| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Purchase (purchase) • Discuss (mail) |
| Lines of code | 123 |
| Technical Name |
fv_Partner_Balance |
| License | LGPL-3 |
| Website | https://falcon-v.com |
FV Partner Balance
Display Partner Receivable/Payable Balance on Sales, Purchases & Payments
$20 USDOverview
This module displays partner financial balance information across different screens in Odoo 18. It helps sales representatives, purchase managers, and finance teams make informed decisions by showing customer/vendor balances directly on transaction forms when selecting a partner.
Key Benefit: Know your customer's or vendor's outstanding balance before creating new transactions!
Features
Sales Order
- Shows Total Receivable balance
- Displayed next to customer field
- Real-time balance update
- Helps identify credit risk customers
Purchase Order
- Shows Total Payable balance
- Displayed next to vendor field
- Track outstanding vendor bills
- Better cash flow management
Payment Form
- Shows Receivable balance
- Shows Payable balance
- Complete financial overview
- Quick reference during payment
Screenshots
Sales Order: Total Receivable balance displayed next to customer field
Purchase Order: Total Payable balance displayed next to vendor field
Payment Form: Both Receivable and Payable balances displayed
Screens & Fields
| Screen | Model | Field Added | Description |
|---|---|---|---|
| Sales Order | sale.order | Total Receivable | Customer's outstanding invoices amount |
| Purchase Order | purchase.order | Total Payable | Vendor's outstanding bills amount |
| Payment | account.payment | Total Receivable | Partner's receivable balance |
| Payment | account.payment | Total Payable | Partner's payable balance |
Benefits
- Sales Team: Identify customers with overdue payments before confirming new orders. Make informed credit decisions.
- Purchase Team: Track what you owe to vendors. Plan payments efficiently.
- Finance Team: Quick access to partner balances from any transaction without navigating to partner records.
- Management: Better visibility into cash flow, accounts receivable, and credit exposure.
- Improved Collections: Sales reps can remind customers about outstanding balances during order discussions.
How It Works
Technical Details
- Total Receivable (Credit): Sum of all open customer invoices - what customers owe you
- Total Payable (Debit): Sum of all open vendor bills - what you owe vendors
- Uses
commercial_partner_idto show parent company balance for child contacts - Computed fields update automatically when partner is changed
-
Select a Partner
Choose a customer on Sales Order, vendor on Purchase Order, or any partner on Payment form. -
View Balance Automatically
The relevant balance field(s) appear next to the partner field showing the current outstanding amount. -
Make Informed Decisions
Use this information to decide on credit terms, payment schedules, or follow up on collections.
Installation
-
Download Module
Download and place the module in your Odoo addons directory. -
Update Apps List
Go to Apps menu and click "Update Apps List". -
Install Module
Search for "FV Partner Balance" and click Install. -
Start Using
No configuration needed! Open any Sales Order, Purchase Order, or Payment to see the balance fields.
Dependencies
| Module | Technical Name | Purpose |
|---|---|---|
| Base | base | Core Odoo functionality |
| Accounting | account | Partner credit/debit fields |
| Sales | sale | Sales Order form |
| Purchase | purchase | Purchase Order form |
Compatibility
| Odoo Version | Status |
|---|---|
| Odoo 18.0 Community | Supported |
| Odoo 18.0 Enterprise | Supported |
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