A dashboard-first loan portal for customers and suppliers
Let borrowers check balances, due dates and full amortization schedules instantly, so finance teams stop fielding routine “how much do I still owe?” questions.
The problem
Businesses that extend or receive loans manage every balance inside the backend. Borrowers have no self-service view of what they owe, so they email or call finance, who look it up manually and reply — a steady stream of low-value inquiries that delays borrowers and produces inconsistent answers.
The solution
A self-contained loan module with a real-time borrower portal. Finance manages customer and supplier loans in the backend with automatic amortization schedules; borrowers get a dashboard-first portal showing outstanding balance, next due date, full schedule, color-coded status, downloadable PDF statements and automated reminders — all without a single email to finance.
Everything finance and borrowers need
Every capability below is implemented in the module.
Dashboard-first borrower portal
A dedicated Loans section in My Account leads with total outstanding, total paid and the next due amount & date — the numbers borrowers want first.
Full installment schedule per loan
Every loan detail page lists the complete amortization schedule so borrowers see every past and future payment in one place.
Color-coded payment status
Every installment is tagged overdue, due soon, paid or pending with a clear badge, so status is understood at a glance.
Amortization visualization
Each loan detail page shows a principal-versus-interest split per installment, so borrowers see how the balance declines over time.
Downloadable PDF statements
Borrowers generate a formatted PDF statement of any loan and its schedule on demand, with no manual request to finance.
CSV export
A one-click CSV export of the full installment history supports borrower and accountant reconciliation and bookkeeping.
Automated due-date reminders
A daily scheduled action emails borrowers ahead of upcoming and overdue installments, turning the portal proactive instead of purely pull-based.
Backend loan workflow
Finance creates, confirms, closes or cancels customer and supplier loans through a clear draft → running → closed workflow, with schedules generated automatically on confirm.
Multi-company, multi-currency, translatable
Loans respect company and currency scoping, and every portal label and statement follows the borrower’s language.
How it works
Finance sets up the loan
Create a customer or supplier loan with principal, rate, term and frequency, then confirm it.
Schedule generates automatically
Confirming the loan builds the full amortization schedule of installments, principal and interest.
Borrower checks the portal
The borrower logs into My Account and sees a live dashboard of balances, due dates and status.
Statements and reminders follow
Borrowers download PDF statements or CSV exports any time, and reminder emails go out automatically before due dates.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. A single loan model with a Loan Type field covers customer loans and supplier loans in one unified backend view and one portal experience.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Customer & Supplier Loan Portal
A dashboard-first borrower portal with full installment schedules, colour-coded payment status and downloadable PDF statements — backed by a backend loan workflow and automatic due-date reminders.
Buy on Odoo App Store