Customer Credit Limit for Odoo 19 – Block Sales Orders and Deliveries Over the Limit, Credit Hold, Approvals
Set a credit limit per customer and stop sales orders and deliveries when it is exceeded, when the customer is on hold or has old overdue invoices. Credit managers approve exceptions.
A customer owes you $40,000, is three months late, and a salesperson confirms one more big order. Odoo only warns about the credit limit. Customer Credit Limitrefuses the order.
Limits and holds
A credit limit per customer; the credit used is what the customer owes plus the confirmed orders not yet invoiced
A credit hold you tick by hand, and an automatic hold for customers with an invoice overdue by more than the days you choose
Enforced where it matters
Confirming an order that would pass the limit is refused, with the figures; orders confirmed together count together
Deliveries of customers on hold or overdue are refused until a credit manager releases them
A banner on the quotation shows the reason and the credit available
Approvals
Salespeople ask for approval; a credit manager approves an exception for that order, up to its amount
The approval is in the chatter; raise the order and it no longer covers it
Know your exposure
A Credit Exposure report lists every customer with the limit, what is owed, the credit available, the days overdue and the status.
Private
Salespeople see the status, never the limit. Credit managers set limits and holds.
Tested
32 automated tests: limits and boundaries, open invoices and orders, foreign currency, holds and overdue, approvals and their amounts, deliveries, access rights and orders confirmed together.
Documented
Illustrated documentation in English and Arabic and an Arabic translation of the module.
What's included
taqnix_credit_limit.zip: the Odoo 19 module (with Arabic translation)
Illustrated documentation in English and Arabic (HTML and PDF)
Automated tests, licence file (OPL-1) and changelog
Requirements
Odoo 19.0 with Sales, Inventory and Invoicing.
What's in the download
The files in the archive you can download after you buy.
Credit limit and credit hold per customer; credit used = open invoices plus confirmed orders not yet invoiced
Sales orders over the limit, or of customers on hold or overdue, are refused; orders confirmed together count together
Credit managers approve an exception for one order; salespeople ask for approval
Deliveries of customers on hold or overdue are refused until released
Credit exposure report; automatic hold for overdue invoices
Arabic translation, automated tests
Frequently asked questions
Does Odoo not already have a credit limit?+
Odoo can show a warning on the quotation, but it lets the order through. This module refuses it, and also adds the credit hold, the automatic hold for overdue invoices, approvals by credit managers and the delivery check.
How is the credit used calculated?+
What the customer owes (open invoices, less unapplied payments) plus the confirmed orders not yet invoiced. You can leave the orders out in the settings.
Can a manager allow an exception?+
Yes. A credit manager approves an exception for one order, up to its amount. If the order grows beyond it, the check applies again.
What happens to deliveries?+
A delivery of a customer on hold, or with an invoice overdue by more than the days you set, is refused until a credit manager releases it. An order that exceeded the limit but was accepted can be delivered.
Can salespeople see the limit?+
No. They see the status and the credit available, and they can ask a credit manager for approval.
Is a customer put on hold automatically?+
If you set a number of days in the settings, a customer with an invoice overdue by more than that is on hold until it is paid.
Does it work with other currencies?+
Yes. Limits and balances are in the company currency and orders in another currency are converted.
Does it work in Arabic?+
Yes. Everything is translated and works right to left, and the documentation is in Arabic too.
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