Credit & Collections
by Baris Genc https://gencbaris.com/odoo_plugins/credit_collections_advanced/index.html$ 39.00
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 71 |
| Technical Name |
credit_collections_advanced |
| License | OPL-1 |
| Website | https://gencbaris.com/odoo_plugins/credit_collections_advanced/index.html |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 71 |
| Technical Name |
credit_collections_advanced |
| License | OPL-1 |
| Website | https://gencbaris.com/odoo_plugins/credit_collections_advanced/index.html |
| Versions | 17.0 18.0 19.0 |
Credit & Collections
Advanced Credit Management and Collections Automation
A complete credit and collections solution: credit scoring, automated dunning, promise-to-pay tracking, payment plans, agency integration, and DSO analytics. Optimize cash collection and reduce bad debt across your entire customer base.
Key Features
Credit Limit Management
Per-customer credit limits, real-time exposure tracking, automatic order holds when limits are exceeded, and scheduled credit-line reviews.
Credit Scoring
Automated internal scoring plus integration with third-party reports such as Dun & Bradstreet and Experian. Payment behavior history feeds the score continuously.
Automated Dunning
Multi-level dunning workflows with email, SMS, and phone reminders. Configurable escalation rules trigger the right action at the right time.
Promise-to-Pay Tracking
Capture promises during collector calls, schedule follow-ups, and receive alerts when promises are broken. Track PTP success rate by collector.
Payment Plan Management
Installment plans, payment scheduling, auto-debit setup, and continuous compliance monitoring against the agreed plan.
Collection Agency Integration
Assign accounts to external agencies, track commissions, monitor recovery rates, and benchmark agency performance.
Risk Assessment & Prediction
Machine learning default prediction, aging analysis, payment trend analysis, and risk scoring per customer.
DSO Tracking
Days Sales Outstanding by entity and segment, aging buckets, collection effectiveness index, and cash application time.
AI Collection Prioritization
Focus collector effort on the highest-value accounts with the highest likelihood of payment, maximizing recovery per hour worked.
Dispute & Customer Portal
Dispute logging and resolution workflow, credit memo issuance, plus self-service portal for invoice viewing, payment, dispute submission, and history.
Use Cases
B2B Distributors
Manage large trade-credit portfolios with hundreds of accounts.
Manufacturers
Long payment terms require disciplined credit and collection workflows.
Service Companies
Recurring billing with structured dunning and payment plans.
Wholesalers
High volume of mid-sized accounts with seasonal payment patterns.
Financial Services
Regulated environments demanding airtight audit trails.
Construction
Project billing with progress invoices and retention tracking.
Why Choose This Module
40% reduction in DSO through automated, escalating dunning workflows.
90% automated collection rate frees collectors to focus on the hardest cases.
50% fewer bad debt write-offs by acting earlier on at-risk accounts.
35% improvement in cash flow from faster collection and disciplined credit limits.
Specifications
- Compatible with Odoo 17, 18, and 19 (Community and Enterprise)
- License: OPL-1
- 35+ languages supported
- Author: Baris Genc
- Support: odoo@gencbaris.com
- Depends on the Odoo Accounting (account) module
- Optional integrations: SMS gateway, email, third-party credit bureaus
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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