| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Purchase (purchase) • Discuss (mail) |
| Lines of code | 88 |
| Technical Name |
legion_due_balance |
| License | AGPL-3 |
| Website | https://bytelegions.com |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
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Why Legion Due Balance?
Standard Odoo displays partner total receivable/payable on the partner form, but sales and purchase staff working in quotations, sales orders, and vendor bills have no visibility into whether a customer owes money or if a vendor is awaiting payment. The Legion Due Balance module instantly displays each partner's outstanding balance directly on sales orders, invoices, and purchase orders at the moment of document creation, enabling sales teams to enforce credit limits, accounts payable teams to prioritize vendor payments, and management to make informed decisions about extending credit or placing orders without switching between screens.
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Add Custom field in the form view Sales Order side
Add Custom field in the form view Invoice side
Add Custom field in the form view Purchase side
User go to search bar and search legion_due_balance then click on and install
Add Custom field in the form view Sales Order side
Add Custom field in the form view Invoice side
Add Custom field in the form view Purchase side
Customer and Vendor Due Balance in SO, PO and Invoice.
The Legion Due Balance module provides instant visibility into customer and vendor outstanding balances by displaying a real-time "Due Balance" field directly on sales orders, customer invoices, and purchase orders that automatically calculates total unpaid amounts from all confirmed invoices when a partner is selected
Key Features:
- Real-Time Balance Display: Automatically calculates and displays each customer's or vendor's total outstanding balance directly on sales orders, customer invoices, and purchase orders, updating instantly whenever the partner is selected without requiring navigation to separate reports.
- Multi-Document Integration: Adds the due balance field consistently across Sales Orders, Customer Invoices, and Purchase Orders, ensuring sales, accounting, and procurement teams all have immediate access to partner payment status from their primary working screens.
- Posted Invoices Only: Calculates balance based exclusively on confirmed (posted) invoices with unpaid amounts (amount_residual), ignoring draft invoices or quotations to provide accurate, reliable financial figures that match official accounting records
- Credit Risk Visibility: Enables sales teams to instantly see if a customer has unpaid invoices before confirming new orders, supporting informed decisions about credit limits, payment terms, or requiring advance payment from customers with overdue balances.
- Vendor Payment Prioritization: Shows accounts payable teams the total amount owed to each vendor directly on purchase orders, helping prioritize vendor payments, manage cash flow, and maintain strong supplier relationships by identifying outstanding payables at a glance.
- No Additional Navigation: Eliminates the need to open separate partner records, accounting reports, or aging analyses to check payment status - all critical financial information appears automatically on the transaction documents staff work with daily
Frequently Asked Questions
Does the due balance update automatically when payments are received?
Yes! The due balance is a computed field that recalculates automatically whenever you open or refresh a sales order, invoice, or purchase order. When a customer payment is posted, the next time you view any document for that customer, the due balance will reflect the updated amount owed after deducting the payment received.
Can I use this field to block sales orders if a customer has overdue payments?
The module only displays the due balance - it does not automatically block orders or invoices. However, sales staff can see the balance and manually decide whether to proceed. If you need automatic credit limit enforcement that prevents order confirmation when balance exceeds a threshold, additional customization would be required to add validation logic.
Does "Due Balance" include only overdue invoices or all unpaid invoices?
It includes ALL unpaid invoices regardless of due date - both current invoices not yet due and overdue invoices. The module sums amount_residual from all posted invoices for the partner, so a customer with $5,000 due next week and $2,000 overdue from last month will show a $7,000 due balance.
Why does the due balance show zero even though I know the customer owes money?
The module only counts posted (confirmed) invoices with state='posted'. If invoices are still in draft status or haven't been confirmed yet, they won't be included in the due balance calculation. Also verify the invoices are in a Sales journal (journal_id.type='sale') - invoices in other journal types won't be counted.
Can I see a breakdown of which specific invoices make up the due balance?
No, the module only shows the total sum - it doesn't provide a detailed list of individual invoices or aging analysis. To see the breakdown, users must still navigate to Accounting → Partners → Partner Name → Invoices tab or use the standard Aged Receivable/Payable reports to see which specific invoices are included in the balance.
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