Credit Limit Management Processes | Credit Days for Customer

by
Odoo

70.77

v 17.0 Third Party 2
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory (stock)
Invoicing (account)
Purchase (purchase)
Sales (sale_management)
Discuss (mail)
Lines of code 1041
Technical Name bi_customer_credit_limit_days
LicenseOPL-1
Websitehttps://www.browseinfo.com
Versions 16.0 15.0 14.0 17.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory (stock)
Invoicing (account)
Purchase (purchase)
Sales (sale_management)
Discuss (mail)
Lines of code 1041
Technical Name bi_customer_credit_limit_days
LicenseOPL-1
Websitehttps://www.browseinfo.com
Versions 16.0 15.0 14.0 17.0

Advance Customer Credit Limit Odoo Apps

Credit Limit for Customer Invoice Odoo Apps

Customer Invoice Approval Odoo Apps

Specific Customer Credits Limits and Credit Days Odoo Apps

Credit Limit and Credit Days for Customer Odoo App helps you with credit management by enabling users to set credit limits and credit days for customers. This odoo app allows users to request credit approvals based on customer credits and their due amounts. Users can initiate approval requests, and managers have the authority to approve or reject them. Additionally, the system generates email notifications to keep users informed about the status of invoice approvals and rejections.

Features

Invoice Approval Access Rights

You can give an access right to user or manager for invoice approval.

Only Manager Can Set Customer Credits

Only manager can set or update customer credit limit and credit days.

Approve or Reject Invoices by Manager

You can see only manager can approve or reject an invoices which are waiting for approvals.

Email Notification for Invoice Approval and Rejection

You can see email notification are sent when invoice approved and rejected.

Invoice Approval Category Access Rights

Under user configuration, You can give an access rights for invoice approval as "User" or "Manager".

Manager can Set Specific Customer Credits

In customer form, Under "Sales & Purchase" tab Only Manager can set customer credit limit and credit days.

Create an Invoice with the Customer Whom Given Credit Limit and Credit Days

User can create an invoice with the customer whom credit limit and credit days are given and click on "CONFIRM" button.

If user try to confirm customer invoice which amount is exceeding credit limit, State change as "Waiting for Approval".

Approval Invoices Menu

Goto Invoicing -> Customers -> Approval Invoices menu, Manager can view those invoices which are in "Waiting for Approval" State.

Waiting for Approval Invoices

Only Manager can "APPROVE" or "REJECT" invoices.

When user click on "APPROVE" button, The invoice should be approved and moved to "POSTED" State.

After approval invoice by manager, User can see an invoice should be posted.

Email Notification for Invoice Approval

You can see email notification should be sent for invoice approval.

Create an Invoice with the Customer Whom Given Credit Limit and Credit Days

User can create an invoice with the customer whom credit limit and credit days are given and click on "CONFIRM" button.

If the current date is greater than the sum of credit days and the least due date by comparing all the invoices that are related to this customer, State change as "Waiting for Approval".

Waiting for Approval Invoices

Only Manager can "APPROVE" or "REJECT" invoices.

When user click on "REJECT" button, The invoice should be rejected and moved to "CANCELLED" State.

After rejected invoice by manager, User can see an invoice should be cancelled.

Email Notification for Invoice Rejection

You can see email notification should be sent for invoice rejection.

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