| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
eCommerce (website_sale)
• Discuss (mail) • Invoicing (account) • Website (website) |
| Lines of code | 459 |
| Technical Name |
cc_credit_limits |
| License | OPL-1 |
| Website | https://compactcode.eu |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
eCommerce (website_sale)
• Discuss (mail) • Invoicing (account) • Website (website) |
| Lines of code | 459 |
| Technical Name |
cc_credit_limits |
| License | OPL-1 |
| Website | https://compactcode.eu |
| Versions | 18.0 19.0 |
Credit Limits
Let trusted B2B customers buy on account, up to a limit you control. Set credit limits per pricelist, show "pay later" methods only to credit customers, and block any order that would go over.
✓
Limits driven by pricelist
✓
Blocks checkout over the limit
✓
Gates "pay on account" methods
✓
Live credit bar in the portal
✓
Community & Enterprise
Sell on account, safely
Give your B2B customers the convenience of paying later, while Odoo enforces the limit automatically at checkout.
Limits by pricelist
Set one credit limit on a pricelist and it applies to every customer assigned to it. No more entering limits customer by customer.
Control at checkout
Show "pay on account" methods (wire transfer, direct debit) only to credit customers, and block the payment if the order would push them over their limit.
Visible to everyone
A live credit bar in the customer portal, a credit-usage button on the contact, and a clickable credit warning on the sales order.
Where it plugs in
It extends the Odoo screens you already use, with no parallel system to maintain.
Pricelist
Webshop checkout
Customer portal
Sales order
FAQ
Do I need Odoo's credit-limit feature enabled? +
Yes. This builds on Odoo's native credit-limit feature. Turn on Credit Limit in Accounting → Settings, and this module adds pricelist-driven limits and the checkout controls on top.
Which payment methods get restricted? +
The ones you nominate per website under Settings → Credit Limited Payment Providers, typically the "pay later" methods like wire transfer or direct debit. Immediate-payment methods are untouched.
Does it work without a website? +
The pricelist-driven limits and the back-office credit visibility work anywhere. The payment-method gating and the over-limit block apply to the website shop and portal.
What counts toward the limit? +
A customer's outstanding receivable, plus confirmed orders not yet invoiced, plus the order they're checking out. If the total would exceed their limit, the payment is blocked.
Can a customer have their own limit? +
Yes. A limit set directly on a customer overrides the pricelist default, so you can keep a tier-wide default and still fine-tune individual accounts.
Community or Enterprise? +
Both. It depends only on standard modules (Sales, eCommerce, Payment, Portal) that ship with Community and Enterprise alike.
Support included
Bug fixes and compatibility updates are included for your Odoo version. Need help or have a feature request?
support@compactcode.eu
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.
Please log in to comment on this module