Odoo warns when a customer goes over its credit limit; it does not stop anything. This module builds on that standard Sales Credit Limit feature and turns the warning into a real control: a sales order, a delivery or a customer invoice of a customer that fails the credit check waits for the approval of a credit manager. It uses the credit limit, the total receivable and the sales orders to invoice that Odoo already keeps; no second limit and no second warning.
Key Features
- Block instead of warn — Per company, choose where the limit is enforced: sales order confirmation, delivery validation, customer invoice posting.
- Credit approval with a reason — The blocked user requests an approval from the message itself. A credit manager approves or refuses with a reason; the approval covers the order, its deliveries and its invoices.
- Override by a credit manager — A credit manager confirms a blocked document in one step, after writing the reason.
- Credit hold — Put a customer on hold with a reason, one by one or in bulk. Documents are blocked whatever the amount, until the hold is released or a credit manager approves the document.
- Overdue invoices count too — Optionally fail the credit check when the oldest unpaid invoice is overdue for more days than you tolerate, even below the limit.
- Credit exposure on the customer — Receivable, sales orders to invoice, exposure, available credit, share of the limit used, overdue amount and oldest overdue days, next to the standard credit limit.
- Customers over or near their limit — One list of the customers that need attention: on hold, over limit, near limit, overdue.
- Credit history — Every limit change, hold, release, request, approval and refusal with user, date and reason.
Benefits
- Credit policy enforced on the server, whatever the screen, import or API used
- No surprise: the message says which check failed and what to do next
- Sales keeps moving: a request is one click away and managers are notified
- Auditors see who allowed what, when and why
Ideal For
- Wholesalers and distributors selling on account
- Finance teams that must sign off deliveries to late payers
- Companies whose auditors ask who raised a credit limit
Technical Highlights
- Extends the standard Sales Credit Limit: same setting, same limit field, same warning
- Depends on the Invoicing app only; Sales and Inventory are used when they are installed
- Settings, holds and limits per company; multi-currency; fully translatable
- Dedicated Credit Manager access right; record rules on requests and history
Supported Odoo Versions
- Odoo 19
- Odoo 20
