Bitwerf · Odoo apps

Credit Limit Control

Quotations of customers over their credit limit or with overdue invoices wait for a credit controller.

Odoo's own credit limit only shows a warning, so orders for customers who owe too much still go through. Credit rules set a limit and an overdue check per customer. When a quotation would go over, salespeople see why and cannot confirm it; a credit controller can, and the chatter records it.

What it does

Credit rules

A limit per rule: a fixed amount (0 means payment first), the customer's own Odoo credit limit, or no amount limit. Give rules to customers per company, or make one rule the company's default.

What the customer really owes

Posted invoices and credit notes not yet paid, confirmed orders not invoiced yet (can be switched off) and the new order minus its online payments, in the company currency. Contacts count with their company.

Overdue invoices

Hold orders while invoices are more than a set number of days past due, with an allowance for small amounts. Paid invoices drop out at once.

Products and categories

A rule can check only orders with given products or product categories, subcategories included.

Manual credit hold

Put a customer on credit hold with a reason: every new order waits, whatever the amount.

Clear stops, recorded overrides

A red banner on the quotation and an error on Confirm list every reason with amounts. Credit controllers and Invoicing administrators confirm anyway; the chatter records who and why.

Online orders

A quotation signed or partly paid online, or confirmed automatically, stays a quotation with a note and a to-do for its salesperson. Orders paid in full online are never held.

Figures on the customer

The customer form shows the rule applied, open receivables, uninvoiced orders, overdue amount, limit and credit available in the current company.

How to use it

1. Install the module. Invoicing administrators become credit controllers; give the Credit Controller right to other users who decide on credit.
2. Open Sales > Configuration > Credit Rules and create a rule: limit, overdue check and, if needed, products or categories.
3. Set the rule on customers (Credit Control tab) or tick Default Rule to cover every customer of the company.
4. Salespeople confirm as usual. A quotation over the limit shows the reasons and waits for a credit controller.

Screenshots

A credit rule: fixed limit, uninvoiced orders counted, overdue check after 30 days.

The customer's credit figures in the current company.

Need it to work differently?

We build custom Odoo modules and changes to this one at a fixed price, from €950 excluding VAT. Small modules are usually delivered within five working days, tested on your Odoo version. Describe what you need to hello@bizzkitt.ai.

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