ACCOUNTING - Odoo 16 Enterprise Book

Sales Credit Limit

With the assistance of the new Sales Credit Limit feature in the Odoo 16 Accounting module, it is possible to trigger an alert while creating invoices and sales orders for partners with a total receivable amount exceeding a limit. You can activate this feature from the Customer Invoice tab of the Settings menu.

Odoo 16 accounting

Here, you will get an additional field to specify the Default Credit Limit for the partners. Here, we mentioned $500 as the Sales Credit Limit.

Odoo 16 accounting

Now, let’s check what will happen once you create an invoice or sales order for a partner whose credit limit has already exceeded $500.

Odoo 16 accounting

As you can see in the image above, Odoo will display an alert to inform you that this customer has already reached the credit limit of $500. It will also show the total amount due of the customer.

It is possible to set the credit limit separately for individual customers also. For this, you can select the Customers menu from the Accounting module. From the given list of customers, you can select a customer to set Sales Credit Limit. Under the Accounting tab of the form view, you will get the option to activate the Partner Limit.

Odoo 16 accounting

After activating the Partner Limit feature, you can set a credit limit for this customer. The Total Receivable field will show the total amount this customer owes you. By following these steps, you can set sales credit limits for each customer in your database.



Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635



Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.



Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

Send Us A Message