| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Website (website) • eCommerce (website_sale) • Discuss (mail) |
| Lines of code | 835 |
| Technical Name |
website_credit_payment |
| License | See License tab |
| Website | https://www.browseinfo.com |
| Versions | 16.0 17.0 9.0 15.0 10.0 14.0 12.0 13.0 11.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Website (website) • eCommerce (website_sale) • Discuss (mail) |
| Lines of code | 835 |
| Technical Name |
website_credit_payment |
| License | See License tab |
| Website | https://www.browseinfo.com |
| Versions | 16.0 17.0 9.0 15.0 10.0 14.0 12.0 13.0 11.0 |
Website Customer Credit Payment Management Odoo Apps
If you are using a Website and want to assigned Credit to your customer then you can use this Odoo apps. By using this apps you can easily add/update credit of your customer.This credit can be used on eCommerce Order which comes as new payment acquire configuration.Customer credit can easily shown on each customer card and Website credit section. So don't need to go back and check each customer's credit balance. It has feature to pay partially or fully using Credit balance and rest of the payment can also able to pay using other payment method.Customer can also add credit balance in their account from the website.Admin user can allow pay more than credit balance to their customers too.
This Odoo apps allow credit balance facility in Odoo eCommerce/online store/webshop. This Odoo module is complete features of customer credit management system which manages the credit balance, pay orders and bill using credit balance.Accounting entries managed properly Whenever credit amount use for payment or credit balance updates as well as when first time balance allocated on credit.
Looking Internal Credit Management Odoo App, please check below module link
Internal Credit Management Odoo App.
Looking POS Customer Credit Management Odoo App, please check below module link
POS Customer Credit Management Odoo App.
Features
Add Manual Credit Amount for any Customer from the Backend
You can add credit amount line for any customer from the backend.
Easy to View Customer Credit & Customer Credit with Payment History
Customer can easily view customer credit history and customer credit with payment history.
Add/Update credit amout of customer in website
Easy to Add/Update credit amount of each customer by using Credit details menu under sales.
Customer can add balance from website
Customer can add credit balance in their account from the website and that credit balance is also shown on website too.
Pay using credit payment method
At the time of Payment, Customer can pay from Credit Payment Method as per their available credit balance.
Can pay more then available credit balance
Customer can pay more then his/her available credit balance.Add Manual Credit Amount
Go to credit amount menu than create manual credit amount line for any customer so credit amount line added and waiting for approve.
Approve Credit Amount
Once Manager can approved credit amount will be assigned to customer.
While approving credit, Credit history will be maintain and stage will be changed from "Waiting For Approve" to "Approve" and current date will be set.
Credit Details Menu
We have Credit Details menu in Sales. From that we can show credit/debit history for customer.
Here you can see all credit details.
Credit On Customer
In customer view you can see credit smart button which shows how much credit available for that customer
Credit Amount Menu
We have created Credit Amount menu in Sales. From that we can add credit amount for customer.
Manager can approve credit amount to customer by clicking Approve button.
While approving credit, Credit history will be maintain and stage will be changed from "Waiting For
Approve" to "Approve" and current date will be set.
Credit Details Menu
We have Credit Details menu in Sales. From that we can show credit/debit history for customer.
Here you can see all credit details.
Credit On Customer
In customer view you can see credit smart button which shows how much credit available for that customer
Update Customer Credit History
Customer's credit history and customer credit with payment history will be display under "Customer Credit Details" tab.
Update Credit Payment with Accounting Entry
Credit Payment with Accounting Entry Wizard
When you click on "Update With Accounting Entry" button, one wizard will open in which you need to add credit amount and select payment journal.
Update Customer Credit Details With Accounting Entry
Credit entry details with accounting entry display under "Update Customer Credit With Payment History".
Payment Entry in Accounting
Customer's created accounting credit payment will be display here.
Payment Entry Form View
Credit On Website
Customer can view or add credit balance in their account from the website and that credit balance is also shown on website too.
Click on Add Credit Balance button to add credit from website.
Add Credit
After click on button customer can easily add credit balance from here.
You can see a product name "Credit Product" is generated as per entered credit amount.
Once the order is confirmed credit amount is added.
After approving from manager credit amount is added in particular customer.
In the back-end you can see the credit amount is added.
After approving credit by manager then credit amount is added to particular customer credit balance.
Use Credit Payment
You can make payment of order using "Credit Payment" as shown in fig.
Confirm Order
You can see the order is confirmed with payment method as "Credit Payment".
Used Credit Details
You can see that amount of order is deducted from user's credit balance and that history will be generated
Sale Order
Sales order will be created with credit payment method.
Payment Entry Form View
Deducted Credit Balance On Website
You can also see deducted balance of user on website in Credit menu.
Order More Than Credit Balance
When You place an order more than the available credit amount as shown below.
When order amount is more than your available credit balance, Then order is not confirmed.
Allow Credit Payment
Manager can allow their customer to pay more then his/her available credit balance.
After allowing Credit Payment option, Customer can pay order more than available credit balance.
Used Credit Details
You can see the negative credit balance of customer after confirm order.
Credit On Customer
You can see the negative credit balance of customer in customer credit history.
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Free Support
You will get 90 Days free support incase any bugs or issue (Except data recovery).
At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on ticket@browseinfo.in or raise a ticket on 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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