Finance Charge

by
Odoo

108.03

v 15.0 Third Party 3
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Required Apps Invoicing (account)
Lines of code 260
Technical Name finance_charge
LicenseOPL-1
Websitehttps://www.sodexis.com/
Also available in version v 14.0 v 13.0
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Required Apps Invoicing (account)
Lines of code 260
Technical Name finance_charge
LicenseOPL-1
Websitehttps://www.sodexis.com/
Also available in version v 14.0 v 13.0

Account Invoice Finance Charge

Description

This module generates a finance charge invoice from customer contacts or posted invoices.

Configuration

  1. In Accounting settings, navigate to "Finance Charge Configuration"
  2. Set the Finance Charge Product (service item to use on the invoice line)
  3. Set the Monthly Finance Charge Percentage (The percentage of overdue invoices that you will charge as a finance charge, on a monthly basis)
  4. Set the Finance Charge Payment Terms (The default terms that will be used on the invoice)
  5. Set Finance Threshold (Minimum for a finance charge amount to meet before an invoice is created)

Functionality

To use this module, you need to: Set the "Finance Charges" boolean on the contact (Sales & Purchase tab). This defines that a contact will be considered for finance charges
  1. Note this is selected by default for new contacts

Finance Charges can be generated in multiple ways
  1. From a contact:
  2. Click the action dropdown, "Create Finance Charges"
  1. From an invoice
    Click the action dropdown, "Create Finance Charges"
  2. For all contacts at once
    Accounting > Customers > "Create Finance Charges"
  3. For a specific list of contacts
    In list view of contacts, select the checkbox for all the contacts you want, then use
    the action dropdown, "Create Finance Charges"
  4. For a specific list of invoices
    In list view of invoices, select the checkbox for all the invoices you want, then use
    the action dropdown, "Create Finance Charges"
Once selecting "Create Finance Charges", you are given a window to select a date
  1. "Due Date Prior To", ex. 09/01 to run charges for August
  2. Any invoices with a due date prior to the date you select, will be considered for
    finance charges
If finance charges are calculated, a new draft invoice will be created for each customer

Credits

Contributors

  • Sodexis <dev@sodexis.com>

  • This module is maintained by Sodexis.
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