Customer Credit Payment In Website

v 17.0 Third Party 115

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Purchase (purchase) • Sales (sale_management) • eCommerce (website_sale) • Discuss (mail) • Invoicing (account) • Website (website)
Lines of code	1064
Technical Name	`customer_credit_payment_website`
License	AGPL-3
Website	https://www.cybrosys.com
Versions	17.0 18.0

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Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Purchase (purchase) • Sales (sale_management) • eCommerce (website_sale) • Discuss (mail) • Invoicing (account) • Website (website)
Lines of code	1064
Technical Name	`customer_credit_payment_website`
License	AGPL-3
Website	https://www.cybrosys.com
Versions	17.0 18.0

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Enterprise

Odoo.sh

Customer Credit Payment In Website

This module enables assigning and managing credits for website customers, facilitating purchases and balance updates, with proper accounting management.

Key Highlights

Overview

"This module assigns credit to website customers, enabling easy addition or updating of credit amounts. Customers can use this credit to make purchases, with the amount deducted from their balance. Credit amounts are visible on the website, and customers can add or update credits themselves, pending admin approval. If a purchase exceeds the credit, users can't use it unless the admin enables the feature. Accounting entries are properly managed."

Credit Payment Approvals

We have the Credit Amount menu in the sales. We can add credit amount to the customer from here. And when the approver approve it , the amount will be added to account

When the Approver approves it can be seen in the Credit Details menu in the sales.

We can see each customer credit or debit details.

Approvers need to Approve the Credit Amount

We can see the credit amount allowed for each customer

To update the accounting Entry in Account Payment

Add the Amount and Journal

Credit details includes debit and credit details

Credit details in customer's page

Credit Details in Website

Add credit balance from website

The purchased credit amount needs to be approved.

After approval, it is added to the credit details.

In order to pay using the configured credit payment we have to first activate the provider

We can purchase the product using the 'Credit Payment' method..

When using the 'Credit Payment' method, it will automatically debit the amount from the associated customer.

If we're using more than the credit amount for purchasing, it will not allow the purchase of the products.

Allow customers to use more than the credit amount if needed.

In this case, the credit amount will become negative and we can update it accordingly.

Manually add the credit amount for any customer from the backend.
Customer can easily add the credit amount from the website.
Customer can pay using the credit payment.
Customer can pay more than the credit balance using credit payment.

Version 17.0.1.0.0|Released on: 29th May 2024

Initial Commit for Customer Credit Payment Website

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