| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 135 |
| Technical Name |
auto_allocate_credits |
| License | LGPL-3 |
| Website | https://odoo.co.ke |
| Versions | 17.0 19.0 |
Accounting • Automation
Auto Allocate Credits
Auto Allocate Credits eliminates the manual hassle of reconciling outstanding credits with open invoices. It instantly matches posted payments to unpaid invoices using native Odoo logic
Compatible With
Quick Links
Try the live demo or read the comprehensive user guide to see Auto Allocate Credits in action
📸 Screenshot Caption Templates
Visual guide to the Auto Allocate Credits module functionality
Action Dropdown
Bulk auto-allocation server action visible from the invoice list view.
Invoice Credit
Invoice showing before and after credit allocation — payment state changes and outstanding credit warning disappears.
Reconcile Debug
Developer trace of Odoo's native reconcile() being triggered programmatically.
Popup Result
System notification: "X credit(s) allocated to open invoices." Shown after running the bulk server action.
📌 Core Automation
- 🔁 Auto-reconcile payments against unpaid invoices
- 🧾 Bulk action available in invoice list view
🔎 Smart Matching
- 🧠 Real-time evaluation of available credits per customer
⚙️ Seamless Integration
- ✅ Works with advance payments, refunds, journals
🔔 Instant Feedback
- Pop-up summary after bulk processing
Latest Release 18.0.1.0.0
2024-10-30- Initial Odoo 18 release.
- Bulk action and automatic posting reconciliation.
📅 Changelog
| Date | Version | Notes |
|---|---|---|
| 2025-08-22 | 17.0.1.0.0 | Initial release – full automation |
🔁 Related Modules by Metro ICT
| App | Use Case | Versions |
|---|---|---|
| POS Syncer | POS ↔ Accounting Sync | 15–18 |
| FleetCare | Fleet Management | 13–18 |
📜 Licensing
License Type
LGPL-3Redistribution
No redistributionFull Policy
View PolicySupport & Contact
support@odoo.co.ke
https://odoo.co.ke/helpdesk
+254739444447
1 business day SLA
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 135 |
| Technical Name |
auto_allocate_credits |
| License | LGPL-3 |
| Website | https://odoo.co.ke |
# 📘 User Guide: Auto Allocate Credits
## Overview Auto Allocate Credits automatically matches customer credits (posted payments, credit notes) to unpaid invoices.
## Use Cases - Customer overpays, then later sends an invoice - Admin posts a refund or advance journal - Accountant wants to reconcile in bulk
## Installation
- Copy module to custom addons.
- Go to Odoo → Apps → Update Apps List
- Search for "Auto Allocate Credits" → Install
## Manual Use
- Go to Accounting > Customers > Invoices
- Select posted invoices
- Click Action > Bulk Auto-Allocate Outstanding Credits
## Automatic Use
- When a payment is posted, the system automatically matches any outstanding customer credits with posted unpaid invoices.
## Example
- Customer posts €100 credit
- Invoice A: €40, Invoice B: €60 → both auto-reconciled
- System shows invoices as "In Payment" or "Paid"
## Support
📧 support@odoo.co.ke 📱 +254739444447 🌍 https://odoo.co.ke/helpdesk
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