstanding balance, principal and interest balalnce, payments etc. Also provides different ways to pay loan installments and provides functionality to change loan installments date.



arrow


arrow Hot Features
  • arrow Auto creation of loan installments

    Scheduler auto creates loan installment invoice base on date.

  • arrow Postpone Installments

    Postpone installments by certain amount of days or months, also reset it if need. By certain amount of month postpone installment allow to postpone by selecting loan installment's items.

  • arrow Extra Payment

    Pay extra amount of loan with some options. Like cover that amount only in principal amount or in installments or both.

  • arrow Close Loan

    Don’t allow to close if there is any partial or paid loan iinstallments invoice.Close loan functionality cancel all draf and open loan installments invoices. Add ‘C’ after loan name.

  • arrow Cancel Loan

    Cancel loan funcionality cancel all draft and open loan installments invoices. Marks partial paid loan installments invoices as fully paid with Write-Off account.

  • arrow Report

    PDF report to print loan details

  • arrow Send Loan Detail to customer via Email

    User can send email for loan detail with pdf file.

  • arrow Server Actions

    1. To update loan installments invoices number.
    2. To Create loan installment invoices manually before today date.

arrow Key Features
  • arrow Provides all details like Transaction history, Payment history, Outstanding balance, Invoices, Total due amounts, Due days, Paid tax, insurance, principal, interest in one view.

  • arrow Transaction history of loan installments invoices and its payments with current date balance. Creates transaction history on validation of loan installment invoice and also removes it when cancel loan installment invoice.

  • arrow Payment history of all loan payments and linked invoices with payments. Creates payment history when paying amount and removes when cancling payment. Remove invoice link from payment history on unreconcilation of payment from invoice.

  • arrow Differenciate loan products by addind ‘Propety’ category inside product.

  • arrow Creates Processing fee invoice when validating loan.

  • arrow Displays Loan details and Payment amount details from customer view so user can see total loans and total payment amounts of any customer.

  • arrow Displays Total Cashed and Paid details from product view.


Loan Accounts and Products Configuration
arrow

Properties
arrow

Loan
arrow

Loan Installments
arrow

User Setting - Loan rights
arrow

Report
arrow
arrow

Send Loan Detail to Customer
arrow arrow

Postpone Installments
- Allow to postpone loan installments date by certain number of days or month by selecting specific date.
- This functionality postpone open loan invoices due date and invoice date or postpone installments date which are after selected date.
- By certain month option user has choice to postpone whole invoice or want to postpone invoice by selecting number of items(like Principal, Interest, Tax or Insurance).
- Also provides reset functionaly that will reset all instllments dates and invoices.
- Adds history for all intallment changes.


arrow



Extra Payment
- Allow to pay loan amount in different way like,
1. Settle with next due instalment rest with principal
2. Cover all next due installments
3. Cover only principal outstanding

1. Settle with next due instalment rest with principal
- Using this way user can pay first installment and if amount greater than first installment then rest pays in principal amount.

2. Cover all next due installments
- Cover all next due installments option pays all amount in installments(Loan invoices).

3. Cover only principal outstanding
- To pay only in principal amount.

- This also changes installment schedule based on payment amount and payment method.
- Also provide functionality to close loan, this will calculate total open invoices amount plus remaining principal. So user can pay all remaininging amount and close loan directly.



arrow




Note: Add only folowing prefix in loan Journal sequence.
Legend (for prefix, suffix)
Current Year with Century: %(year)s
Current Year without Century: %(y)s
Month: %(month)s
Day: %(day)s
Day of the Year: %(doy)s
Week of the Year: %(woy)s
Day of the Week (0:Monday): %(weekday)s
Hour 00->24: %(h24)s
Hour 00->12: %(h12)s
Minute: %(min)s
Second: %(sec)s

Atharv ERP Services

We provide the following services :


Odoo development

Odoo Development

Odoo Implementation

Odoo Implementation

Odoo Integration

Odoo Integration

Odoo Data Migration

Odoo Data Migration

Odoo Code Migration

Odoo Code Migration

Odoo Training

Odoo Training

Odoo Configuration

Odoo Configuration

Odoo Support

Odoo Support




Do not hesiste for further assistant at atharverp@gmail.com for more support or hire dedicated resources.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.