Sale Payment Sheet Financial Risk

Manage partner risk in sale payment sheet

Technical Name:
sale_payment_sheet_financial_risk
License:
Author:
Tecnativa
https://odoo-community.org/web/image/product.template/10639/image_1920?unique=62caea2
  • Odoo Version

Terms and Conditions 

Sale Payment Sheet Financial Risk

Beta License: AGPL-3 OCA/credit-control Translate me on Weblate Try me on Runboat

Extends Partner Financial Risk to allows you to deduct from the risk the amounts collected on sale payment sheets pending reconciliation.

When Deduct Sale Payment Sheet is set each risk field is reduced depending of payment sheet invoice status (type of debt) and shows amounts grouped by field risk.

When deduction not is set When deduction is set

Table of contents

Usage

To use this module, you need to:

  1. Go to Customers > Financial Risk
  2. You will see the new Sale Payment Sheet field that accumulates in negative sign the unreconciled payments so that this amount can be deducted from the risk.
  3. Set Deduct Sale Payment Sheet to reduce each risk field depending of payment sheet invoice status (type of debt).

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Tecnativa

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/credit-control project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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