Customer Credit Hold

In-App Purchases

v 18.0 Third Party 3

Download for v 18.0 Deploy on Odoo.sh

This module requires Odoo Enterprise Edition.

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Contacts (contacts) • Discuss (mail) • Invoicing (account) • Sales (sale_management) • Studio (web_studio)
Lines of code	185
Technical Name	`credit_hold`
License	LGPL-3
Website	https://profast.supply

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Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Contacts (contacts) • Discuss (mail) • Invoicing (account) • Sales (sale_management) • Studio (web_studio)
Lines of code	185
Technical Name	`credit_hold`
License	LGPL-3
Website	https://profast.supply

Odoo 18 Module

Customer Credit Hold

Automatically protect your business from customers who exceed their credit limit with a full approval workflow built directly into your Sales process.

Orders Slip Through

100%

Automated Detection

1-click

Approver Setup

Everything You Need

A complete credit risk workflow - no third-party apps required

Per-Customer Credit Limits

Set a custom monetary limit on any customer record. Open and partially-paid invoices are summed automatically

Automatic Hold Detection

When balance crosses the credit limit, Account On Hold flag is set automatically - no manual review

Native Approval Gate

Built on Odoo's Studio Approval system. Approvers are notified and must approve before order proceeds

Smart Visual Banners

Sales staff see a blue banner while building an order. Banner changes to amber once approval is requested

Labeled Approval Activities

Automatically labeled "Credit Hold - Approval Required" so approvers can distinguish them at a glance

Configurable Approvers

Choose one or more approvers from Settings. Changes sync instantly to the approval rule

How It Works

From invoice overdue to order approved in four steps

Set a Credit Limit

Open any customer record and enter a credit limit under Sales & Purchase > Credit Management. Leave at zero for unlimited

Run the Balance Check

Scheduled script sums all invoices with payment state of not paid or partial. If total exceeds limit, Account On Hold is ticked

Sale Orders Enter Approval Queue

Quotation shows blue banner. When confirmed, order is sent for approval and approver receives an activity

Approve, Reject, or Wait

Approvers click avatar icon to approve or reject. Once balance drops below limit, hold lifts automatically

Quick Setup

Navigate to Sales > Configuration > Settings > Credit Hold

Credit Hold Settings

Sales > Configuration > Settings

Credit Hold Approvers

One or more users who can approve or reject blocked orders. They receive a Grant Approval activity when any held customer's order is submitted

Notification Recipient

The user who receives an activity when account is placed on hold or released. Typically your credit controller or AR manager

Credit Limit (per customer)

Set individually on each customer record under Sales & Purchase > Credit Management. Supports any currency tied to the pricelist

ProFastSupply

Built for Odoo 18 - profast.supply

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