Invodoo Customer Credit Limit

$ 19.65

v 18.0 Third Party

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Invoicing (account) • Sales (sale_management) • Discuss (mail)
Lines of code	249
Technical Name	`invodoo_credit_limit`
License	LGPL-3
Website	https://www.invodoo.com
Versions	18.0 19.0

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Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Invoicing (account) • Sales (sale_management) • Discuss (mail)
Lines of code	249
Technical Name	`invodoo_credit_limit`
License	LGPL-3
Website	https://www.invodoo.com
Versions	18.0 19.0

Overview

The Customer Credit Limit Management module provides comprehensive credit control for your business. It automatically monitors customer credit limits and prevents sales orders from being confirmed when credit limits are exceeded, ensuring your business is protected from credit risk while maintaining flexible approval workflows.

Perfect for: Businesses that extend credit terms to customers and need automated credit risk management with real-time monitoring and approval controls.

Key Features

💳

Credit Limit Control

Set individual credit limits for each customer with automatic enforcement on all sales orders.

📊

Real-Time Monitoring

Live calculation of outstanding balances and available credit for instant visibility.

🔒

Automatic Blocking

Orders exceeding credit limits are automatically blocked from confirmation.

✅

Manager Override

Authorized users can approve exceptions with full audit trail logging.

🔍

Credit Dashboard

View credit information directly on sale orders with detailed breakdowns.

📝

Audit Trail

Complete logging of all credit limit overrides with timestamp and user tracking.

Getting Started

Step 1: Assign User Permissions

Navigate to Settings → Users & Companies → Users
Select the user who should have credit override authority
Go to the Access Rights tab
Under the Sales section, enable Credit Limit Manager
Save the user record

⚠️ Important: Only grant Credit Limit Manager permissions to trusted users who should have authority to approve credit exceptions. This role carries financial risk responsibility.

Step 2: Configure Customer Credit Limits

Go to Contacts or Sales → Customers
Open the customer record
Navigate to the Sales & Purchase tab
Set the Credit Limit field to the maximum credit amount
Save the customer record

💡 Pro Tip: Credit limits are company-specific in multi-company environments, allowing you to set different limits for the same customer across different companies.

How It Works

Credit Information Display

When viewing a sale order, the Credit Information tab shows:

Field	Description
Customer Credit Limit	Maximum credit amount approved for this customer
Current Outstanding	Total unpaid invoice amounts (unreconciled receivables)
Available Credit	Remaining credit available (Limit - Outstanding)
Order Amount	Total amount of the current sale order
Status	Indicates if credit limit will be exceeded

Workflow Scenarios

                Scenario 1: Credit Within Limit ✅
                Sales user creates a quotation and adds products
System calculates: Outstanding + Order Amount ≤ Credit Limit
Order can be confirmed normally without restrictions
Credit information is displayed for reference

            

Scenario 2: Credit Limit Exceeded ⚠️

Sales user creates a quotation that would exceed the customer's credit limit
System detects: Outstanding + Order Amount > Credit Limit
Warning message appears in the Credit Information tab
Attempting to confirm will show an error message
Override Credit Limit button appears (for authorized users only)
Order remains in draft state until override is approved

Scenario 3: Manager Override Approval 🔓

Credit Limit Manager reviews the order and business justification
Manager clicks the Override Credit Limit button
System logs the override in the order's communication history (chatter)
Override includes username, timestamp, and current credit values
Order displays Override Approved badge
Order can now be confirmed despite exceeding the credit limit

✓ Audit Compliance: Every credit override is permanently logged with full details, providing complete traceability for financial audits and risk management reviews.

Advanced Features

Filtering Orders by Credit Status

Quickly identify orders requiring credit approval:

Go to Sales → Orders → Quotations or Orders
Click the Filters dropdown menu
Select Credit Limit Exceeded filter
View all orders pending credit approval

Multi-Company Support

In multi-company environments, credit limits are managed independently per company, allowing:

Different credit limits for the same customer across companies
Separate outstanding balance calculations per company
Independent credit approval workflows per company

User Roles & Permissions

User Role	View Credit Info	Create Orders	Override Credit Limit	Confirm Exceeded Orders
Sales User	Yes	Yes	No	No
Credit Limit Manager	Yes	Yes	Yes	Yes

Technical Information

Credit Calculation Details

Current Outstanding:

Sum of all unreconciled receivable amounts from posted customer invoices

Available Credit:

Credit Limit - Current Outstanding

Credit Validation Check:

Current Outstanding + New Order Amount ≤ Credit Limit

Database Fields

Customer Model (res.partner)

credit_limit - Maximum credit allowed (company-dependent)
current_outstanding - Computed field for unpaid invoices
available_credit - Computed remaining credit
credit_exceeded - Boolean credit status indicator

Sale Order Model (sale.order)

credit_limit_exceeded - Stored computed boolean field
credit_override - Manager approval flag
partner_credit_limit - Related field from customer
partner_current_outstanding - Related outstanding balance
partner_available_credit - Related available credit

Frequently Asked Questions

Q: Can different companies set different credit limits for the same customer?

A: Yes! Credit limits are company-dependent, so in multi-company environments, each company can establish independent credit limits for the same customer based on their individual risk assessment.

Q: What happens when a credit limit is overridden?

A: The override is permanently logged in the order's communication history (chatter) with the manager's username, timestamp, and credit values at the time of override. The order can then be confirmed.

Q: Can an override be revoked after approval?

A: No, overrides are permanent once applied to maintain audit trail integrity. If you need to reject an order, it should be cancelled rather than removing the override.

Q: When is the credit check performed?

A: The credit check is performed when attempting to confirm a quotation/order. The override button only appears on draft orders that exceed the credit limit.

Q: What if a customer doesn't have a credit limit set?

A: If the credit limit is 0 or unset, the module still calculates outstanding amounts. Set an appropriate positive credit limit value to activate credit control for that customer.

Q: Are draft invoices included in the outstanding balance?

A: No, only posted (confirmed) invoices with unreconciled receivable amounts are included in the outstanding balance calculation.

Troubleshooting

Issue: Override button is not visible

Solution: Verify that the user has been assigned the Credit Limit Manager group in their access rights. Only users with this permission can see and use the override button.

Issue: Order still blocked after override approval

Solution: Ensure you clicked the Override Credit Limit button before attempting to confirm the order. The override must be explicitly approved first.

Issue: Outstanding balance appears incorrect

Solution: Check that invoices are posted (not draft) and review payment reconciliation status. Only posted, unreconciled receivables are counted in the outstanding balance.

Issue: Credit information not updating

Solution: Credit fields are computed in real-time. If values seem cached, try refreshing the browser or re-opening the record. Check that invoice payments have been properly reconciled.

Module Information

Property	Value
Module Name	Customer Credit Limit Management
Technical Name	invodoo_credit_limit
Version	18.0.1.0.0
Odoo Version	18.0
Author	InvOdoo
License	LGPL-3
Price	$20 USD
Category	Sales
Dependencies	sale_management, account

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