Partner Credit & Overdue on Invoices
by Fasil https://www.bytesraw.com , Bytesraw https://www.bytesraw.com| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 122 |
| Technical Name |
invoice_show_partner_due |
| License | LGPL-3 |
| Website | https://www.bytesraw.com |
Partner Credit & Overdue on Invoices
Show partner credit, debit, overdue and credit limit on invoices and the partner form — a clean banner that puts a customer’s financial standing right where you’re working.
Know who owes you what.
Before you hit confirm.
Partner Credit & Overdue on Invoices surfaces a partner’s financial standing right where you need it most — on the invoice and on the contact form. A clean information banner shows the partner’s Credit, Debit, Overdue balance, and Credit Limit at a glance, so your team can make informed decisions before confirming an invoice.
It’s built for accountants and sales teams who want instant visibility into how much a customer already owes, how overdue they are, and whether they are near their credit limit — without leaving the document they’re working on.
At-a-Glance Financial Context
A compact banner on every customer invoice and vendor bill shows credit, debit, overdue, and credit limit — always in view.
Real Overdue Visibility
The overdue amount is computed live from unreconciled, past-due receivables — what’s actually late, not just outstanding.
Lightweight & Native
Built entirely on Odoo’s standard accounting data — no extra configuration, no new menus, no clutter.
Financial context where you work,
with zero setup.
Six capabilities that put a partner’s standing in front of you at exactly the right moment.
Partner Due Banner on Invoices
Adds an information banner to the top of customer invoices and vendor bills displaying the partner’s Credit, Debit, Overdue, and Credit Limit in the invoice’s currency.
Due Information on the Contact Form
The same banner appears on the partner (contact) form, giving a consistent financial summary whether you open the invoice or the customer record.
Accurate Overdue Calculation
A dedicated Total Overdue figure is calculated from posted, unreconciled receivable lines whose maturity date has already passed, scoped to the current company hierarchy.
Smart Visibility
Each figure is shown only when it has a value, and the whole banner is hidden when there is nothing to report, keeping the form clean for partners with no outstanding balance.
Respects Accounting Permissions
The banner and overdue figures are visible only to users with accounting invoicing or read-only accounting access, keeping sensitive financial data appropriately restricted.
Zero Configuration
Install and go — the module reads existing accounting data and requires no setup, master data, or menu changes.
See it in action
The partner due banner displayed on an invoice form.
Productive from day one
Two everyday workflows for reviewing a partner’s standing.
Review a Partner’s Standing on an Invoice
Check a customer’s financial position before confirming their invoice.
Check Due Information on the Contact
See a partner’s outstanding balances directly from their contact record.
Questions, answered
Quick answers to the most common questions.
Where does the due information appear?
On customer invoices and vendor bills, and on the partner (contact) form. In both places it’s shown as a banner at the top of the form.
How is the overdue amount calculated?
It sums the partner’s posted, unreconciled receivable lines whose maturity date is before today, within the current company hierarchy — reflecting what is genuinely past due.
Why don’t I see the banner?
The banner only shows figures that have a value and is hidden entirely when the partner has none. It’s also restricted to users with accounting invoicing or read-only accounting access.
In which currency are the amounts shown?
On invoices the figures follow the invoice’s currency; on the contact form they use the partner’s company currency.
Does this module require any configuration?
No. It works out of the box using your existing accounting data with no setup required.
Release history
A clean record of every release.
Bytesraw
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