| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 41 |
| Technical Name |
eg_account_invoice_balance |
| License | OPL-1 |
| Website | https://www.inkerp.com |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 41 |
| Technical Name |
eg_account_invoice_balance |
| License | OPL-1 |
| Website | https://www.inkerp.com |
| Versions | 16.0 17.0 18.0 19.0 |
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Customer Balance in Invoice
The Customer Balance in Invoice module enhances the invoicing process in Odoo by allowing users to easily view and verify customer credit notes directly on both the invoice form view and the generated invoice PDF.
Features
Customer Credit in Customer Invoice
This feature allows users to view the customer's total credit balance directly on the customer invoice. By displaying the available credit amount in the invoice form, it ensures that users have a clear understanding of the customer's outstanding balance.
Customer Credit in Customer Credit Note
Similar to its functionality in invoices, the "Customer Credit" feature has been added to the Customer Credit Note. This allows users to easily access the customer's credit balance when processing credit notes. The module also includes the "Print Customer Credit in Credit Note" feature, which enables users to include the customer's credit information in the PDF version of the credit note.
Screenshot
1.) Customer Credit in Customer Invoice
the newly added customer credit feature within the customer invoice view, allowing users to easily check the total credit amount available for a customer.
Navigation : Invoicing → Customers → Invoices
2.) Customer Credit Printed on Invoice PDF
The screenshot showcases the option to include the customer credit information in the printed invoice PDF.
3.) Customer Credit in Customer Credit Note
the customer credit feature appears within the Customer Credit Note. Users can view the credit balance directly on the credit note, making it easy to confirm the customer's available credit during the refund or adjustment process.
4.) Customer Credit Printed on Credit Note PDF
The second image displays the credit note PDF with the customer credit information included.
User Guide
Teams
team@inkerp.com
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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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