Customer Credit Limit for Odoo 19 documentation

A guide to customer credit control: limits and holds, what is checked on orders and deliveries, approvals, the exposure report, settings and access rights.

Documents version 1.0.0Updated Oct 23, 2026

About Customer Credit Limit for Odoo 19 Download the PDF(PDF, 1.3 MB)

Start here

In plain words: 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; it lets the order through. Customer Credit Limit stops it: an order that would exceed the limit, or belongs to a customer on hold or with old overdue invoices, is refused until a credit manager approves the exception. Deliveries of customers on hold are stopped too.

The credit on a quotation, the refusal, and the credit exposure of every customer.

Tip: Salespeople see the status and the credit available; only credit managers set limits and holds, approve exceptions and release deliveries.

What you get

Feature	What it does
Credit limit	A limit per customer, in the company currency. 0 means no limit.
Credit used	What the customer owes (open invoices) plus the confirmed orders not yet invoiced.
Orders refused	Confirming an order that would pass the limit is refused, with the figures.
Credit hold	Tick it, and no order is confirmed and no delivery validated for that customer.
Automatic hold	A customer with an invoice overdue by more than N days is on hold by itself.
Approvals	A credit manager approves an exception for one order, up to its amount.
Deliveries	A delivery of a customer on hold or overdue is refused until a credit manager releases it.
Credit exposure report	Every customer with its limit, what is owed, the credit available and its status.
Arabic	Everything is translated and works right to left.

Requirements

Item	Details
Odoo	19.0 (Community or Enterprise)
Apps needed	Sales and Inventory (`sale_stock`), Invoicing (`account`)
License	OPL-1 (Odoo Proprietary License v1.0)

Install

Unzip the package. Inside is taqnix_credit_limit.zip; unzip it to get the folder taqnix_credit_limit.
Copy the folder into one of the addons_path folders of your Odoo server and restart Odoo.
Log in as an administrator, activate Developer mode, open Apps and press Update Apps List.
Remove the “Apps” filter, search Customer Credit Limit and press Install.

# or from the command line
./odoo-bin -c odoo.conf -d YOUR_DATABASE -i taqnix_credit_limit --stop-after-init

Set the limit of a customer

In plain words: Open a customer, tab Invoicing, group Credit (credit managers see the limit and the hold; salespeople see the figures).

A customer with a limit of 20,000: 12,400 owed and 3,000 in confirmed orders leave 4,600 available.

Field	Meaning
Credit limit	The most this customer may owe, in the company currency. 0: no limit.
Credit hold	Block new orders and deliveries until it is unticked.
Owed	The open customer invoices, less unapplied payments.
Orders not invoiced	Confirmed orders waiting to be invoiced (can be switched off in the settings).
Credit used / available	Owed plus orders; and the limit minus that.
Days overdue	The age of the oldest overdue invoice.
Credit status	No limit, within the limit, limit exceeded, on hold or overdue.

Tip: A contact of a company uses the limit and the balance of its company.

On the sales order

In plain words: When an order would exceed the limit, or the customer is on hold or overdue, a red banner says why and how much credit is left.

A quotation of 2,500 for a customer who has 8,000 of credit and owes 10,700.

Pressing Confirm: the order is refused with the figures.

In plain words: Orders confirmed together count together: two orders of 600 for a customer with a limit of 1,000 are not both accepted.

Button	Who	What it does
Ask for credit approval	Salespeople	Schedules an activity for each credit manager.
Approve credit exception	Credit managers	Approves this order up to its current amount. It can then be confirmed.

An approved exception: a green banner, and the approver in the chatter.

Important: If the order is raised above the approved amount, the approval no longer covers it and the check applies again.

Hold and overdue

Case	What happens
Credit hold ticked	No order is confirmed (unless an exception is approved) and no delivery is validated.
Overdue limit in the settings	A customer with an invoice overdue by more than the number of days is on hold, and is released when it is paid.
Deliveries	Refused for a customer on hold or overdue. Not refused just because the limit is exceeded: the order was accepted. Credit managers and orders with an approved exception can be delivered.

The credit exposure: Atlas Components on hold, Northwind Foods overdue for 45 days, Cedar over its limit.

Settings

In plain words: Settings → Credit Limit.

What is checked, and when a customer is put on hold.

Setting	What it does
Check sales orders	Refuse to confirm an order over the limit or for a customer on hold.
Check deliveries	Refuse to validate the delivery of a customer on hold or overdue.
Count confirmed orders not yet invoiced	Add them to what the customer owes.
Hold when overdue	Days of delay after which a customer is on hold. 0: off.

Who can do what

Who	Can
Salespeople	See the status, the credit used and available, and ask for approval. They cannot see or change the limit.
Credit managers	Set limits and holds, approve exceptions, release deliveries. Sales managers are credit managers; add others to the group Credit Manager.

Arabic and right to left

The credit exposure in an Arabic interface.

Limits

Limit	Detail
Company currency	Limits and balances are in the company currency; orders in another currency are converted.
Orders and deliveries only	Invoices are never refused: you can always invoice what was delivered.
One limit per customer	Not per sales team or per product category.
Insured or secured sales	There is no collateral or credit insurance concept.

Troubleshooting

Problem	What to do
A customer's order is not refused	Check that the customer has a limit above 0, that Check sales orders is on, and that the order has no approved exception.
I cannot see the limit field	Only credit managers see it. Add yourself to the group Credit Manager.
The credit used looks wrong	Owed includes unapplied payments as a credit; orders are the confirmed ones still to be invoiced.
A delivery is blocked	The customer is on hold or overdue. A credit manager releases it, or the hold is removed.

Updating and removing

Replace the folder with the new version, restart Odoo and run -u taqnix_credit_limit. Limits and holds are kept.

Support

Installation help and bug fixes are included for 6 months, with lifetime updates. Contact us through the marketplace page where you bought the module or write to support@taqnix.com with your Odoo version and a screenshot.