| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing Management (account_invoicing)
• Discuss (mail) |
| Lines of code | 3757 |
| Technical Name |
ae_loan_management |
| License | OPL-1 |
| Website | https://www.odoocode.com/ |
| Versions | 16.0 12.0 11.0 14.0 15.0 13.0 |
Community:
Enterprise:
Click on Live Preview button to see our app demo in version 15.
Credentials : demo/demo
This Loan Management app is an incredibly powerful and versatile loan app that help you to manage loan with invoices, Journal Entries, Outstanding balance, principal and interest balalnce, payments etc. Also provides different ways to pay loan installments and provides functionality to change loan installments date.
Hot Features
Hot Features-
Auto creation of loan installments
Scheduler auto creates loan installment invoice base on date.
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Postpone Installments
Postpone installments by certain amount of days or months, also reset it if need. By certain amount of month postpone installment allow to postpone by selecting loan installment's items.
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Extra Payment
Pay extra amount of loan with some options. Like cover that amount only in principal amount or in installments or both.
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Close Loan
Don’t allow to close if there is any partial or paid loan iinstallments invoice.Close loan functionality cancel all draf and open loan installments invoices. Add ‘C’ after loan name.
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Cancel Loan
Cancel loan funcionality cancel all draft and open loan installments invoices. Marks partial paid loan installments invoices as fully paid with Write-Off account.
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Report
PDF report to print loan details
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Send Loan Detail to customer via Email
User can send email for loan detail with pdf file.
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Server Actions
1. To update loan installments invoices number.
2. To Create loan installment invoices manually before today date.
Key Features
Key Features-
Provides all details like Transaction history, Payment history, Outstanding balance, Invoices,
Total due amounts, Due days, Paid tax, insurance, principal, interest in one view.
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Transaction history of loan installments invoices and its payments with current date balance.
Creates transaction history on validation of loan installment invoice and also removes it when
cancel loan installment invoice.
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Payment history of all loan payments and linked invoices with payments. Creates payment
history when paying amount and removes when cancling payment. Remove invoice link from payment
history on unreconcilation of payment from invoice.
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Differenciate loan products by addind ‘Propety’ category inside product.
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Creates Processing fee invoice when validating loan.
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Displays Loan details and Payment amount details from customer view so user can see total
loans and total payment amounts of any customer.
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Displays Total Cashed and Paid details from product view.
Loan Accounts and Products Configuration
Properties
Loan
Interest Type
Loan Installments with simple Interest Type
Loan Installments with compound Interest Type
User Setting - Loan rights
Report
Send Loan Detail to Customer
Postpone Installments
- Allow to postpone loan installments date by certain number of days or month by selecting specific date.- This functionality postpone open loan invoices due date and invoice date or postpone installments date which are after selected date.
- By certain month option user has choice to postpone whole invoice or want to postpone invoice by selecting number of items(like Principal, Interest, Tax or Insurance).
- Also provides reset functionaly that will reset all instllments dates and invoices.
- Adds history for all intallment changes.
Extra Payment
- Allow to pay loan amount in different way like,1. Settle with next due instalment rest with principal
2. Cover all next due installments
3. Cover only principal outstanding
1. Settle with next due instalment rest with principal
- Using this way user can pay first installment and if amount greater than first installment then rest pays in principal amount.
2. Cover all next due installments
- Cover all next due installments option pays all amount in installments(Loan invoices).
3. Cover only principal outstanding
- To pay only in principal amount.
- This also changes installment schedule based on payment amount and payment method.
- Also provide functionality to close loan, this will calculate total open invoices amount plus remaining principal. So user can pay all remaininging amount and close loan directly.
Legend (for prefix, suffix)
Current Year with Century: %(year)s
Current Year without Century: %(y)s
Month: %(month)s
Day: %(day)s
Day of the Year: %(doy)s
Week of the Year: %(woy)s
Day of the Week (0:Monday): %(weekday)s
Hour 00->24: %(h24)s
Hour 00->12: %(h12)s
Minute: %(min)s
Second: %(sec)s
Atharv ERP Services
We provide the following services :
Odoo Development
Odoo Implementation
Odoo Integration
Odoo Data Migration
Odoo Code Migration
Odoo Training
Odoo Configuration
Odoo Support
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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