Customer Credit Payment Management for POS and Website in Odoo

by
Odoo

164.48

v 9.0 v 10.0 v 11.0 v 12.0 Third Party 11
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Required Apps Sales Management (sale_management)
Point of Sale (point_of_sale)
Website Builder (website)
eCommerce (website_sale)
Invoicing Management (account_invoicing)
Inventory Management (stock)
Technical Name internal_credit_payment
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 13.0 v 12.0 v 9.0 v 10.0
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Required Apps Sales Management (sale_management)
Point of Sale (point_of_sale)
Website Builder (website)
eCommerce (website_sale)
Invoicing Management (account_invoicing)
Inventory Management (stock)
Technical Name internal_credit_payment
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 13.0 v 12.0 v 9.0 v 10.0

Customer Credit Payment Management for POS and Website Odoo Apps

This Odoo apps allow credit payment facility in Odoo eCommerce/online store/webshop and POS. This Odoo module is complete features of customer credit management system which manages the credit balance, pay orders and bill using credit balance, add/update credit balance. Single credit amount balance use on point of sale as well as on Odoo Website/Webstore. Accounting entries managed properly Whenever credit balance use for payment or balance updated also when first time balance allocated.

If you want to manage customer credit payment management on Odoo then this will be the good Odoo app for use. By using this app you can easily add/update credit balance of your customer . This credit can be used as Payment, on time of pos order payment and eCommerce Order Payment with specific Journal. Customer credit balance can easily shown on each customer card and on POS screen as well as on Website screen. So don't need to go back and check each customer's credit balance. It has feature to pay partially or fully using credit balance and rest of the payment can also able to pay using other payment method(On Both POS and Website).Customer can also add credit balance in their account from the website and POS .Admin user can allow pay more than credit balance to their customers too.

Looking for only Website customer credit Management Odoo App, please check below module link
Website customer credit Management Odoo App.

Looking for only POS customer credit Management Odoo App, please check below module link
POS customer credit Management Odoo App.

Features

Add/Update credit amout of customer in website and POS

Easy to Add/Update credit amount of each customer by using Credit details menu under sales.

Autometically update credit amount

When Customer used credit amount. That credit limit of perticular customer will be automatically updated.

Allow to pay fully/partially amount payment

Customer can Pay fully or partially generated POS order by using his/her credit easily.

Multiple methods for payment to customer

Customer can pay order from mutiple payment method together when using Credit payment option.

Customer can pay from Credit Payment Method

At the time of Payment, Customer can pay from Credit Payment Method as per their available credit balance.

User can pay more amount then his/her credit balance

Customer can pay more then his/her available credit balance.

Does not allow to pay more payment then the available credit amount

Customer can not pay more then his/her available credit amount from credit payment journal.

Journal entry with the credit payment option

Correct Journal entry has been generated with credit payment option as its generated with default Odoo POS. So no need to worry about accounting transaction effected by this module.

Website Customer Credit Payment

Credit Product Configuration

User hve to select credit product under Website > Configuration > Settings menu.


Credit Detail Menu

We have created Credit Details menu in Sales. From that we can add credit for customer.


Smart Button on customer

View Smart button in customer Form view which shows how much credit available for that customer.



Update Customer Credit History

Customer's credit history and customer credit with payment history will be display under "Customer Credit Details" tab.



Update Credit Payment with Accounting Entry



Credit Payment with Accounting Entry Wizard

When you click on "Update With Accounting Entry" button, one wizard will open in which you need to add credit amount and select payment journal.



Update Customer Credit Details With Accounting Entry

Credit entry details with accounting entry display under "Update Customer Credit With Payment History".




Payment Entry in Accounting

Customer's created accounting credit payment will be display here.



Payment Entry Form View



Credit On Website

Customer can view or add credit balance in their account from the website and that credit balance is also shown on website too.

Click on Add Credit Balance button to add credit from website.


Add Credit

After click on button customer can easily add credit balance from here.


You can see a product name "Credit Product" is generated as per entered credit amount.


Customer can add credit balance from different payment method.


Once the order is confirmed credit amount is added in credit balance of that particular customer.


In the back-end you can see the updated credit amount of customer.


Use Credit Payment

You can make payment of order using "Credit Payment" as shown in fig.


Confirm Order

You can see the order is confirmed with payment method as "Credit Payment".


Customer Credit Details

You can see that amount of order is deducted from user's credit balance and that history will be generated.


Sale Order

Sales order will be created with credit payment method.


Payment Transactions

Payment transaction is also created in back-end as per selected customer, sales order,order amount and credit payment method.


Deducted Credit Balance On Website

You can also see deducted balance of user on website in Credit menu.


Order More Than Credit Balance

When You place an order more than the available credit amount as shown below.


When order amount is more than your available credit balance, order is not placed.


Allow Credit Payment

Manager can allow their customer to pay more then his/her available credit balance.


After allowing that you can see that order is more than available credit balance is placed.


Credit On Customer

You can see the negative deducted balance of customer after order confirmation.


Point Of Sale with Credit payment.

Credit Detail Menu

We have created Credit Details menu in Sales. From that we can add credit for customer.


Smart Button on customer

View Smart button in customer Form view which shows how much credit available for that customer.


POS - Customer View

In Point Of sale,see customer's credit details.


Payment Methods

We made a credit journal in accounting for payment. Which is also show in POS configuration payment options.


No Customer Warning

We can not use credit payment option if there is no customer selected. It will be raise Error popup.


No Product Warning

If product is not selected then It will be raise Error popup in POS.


Credit Availability

Customer should not pay more than its credit availability and not more than order amount.


Payment Options

Customer can pay less amount from his credit for total amount. And for remaining amount he/she can use another journal(payment option).


Exact Amount of Order

Customer can pay exact amount of order so there is no any option to change amount.


Deduct Credit Amount with Customer Credit Details

When customer has used its credit for purchasing product than it will be automatically deducted from his credit and it will be also affected at backend of Customer.


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Free Support

You will get 90 Days free support incase any bugs or issue (Except data recovery).

At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on sales@browseinfo.in or raise a ticket on support.

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