| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 276 |
| Technical Name |
ps_credit_note_approval |
| License | See License tab |
| Website | https://www.pysquad.com |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 276 |
| Technical Name |
ps_credit_note_approval |
| License | See License tab |
| Website | https://www.pysquad.com |
| Versions | 17.0 18.0 19.0 |
Credit Note Approval
Designed to add an extra layer of control and accuracy to your credit note process.
This module enables a configurable credit note approval workflow in Odoo, requiring validation by authorized users for cases like over-refunds or credit notes created after a set number of days and amount, ensuring strict control and compliance.
Top Features
Discover the latest features and enhancements.
Approval Before Posting
Credit notes must be approved by Accounting Manager before they can be validated.
Configurable Settings
Easily enable or disable the approval workflow from the system settings.
Role-Based Approval Access
Only Accounting Managers have permission to approve, validate, and post credit notes.
Time-Based Approval Requirement
Set a number of days after the original invoice date—if a credit note is created after this period, approval is automatically required.
Over-Refund Protection
If the refund amount exceeds the configured limit, approval will be automatically required before the credit note can be confirmed.
Improved Oversight and Control
This module adds an additional layer of control over the issuance of credit notes, helping businesses prevent unauthorized or erroneous credit transactions and maintain better financial accuracy.
Configuration settings
Enable the credit note approval workflow and configure the number of days after the invoice date, as well as the amount limit. Approval will be required if a credit note is created after the set days or if the refund exceeds the original invoice amount.
Credit note is created.
Credit Notes Pending Approval
This menu displays credit notes that require approval before posting.
Approve Button
Once the credit note is created, the Approve button will appear for authorized users.
Credit note posted
After approved, the credit note is posted.
For Support
NeedHelp?
Got questions or need help? Get in touch.
Contact Us
Email: solutions@pysquad.com
Phone:+91
8160395422
WhatsApp: +91 8160395422
Discover more at
www.odoo.pysquad.com
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.
Please log in to comment on this module