v1.0.1
1.0.1 – Maintenance
- Added accessible titles to the banner icons, which removes the install warnings
ModuleOdooNew
Customer Outstanding Balances Widget for Odoo 19 – Overdue Amount Banner on the Sales Order, Both Directions
See what a customer owes you, what is overdue and what you owe them, in a banner at the top of the sales order. Red when the delay is serious. Live from your accounting, Arabic included.
No reviews yet0 salesby TAQNIXUpdated Oct 23, 2026
Description
Know who owes you, before you confirm
Before a quotation becomes an order you want to know one thing: does this customer already owe you money?
Customer Outstanding Balances Widget puts the answer at the top of the sales order, in a banner: how much is overdue, how late, how much they owe in total, and how much you owe them.
The banner
- Red when the oldest overdue invoice is late by your threshold (30 days by default), orange while it is less, blue for an open balance with nothing overdue (optional)
- Both directions: it also shows what you owe the same contact (vendor bills) and the net position
- Small overdue amounts below your minimum are ignored
- Hidden when there is nothing to say, and on cancelled orders
Live from your accounting
- Computed when the form opens from the posted entries, in the company currency
- A customer company and all its contacts count as one
- Unapplied payments and credit notes are deducted and cover the oldest invoices first
- Buttons open the overdue invoices or all open invoices behind the numbers
Customers too
A Balances block on the customer, a filter With overdue invoices and an optional Overdue column in the customers list.
Safe and simple
It only reads your accounting: nothing is blocked, nothing is changed. Everything is computed with a handful of grouped queries, not one per customer.
Tested
28 automated tests: overdue and not yet due, partial payments, unapplied payments, credit notes, draft and cancelled, sub-contacts, vendor bills, foreign currency, other companies, the three levels, the thresholds, the buttons, the filter and query counts.
Documented
Illustrated documentation in English and Arabic and an Arabic translation of the module.
What's included
- taqnix_customer_balance.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 and Invoicing.
What's in the download
The files in the archive you can download after you buy.
- Full source code
- Documentation
- Installation guide
- Automated tests
- Licence file
- Changelog
Customer reviews
No reviews yet. Bought this item? Be the first to review it.
Usage
Install and use it in a few lines.
late = env['res.partner'].search([('tx_has_overdue', '=', True)])
for p in late:
print(p.name, p.tx_receivable_overdue, p.tx_oldest_overdue_days)order.tx_bal_level # 'info', 'warning', 'danger' or False
order.tx_bal_overdueDocumentation
Setup, settings and troubleshooting, written by the author.
Changelog
Every release, newest first.
v1.0.0
1.0.0 – Initial release
- Banner on the sales order: overdue amount, invoices, days late, total owed, what we owe and net
- Three levels (information, warning, danger) with company thresholds
- Live balances from posted entries in the company currency, contacts rolled up to the company
- Overdue invoices and open invoices buttons
- Balances block on the customer, With overdue invoices filter and optional Overdue column
- Arabic translation, automated tests
Frequently asked questions
Does it block quotations from being confirmed?
No. It informs your salespeople; it does not stop anything and does not change any data.
Where do the numbers come from?
From the posted entries of the receivable and payable accounts, computed when the form opens, in the company currency.
What counts as overdue?
Posted customer invoices past their due date and not yet paid, minus unapplied payments and credit notes. An invoice due today is not overdue yet.
Can I choose when it turns red?
Yes. The company sets the number of days late (30 by default) and the smallest overdue amount that triggers the banner.
Does it show what we owe the customer?
Yes, when the same contact is also a vendor, the banner shows the open vendor bills and the net balance. You can switch this off.
Do my salespeople need accounting rights?
No. They see the numbers on the sales order. The buttons that open the invoices need Billing or Accounting read-only.
Does it work in Arabic?
Yes. The banner, settings and buttons are translated and the banner follows right-to-left, and the documentation is in Arabic too.
Is it slow with many customers?
No. The balances of all the contacts on a page are computed with a handful of grouped queries, not one query per contact.
More from TAQNIX
- ModuleNewby TAQNIX
Digital File Sales & Secure Token Downloader for Odoo 19 – Personal Time-Limited Links with Download Counter
Sell PDFs, templates and any file from Odoo. When the sales order is confirmed the customer gets a personal download link by email, valid for N days and N downloads, with a full download log.
No reviews yetSales:0$49.00 - ModuleNewby TAQNIX
Advanced POS Receipt & Invoice Customizer for Odoo 19 – 5 Styles Each, Amount in Words, Barcode
Choose the look of your invoices, quotations and Point of Sale receipts in the company settings: five styles each, accent colour, amount in words (Arabic too), signature boxes, order barcode and small print.
No reviews yetSales:0$39.00 - ModuleNewby TAQNIX
IP Address & Time-Based Login Restrictions for Odoo 19 – Office-Only Sign-In and Working Hours
Let people sign in only from your office or VPN addresses and only at working hours, per user or user group. Covers the login page, the API and open sessions, with a lock-out guard and an off switch.
No reviews yetSales:0$39.00 - ModuleNewby TAQNIX
Bulk Excel Attendance Importer for Odoo 19 – Excel and CSV, Checked Before Import, One-Click Undo
Import attendance from Excel or CSV in four steps: upload, map the columns, check every row, import. Night shifts, time zones, Arabic digits, and a one-click undo of the whole import.
No reviews yetSales:0$34.00
Similar items
- ModuleNewby TAQNIX
Force Cancel & Reset to Draft for Odoo 19 – Admin Tool for Invoices, Deliveries & Manufacturing Orders
Admin-only buttons to force cancel or reset to draft posted invoices, done deliveries and manufacturing orders. Unreconciles payments, reverses stock automatically, asks for a reason and keeps a full audit log.
No reviews yetSales:0$39.00 - ModuleNewby TAQNIX
Digital File Sales & Secure Token Downloader for Odoo 19 – Personal Time-Limited Links with Download Counter
Sell PDFs, templates and any file from Odoo. When the sales order is confirmed the customer gets a personal download link by email, valid for N days and N downloads, with a full download log.
No reviews yetSales:0$49.00 - ModuleNewby TAQNIX
Advanced POS Receipt & Invoice Customizer for Odoo 19 – 5 Styles Each, Amount in Words, Barcode
Choose the look of your invoices, quotations and Point of Sale receipts in the company settings: five styles each, accent colour, amount in words (Arabic too), signature boxes, order barcode and small print.
No reviews yetSales:0$39.00 - ModuleNewby TAQNIX
IP Address & Time-Based Login Restrictions for Odoo 19 – Office-Only Sign-In and Working Hours
Let people sign in only from your office or VPN addresses and only at working hours, per user or user group. Covers the login page, the API and open sessions, with a lock-out guard and an off switch.
No reviews yetSales:0$39.00
Customer Outstanding Balances Widget for Odoo 19 – Overdue Amount Banner on the Sales Order, Both Directions
$34.00