| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) • Contacts (contacts) |
| Community Apps Dependencies | Show |
| Lines of code | 2732 |
| Technical Name |
hdm_loan_management_pro |
| License | AGPL-3 |
| Versions | 17.0 18.0 |
Community
Enterprise
Odoo.sh
Loan Management Pro
Loan management with French repayment system, installment calculation, and payment and status monitoring.
This module enables comprehensive loan management, providing functionalities such as:
- Loan registration and calculation with a unique reference.
- Configuration of parameters such as loan amount, annual interest rate, number of installments, and start date.
- Automatic installment calculation based on the interest rate and remaining balance.
- Handling of early repayments, automatically adjusting the remaining installments.
- Loan state management (draft, approved, rejected, canceled, and closed) to ensure secure administration.
- Integration with sales orders to automatically log messages in the chatter and maintain customer communication.
- Dedicated actions for loan approval, rejection, cancellation, and closure.
- Web portal access, allowing customers to view their loan information and make payments.
- Ideal for financial and credit institutions that require a structured system to manage customer loans.
Config loan account
Set your products to loan available
Users with Management Loan Rights
Start on Sale Order, with Loan activate
Loan Details on Sale Order
Loan View
User Portal View, and manage their own Loan
Create Invoice from your loan
User Portal View, and manage their own Loan
Create Invoice from your loan
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