The Customer Credit Limit module for Odoo empowers businesses to effectively manage customer credit by setting individual credit limits. This module ensures that customers do not exceed their credit thresholds, thereby mitigating financial risks and maintaining healthy cash flow. By automating credit checks and approval workflows, it streamlines the sales process and enhances financial oversight.
Key Features
Set individual credit limits for each customer.
Automatically checks if a customer's outstanding dues exceed their credit limit during sales order confirmation.
Displays a warning popup with details of the customer's previous dues when the credit limit is exceeded.
Requires admin or manager approval for orders that surpass the credit limit.
Sends email notifications to managers for credit limit approval requests.
Logs all approval activities in the Odoo chatter for transparency.
Places customers on credit hold if their outstanding dues exceed the credit limit, preventing further orders until cleared.
Benefits
Mitigates financial risks by preventing customers from exceeding their credit limits.
Automates credit checks and approval workflows, saving time and reducing manual errors.
Enhances cash flow management by ensuring timely payments.
Provides transparency and accountability through detailed logging of approval activities.
Improves customer relationship management by setting clear credit policies.
Customer Credit Limit
Customer Credit Limit Odoo app helps manage and monitor customer credit limits when
confirming sale orders. This app allows you to set a credit limit for each customer, ensuring
that sales orders do not exceed their assigned credit limit. When a customer’s credit limit is
reached, the app notifies the sales manager for review before confirming the sale quotation.
As you create sales orders, invoices, and payments, the app continuously tracks and displays
each customer’s credit usage. If a customer’s credit limit is exceeded, it will prevent further
order confirmation until payment is made or the limit is adjusted. This tool provides businesses
with a reliable way to manage customer credit responsibly, reducing the risk of overdue payments
and helping maintain financial stability.
Features
- Set credit limits for each customer to manage sales responsibly.
- Notify the sales manager for review when a sale order exceeds the customer’s credit limit.
- Display the customer’s current credit usage on their profile.
- Track credit usage as new sales orders, invoices, and payments are created.
- Prevent further order confirmation if the customer’s credit limit is exceeded until payment is made or the limit is adjusted.
Credit Limit On Customer
Create sale order
Created invoice/payment
Second create order of same customer
without payment created only invoice
Third create order of same customer
Exceeded Customer Credit Limit
Display Customer Credit Limit
Notify the Sales Manager
Version 1.0 | Released on : 11th Jan 2026
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Is this app compatible with Odoo Enterprise?
- Yes, our app works with Odoo Enterprise as well as Community.
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If need of customization in this app, How can i contact ?
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Do i get free support?
- Yes, you will get free support for 90days.
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Do i get free updates?
- Yes, you will get free updates for lifetime.
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Do i have to buy this module for each version ?
- Yes, you have to buy this module for each version.
Why Us?
Onvodo® Odoo Services