| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Website (website) • Discuss (mail) |
| Lines of code | 3724 |
| Technical Name |
skit_customer_portal |
| License | OPL-1 |
| Website | http://www.srikeshinfotech.com |
| Versions | 13.0 14.0 17.0 18.0 19.0 |
Customer portal
This portal allows users to view and manage their Invoices, Quotations, and Payments all from a single screen, eliminating the need to navigate through multiple pages.
Get Help & Support
KEY HIGHLIGHTS
Unified view of Invoices, Quotations, Sales Orders, and Payments.
Filter by payment status.
View outstanding amounts, last payment date, and payment history.
Make payments directly with multiple payment options and download invoices instantly
Organized tabs for Invoices, Quotations, and Sales with real-time status updates (Paid, Unpaid, Partially Paid).
OVERVIEW
In the Website, Add the submenu as "Account Dashboard" under the My Account menu.
Under the "Customer Profile" add 3 tabs "Invoices, Quotations and Sales".
Display the Outstanding Payment details, when the invoice is created in the Name of the login user.
Once the "Make a Payment" button is clicked, it will display the Payment mode.
User can select any one of the Payment mode and Click the Pay button, once the Payment is done it will display the invoice status as paid.
It should display the Payment amount and Date of the Last Payment for the invoice in which the payment was made recently.
It should display the recently created invoices, whether they are Paid, Not Paid, or Partially Paid.
Selecting the Payment status, the Invoice should be displayed.
User can Download the Invoices by clicking the Download button.
Under the Quotation menu, it should display the Quotations which are in Quotation Send state.
Under the Sales menu, it should display Sale orders which are in the Sale Order state.
Free Support
You will get 90 Days free support in case any bugs or issue (Except data recovery). If any other custom modules are installed and because of that module some issue occurs, then we charge extra.
Srikesh Infotech is an India-based software company specializing in highly qualitative, timely delivered, and cost-effective offshore software development. With over 17 years of technical and functional experience in ERP customization and implementation, we have gained a deep understanding of business logic both functionally and technically. We are committed to delivering premium-quality solutions and providing 24/7 support to ensure seamless operations for our clients.
Please note that you are not allowed to distribute this module after purchase. In case of any questions regarding this module, feel free to email us at info@srikeshinfotech.com, contact us on WhatsApp at +91 7538824350, or raise a support ticket.
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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