Sales Credit Limit - Odoo 17 Enterprise Book

Sales Credit Limit

Invoices and sales orders for partners with a total receivable amount that exceeds a limit can be created with the aid of the new Sales Credit Limit function in the Odoo 17 Accounting module. From the Settings menu's Customer Invoice tab, you can turn on this option.

Odoo 17 Accounting

You will find a new field here where you may enter the partners' Default Credit Limit. The Sales Credit Limit in this case is $1000.

Let's now see what will occur if you generate an invoice or sales order for a partner whose credit limit is already above $1000.

Odoo 17 Accounting

As seen in the screenshot above, Odoo will display a warning to let you know that this customer's credit limit of $1000 has already been reached. Additionally, it will display the customer's overall balance owed.

The credit limit can be established separately for each customer as well. You can do this by navigating to the Accounting module's Customers menu. You can choose a customer to establish Sales Credit Limit from the provided list of customers. You can choose to activate the Partner Limit on the form view's Accounting tab.

Odoo 17 Accounting

You can set a credit limit for this customer after the Partner Limit feature is activated. The whole amount that this customer owes you will be displayed in the whole Receivable field. You can set sales credit limitations for each customer in your database by doing the following.



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

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