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v 17.0 Third Party 25
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Sales (sale_management)
Website (website)
eCommerce (website_sale)
Discuss (mail)
Lines of code 997
Technical Name website_credit_payment
LicenseOPL-1
Websitehttps://www.browseinfo.com/demo-request?app=website_credit_payment&version=17&edition=Community
Versions 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Sales (sale_management)
Website (website)
eCommerce (website_sale)
Discuss (mail)
Lines of code 997
Technical Name website_credit_payment
LicenseOPL-1
Websitehttps://www.browseinfo.com/demo-request?app=website_credit_payment&version=17&edition=Community
Versions 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0
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Website Customer Credit Payment Management Odoo Apps

BrowseInfo

If you are using a Website and want to assigned Credit to your customer then you can use this Odoo apps. By using this apps you can easily add/update credit of your customer.This credit can be used on eCommerce Order which comes as new payment acquire configuration.Customer credit can easily shown on each customer card and Website credit section. So don't need to go back and check each customer's credit balance. It has feature to pay partially or fully using Credit balance and rest of the payment can also able to pay using other payment method.Customer can also add credit balance in their account from the website.Admin user can allow pay more than credit balance to their customers too.

This Odoo apps allow credit balance facility in Odoo eCommerce/online store/webshop. This Odoo module is complete features of customer credit management system which manages the credit balance, pay orders and bill using credit balance.Accounting entries managed properly Whenever credit amount use for payment or credit balance updates as well as when first time balance allocated on credit.

Looking Internal Credit Management Odoo App, please check below module link

Convert Sale Order from Internal Credit Management Odoo App.



Looking POS Customer Credit Management Odoo App, please check below module link

Convert Sale Order from POS Customer Credit Management Odoo App.



Add Manual Credit Amount for any Customer from the Backend

You can add credit amount line for any customer from the backend.

Easy to View Customer Credit & Customer Credit with Payment History

Customer can easily view customer credit history and customer credit with payment history.

Add/Update credit amout of customer in website

Easy to Add/Update credit amount of each customer by using Credit details menu under sales.

Customer can add balance from website

Customer can add credit balance in their account from the website and that credit balance is also shown on website too.

Pay using credit payment method

At the time of Payment, Customer can pay from Credit Payment Method as per their available credit balance.

Can pay more then available credit balance

Customer can pay more then his/her available credit balance.

Add Manual Credit Amount

Go to credit amount menu than create manual credit amount line for any customer so credit amount line added and waiting for approve.


Approve Credit Amount

Once Manager can approved credit amount will be assigned to customer.

While approving credit, Credit history will be maintain and stage will be changed from "Waiting For Approve" to "Approve" and current date will be set.


Credit Details Menu

We have Credit Details menu in Sales. From that we can show credit/debit history for customer.

Here you can see all credit details.



Credit On Customer

In customer view you can see credit smart button which shows how much credit available for that customer.

Credit Amount Menu

We have created Credit Amount menu in Sales. From that we can add credit amount for customer.

Manager can approve credit amount to customer by clicking Approve button.
While approving credit, Credit history will be maintain and stage will be changed from "Waiting For Approve" to "Approve" and current date will be set.

Credit Details Menu

We have Credit Details menu in Sales. From that we can show credit/debit history for customer.
Here you can see all credit details.


Credit On Customer

In customer view you can see credit smart button which shows how much credit available for that customer


Update Customer Credit History

Customer's credit history and customer credit with payment history will be display under "Customer Credit Details" tab.

Update Credit Payment with Accounting Entry


Credit Payment with Accounting Entry Wizard

When you click on "Update With Accounting Entry" button, one wizard will open in which you need to add credit amount and select payment journal.

Update Customer Credit Details With Accounting Entry

Credit entry details with accounting entry display under "Update Customer Credit With Payment History".


Payment Entry in Accounting

Customer's created accounting credit payment will be display here.

Payment Entry Form View


Credit On Website

Customer can view or add credit balance in their account from the website and that credit balance is also shown on website too.

Click on Add Credit Balance button to add credit from website.

Add Credit.

After click on button customer can easily add credit balance from here.

You can see a product name "Credit Product" is generated as per entered credit amount.


Once the order is confirmed credit amount is added.
After approving from manager credit amount is added in particular customer.

In the back-end you can see the credit amount is added.


After approving credit by manager then credit amount is added to particular customer credit balance


Use Credit Payment

You can make payment of order using "Credit Payment" as shown in fig.

Confirm Order

You can see the order is confirmed with payment method as "Credit Payment".


Used Credit Details

You can see that amount of order is deducted from user's credit balance and that history will be generated


Sale Order

Sales order will be created with credit payment method.

Payment Entry Form View


Deducted Credit Balance On Website

You can also see deducted balance of user on website in Credit menu.

Order More Than Credit Balance.

When You place an order more than the available credit amount as shown below.


When order amount is more than your available credit balance, Then order is not confirmed.

Allow Credit Payment

Manager can allow their customer to pay more then his/her available credit balance.


After allowing Credit Payment option, Customer can pay order more than available credit balance.

Used Credit Details

You can see the negative credit balance of customer after confirm order.


Credit On Customer

You can see the negative credit balance of customer in customer credit history.


Version : 17.0.0.0
21 October 2023

Initial release of the app.


Version : 17.0.0.1
30 May 2024

Added features to filter customer.


Can I Use this module with Odoo Online ?

This Odoo app can not be used with Odoo Online (SaaS).

Do I got free support when I buy an App ?

Yes, 60 Days Free Support Is provided with module in case any bug or issue with module.

Do I have to buy module for each version ?

Yes, Starting version 13.0, Every version of the module is sold separately.

How can I install the module I bought ?

You need to copy paste the module that is inside the zip file to your addons folder. If you are installing the module into an existing database, you need to enable the Technical Features to click on Apps > Update Modules List. Your new module will now appear in the list of modules that you can install.

The module I bought doesn't work, What should I do ?

Please raise your ticket to use on support@browseinfo.in We will back to you shortly.

Get Support, For Free!

60 Days Free Support


In case any bugs or issue (Except data recovery)

At Browseinfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part.

Have Any Question ?

+91-6351620270

Write Email

Sales : sales@browseinfo.in
Support : support@browseinfo.in


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Explore comprehensive Odoo solutions with our expert team at BrowseInfo. As your trusted Odoo Gold Partner, we provide top-tier services including Odoo customization, development, migration, implementation, training, and ongoing support.


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