We have added some predefined languages (English, German / Deutsch, Arabic, Spanish / Español, French / Français, Chinese) in the module. If you want to add other languages, you can contact us at support@softhealer.com . We use Google Translator tools for multiple languages, so possible translations may not be accurate. We welcome suggestions to make the translations more accurate at support@softhealer.com.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Contacts (contacts) • Purchase (purchase) • Sales (sale_management) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 1609 |
| Technical Name |
sh_customer_kyc |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Contacts (contacts) • Purchase (purchase) • Sales (sale_management) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 1609 |
| Technical Name |
sh_customer_kyc |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 18.0 19.0 |
Days Free Support
365
Custom Apps
1350+
top seller of odoo marketplace
Happy Customer
8987+
Year Of Experience
10+
countries
50+
Talented healers
100+
Industries Served
45+
Odoo Community Implementation
200+
Best partner Nominee
2024
Branches
Demo
support@softhealer.com
Support
support@softhealer.com
Customization
sales@softhealer.com
Community
Enterprise
Odoo.sh
Customer KYC Management
This module helps you easily manage the Know Your Customer (KYC) process within Odoo. It provides a smooth workflow to collect, send, and verify customer identity details directly from the contact form, ensuring better compliance and streamlined onboarding.
Features
- Easily manage and track customer KYC details directly from the contact form.
- Easily send KYC forms to customers with a single click.
- Allow customer to securely review and sign KYC documents online.
Create a new contact.
Enable the "Is Customer" boolean under the "Sales/Purchase" tab. After that, you will see the "Onboarding" ribbon on the contact form.
Click on the "Send Customer KYC" button under the "KYC Information" tab.
If the KYC details are not added to the contact, a validation error will occur.
Add KYC details to the contact, and click on the "Send Customer KYC" button.
Click on the "Send Customer KYC" button.
Verify the email, then click on the "Send" button.
Here, you can see that the stage changes to "Odoo Sign" after sending the KYC form.
Click on the "Send Customer KRY" button.
Click on the "Send Again" button.
Note: If you resend the KYC form then this popup will appears.
Click on the "Send" button.
In the contact form view, you can see the sent email in the chatter.
Click on the "View & Sign" button.
The KYC form looks like below.
To sign the form, click on the "Accept and Sign KYC" button.
Add your name, signature, and then click on the "Sign" button.
Here, you can see that the contact stage has been updated to "KYC Done".
Create a new quotation.
Create a contact from the quotation.
After that, the "KYC Customer Profile" wizard will appear. Click on the "Customer KYC Information".
After that, you will be redirect to the contact's form view.
Version 18.0.1 | Released on : 12th November 2025
Initial
Initial Release.
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas/Odoo Online)
- Yes, to test this module, please contact us at sales@softhealer.com.
- Please contact us at sales@softhealer.com to request customization.
- Yes, we provide free support for 365 days from the date of purchase.
- Yes, you will receive lifetime free updates for the version of the module you purchased.
- No, there is no need to install any additional libraries.
- Yes, for version 12 and above, you need to purchase the module separately for each version you intend to use.
- No, exchanges or refunds are not allowed. Please make sure to select the correct version before purchasing.
- You can contact us at support@softhealer.com for language translation support. We use Google Translator tools to provide translations in multiple languages, so the accuracy may vary. We welcome your suggestions to help improve translations.
Multi-Languages
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Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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