| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Point of Sale (point_of_sale) • Discuss (mail) • Inventory (stock) |
| Lines of code | 380 |
| Technical Name |
inno_partner_creance_debts_management |
| License | LGPL-3 |
| Website | https://www.innovations-groups.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Point of Sale (point_of_sale) • Discuss (mail) • Inventory (stock) |
| Lines of code | 380 |
| Technical Name |
inno_partner_creance_debts_management |
| License | LGPL-3 |
| Website | https://www.innovations-groups.com |
partner creance debts management
Master your cash flow by automatically assigning payments to unpaid invoices and tracking partner balances in real time.
Your Treasury
Time-saving
No more complex navigation. Financial information is directly on the partner profile.
Auto-Lettering
Automatic matching of payments with the oldest invoices.
POS Audit
Instant detection of cash discrepancies (Missing Amount) in your sessions.
Decision Support
Smart filters to immediately target customers to follow up with.
Key Features
360° Visibility of Outstanding Balances
Dynamic display of Receivables and Debts in Kanban, List, and Form views. Identify your top debtors at a glance.
Intelligent Matching (FIFO)
Automatic allocation of incoming payments to open invoices. Intelligent management of the "Amount to allocate" on each payment.
Advanced POS Control
Supervise your stores: a Missing Amount column is added to your sessions to easily spot cash register discrepancies.
Dynamic Search Filters
Instantly isolate "Customers with Receivables" or "Suppliers with Liabilities" to optimize your collection campaigns.
User Guide
Agile Configuration
Enable automatic matching according to your business rules: partial payments, journal restrictions, etc.
Strategic Smart Buttons
From the contact sheet, access unpaid invoices directly via the "Total Receivable" and "Total Payable" buttons.
Cash Register Audit (POS)
View cash discrepancies (Missing Amount) directly in the session list for thorough monitoring.
Dynamic Search Filters
Instantly isolate 'Clients with Receivables' or 'Suppliers with Debts' to optimize your collection campaigns.
Compatibility
Odoo 15.0
Dependencies
Account, POS, Base
Installation
Ready
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