Credit Detail Menu
Users can access Sales > Credit > Credit Details to manage customer credit in Odoo. From this menu, users can view the current credit, enter an update amount and apply the credit using “Update” or “Update With Accounting Entry”.
Customer Credit Smart Button
A Credit smart button is available on the customer form to show the customer's current available credit directly in Odoo. Users can quickly check the credit amount from the customer record without opening the separate Credit Details menu.
Website Credit Balance
Customers can access their credit details from the Odoo website and view their current credit balance directly from their account. The website also allows customers to add credit balance or withdraw credit balance using the available options.
Customers can enter the required credit amount on the website and click “Add Credit” to add the amount to their account balance.
After entering the credit amount, Odoo generates a “Credit Product” with the entered amount and adds it to the shopping cart.
Customer can add credit balance from different payment method.
Once the order is confirmed credit amount is added in credit balance of that particular customer.
Customers can view their available credit balance directly from the website. They can also use "Add Credit Balance" to increase their account credit and see the updated balance on the website.
Customers can easily withdraw their available credit balance by selecting the journal, entering the withdrawal amount and clicking Withdraw Credit Balance.
After withdrawing the credit amount, the updated balance is automatically reflected on the website. Customers can easily view their remaining credit balance and track the available amount in real time.
Customers can select Credit Payment at checkout to pay for their order using the available credit balance. After selecting the payment method, they can click Pay Now to complete the order payment.
Customers can see the order confirmation after paying with Credit Payment. User can shows the payment method, order total and payment status for the completed order.
After the order payment is processed using Credit Payment, Odoo automatically deducts the order amount from the customer’s credit balance. Users can view the updated available credit directly from the customer record.
After the customer pays using Credit Payment, Odoo automatically creates a payment transaction in the backend. The transaction shows the related customer, sales order, payment amount, payment method and transaction status for easy payment tracking.
Deducted Balance of user is also display on website in Credit menu
After using Credit Payment, the order amount is deducted from the customer’s credit balance. The updated available balance is automatically displayed under the Credit menu on the website.
When You place an order, more than the available credit amount as shown below.
When the order amount is higher than the customer’s available credit balance, Odoo does not confirm the order using Credit Payment.
Admin can enable Allow Credit Payment When Order Amount is More than Credit Balance on the customer record. This allows the customer to complete an order even when the order amount is higher than their available credit balance.
Admin can manage a customer’s credit balance directly from the customer record in Odoo. Using Update Credit Balance or Withdraw Credit Balance, the credit amount can be adjusted as needed.
Admin can increase a customer’s credit balance by selecting the Payment Journal, entering the Recharge Amount and clicking Submit. Odoo then updates the customer’s available credit balance.
View Updated Customer Credit Balance
After adding credit, Odoo automatically updates the customer’s available balance. Users can view the latest credit amount directly from the Credit smart button on the customer record.
Customer can withdraw from the credit balance
Customer can withdraw a customer’s credit balance by selecting the Payment Journal, entering the Withdraw Amount and clicking Submit. Odoo then updates the customer’s remaining credit balance.
Email is sent to each customer as per every transaction
Point Of Sale
Customer Credit Details in POS
In Odoo Point of Sale, users can view the customer’s credit history and current credit balance from the customer details. This helps POS users check available credit before processing an order.
Configure POS Credit Payment Method
Users can enable POS Credit Journal in the Odoo payment method configuration. This makes the credit payment option available in Point of Sale for processing customer payments using their credit balance.
In Odoo POS, a customer must be selected before using the Credit Payment option. If no customer is selected, Odoo displays a warning and prevents the credit payment from being processed.
Odoo POS checks the customer’s available credit before processing a Credit Payment. If the payment amount is higher than the available credit balance, Odoo shows a warning and prevents the payment from being completed.
Customers can use part of their available credit balance to pay a POS order and pay the remaining amount using another payment method, such as Cash or Card.
Customers can use their credit balance to pay the exact POS order amount. Odoo automatically applies the full order total to the credit payment, so the payment amount does not need to be changed manually.
When a customer uses their credit balance to pay for a POS order, Odoo automatically deducts the used amount from the customer’s available credit. The updated balance is also reflected in the customer record in the backend.
POS Credit Payment Receipt
After completing the payment in Odoo POS, users can view the payment confirmation and receipt showing the order total and Customer Account payment amount.
Withdraw Customer Credit from POS
In Odoo POS, users can select the customer and click Withdraw from the Actions menu to start withdrawing an amount from the customer’s available credit balance.
Users can select the Journal, enter the amount to withdraw from the customer’s credit balance and click Apply. Odoo then processes the withdrawal and updates the customer’s available credit.
Credit Withdrawal Successful in POS
After the withdrawal is completed, Odoo POS displays a success message confirming that the customer’s credit amount has been withdrawn successfully.
In Odoo POS, a customer must be selected before withdrawing credit. If no customer is selected, Odoo shows a warning and prevents the withdrawal.
Credit Balance Updated After Withdrawal
When a customer withdraws credit in Odoo POS, the withdrawn amount is automatically deducted from their credit balance. The updated balance is also reflected in the customer record in Odoo.
