| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Lines of code | 173 |
| Technical Name |
partner_credit_warning |
| License | LGPL-3 |
| Versions | 17.0 18.0 19.0 |
Customer Credit Warning on Sale Order
Stop accumulating bad debt. A lightweight module that automatically checks a customer's outstanding
balance when confirming a sale order. If they exceed their configured credit limit, the system
either shows a popup warning (salesperson can override) or blocks confirmation
entirely — per-partner, zero ongoing cost.
Odoo Enterprise charges $38/user/month partly for this feature. This module gives it to Community for free.
- ✗ Sales reps confirm orders for customers who already owe large unpaid balances — no warning is shown.
- ✗ Bad debt accumulates silently month over month, only discovered during reconciliation — too late to act.
- ✗ Odoo Community has no built-in credit limit feature. The Enterprise version costs $38/user/month just to get this protection.
- ✗ Finance teams have no automated control — they can only react after the sale is already confirmed.
- ✓ Set a Credit Limit and mode (Warn / Block) on each partner in the Sales & Purchase tab.
- ✓ Warn mode: popup dialog shows Current Debt vs Limit — salesperson can confirm anyway or cancel.
- ✓ Block mode: hard error prevents confirmation until the balance drops below the limit.
- ✓ Live Credit Status widget on the sale order form shows real-time debt and limit in the Other Info tab.
Key Features
Setup Guide
1) Install the module. Go to Settings → Activate Developer Mode → Apps → Update Apps List, search for "Customer Credit Warning" and click Install.
2) Open any customer form. Navigate to the Sales & Purchase tab and scroll down to the Credit Warning group. Set a Credit Limit and choose the mode.
Credit Warning group on the partner form — Credit Limit and mode (Warning / Blocked) set per customer
3) Create a sale order for a customer who has exceeded their limit. A red warning banner appears immediately at the top of the form.
Red "Credit Limit Exceeded!" banner visible as soon as the over-limit customer is selected
4) In Warn mode, clicking Confirm opens a dialog showing the exact debt and limit. The salesperson can Confirm Anyway or Cancel.
Warn mode popup — shows Sale Order, Customer, Current Debt ($1,500), Credit Limit ($1,000) with override option
5) In Block mode, clicking Confirm shows a hard error dialog — the order cannot be confirmed until the customer's balance drops below their limit.
Block mode error — prevents confirmation and shows Current Debt vs Limit clearly
6) The Credit Status group in the Other Info tab shows live Current Debt and Credit Limit directly on the sale order (only visible when a limit is configured).
Credit Status group in Other Info tab — Current Debt 1,500.00 vs Credit Limit 1,000.00 at a glance
Frequently Asked Questions
It uses Odoo's built-in res.partner.credit field — the total outstanding
receivable balance on all posted, unpaid invoices for the customer. This is the same
value shown in the Invoicing module's customer receivables view.
Warn: a dialog pops up showing the overage. The salesperson can choose
"Confirm Anyway" to proceed or "Cancel" to go back. Good for soft enforcement.
Block: a hard validation error is raised and the order cannot be confirmed
at all until the customer pays down their balance below the limit. Good for strict credit control.
Set the Credit Limit to 0 on the partner form. A value of 0
means "no limit" — the check is completely bypassed for that customer.
No. It only adds two fields to res.partner
(credit_limit and credit_mode), extends the sale.order
model with computed display fields, and adds a transient wizard model. All existing data
is untouched. Uninstalling removes the added fields cleanly.
No. This module is built specifically for Odoo 19 Community.
It depends only on sale_management and account, both of which
are available in the Community edition. No Enterprise license required.
Support
- Email support: nextstep.vina@gmail.com
-
Response time: We aim to respond within 1–2 business days. Please include your Odoo version and a description of the issue.
-
Source code: LGPL-3 — free to use, modify, and redistribute. Available on GitHub: github.com/RandyNguyenN/partner_credit_warning
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