Customer Credit Limit Popup | Credit Warning on Sale Orders | Odoo 19
by Odoo Cube https://odoocube.com
Odoo
$ 4.99
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 30 |
| Technical Name |
customer_credit_popup |
| License | OPL-1 |
| Website | https://odoocube.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 30 |
| Technical Name |
customer_credit_popup |
| License | OPL-1 |
| Website | https://odoocube.com |
💳 Customer Credit Limit Popup
Credit Limit Alert When Creating Sale Orders | Block or Warn Over-Credit | Odoo 19
Credit LimitCredit PopupAR ControlSale Order Block
The Problem & Our Solution
⚠ Common Challenges
- Sales confirm orders for customers who are already past their credit limit
- Finance discovers credit exposure after invoices are posted — too late
- No visibility on outstanding balance when creating a sale order
- Different reps agree different informal limits with no system enforcement
- Bad debt increases because credit policy is not enforced at order stage
✅ How This Module Helps
- Credit limit field on every customer partner form
- Outstanding balance computed from open invoices in real time
- Warning popup on order confirmation if credit limit would be exceeded
- Hard block option requiring manager approval to override
- Credit status badge (OK / Warning / Exceeded) on partner form
Key Features
🔢
Credit limit field on partner form
💡
Outstanding balance computed from open invoices
🔒
Warning popup on order confirmation if over limit
⚙️
Hard block option requiring manager approval
📧
Credit status badge (OK / Warning / Exceeded) on
partner
With vs Without
| Feature | Without Module | With This Module |
|---|---|---|
| Credit tracking | ✗ Spreadsheet / manual | ✓ Native in Odoo per partner |
| Order-time check | ✗ Not available | ✓ Automatic on confirmation |
| Manager control | ✗ Informal | ✓ System-enforced approval |
| Bad debt prevention | ✗ Reactive | ✓ Proactive at order stage |
| Credit visibility | ✗ Finance only | ✓ Visible to sales on partner |
Use Cases
Enforce credit limits for all credit customers
Block high-risk orders before they are confirmed
Monitor aggregate credit exposure by customer
Require manager sign-off for over-limit orders
Reduce bad debt through systematic credit control
Align sales process with credit insurance policy
How It Works
1
Install Module
Install Customer Credit Limit Popup from Odoo 19 Apps.
2
Set Credit Limit
Open a customer partner and enter the Credit Limit amount.
3
Create Order
Start a sale order for that customer.
4
Confirm Order
Click Confirm — if over limit, the popup appears.
5
Override or Split
Manager can approve the exception or the order is split.
Compatibility
Odoo 19.0
Community Edition
Enterprise Edition
OPL-1 License
Frequently Asked Questions
What counts toward the outstanding balance?
Open (posted, unpaid) customer invoices for that commercial partner. Draft invoices and credit notes are excluded.
Can I set different limits per currency?
The credit limit is stored in the company currency. Multi-currency credit limits are not supported in the base version.
Does the limit apply to the contact or the company?
The check uses the commercial_partner_id, so limits set on the parent company apply to all child contacts.
Simple, One-Time Pricing
$5
One-time purchase • Lifetime access • Free minor updates • OPL-1 License
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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