Confirm orders with the full credit picture in view
Customer Balance in Sale Order puts total receivable, credit limit, aging, and an itemized invoice breakdown right on the quotation — so sales reps make the credit call without leaving the order or guessing at the math.
The problem
Sales reps confirm orders without knowing what the customer already owes. The receivable, credit limit, and overdue invoices live in Accounting, so checking means leaving the sale order, opening the Partner Ledger, and doing the math by hand — a step most sales users cannot or do not take. Orders ship to customers already over their credit exposure, and the business only finds out when the invoice ages.
The solution
This module adds a live customer balance panel to the sale order form: total receivable, credit limit, available credit, a color-coded safe/watch/over-limit status, a current-vs-overdue aging split, and the itemized invoices behind the number — all computed in real time and labeled with the exact formula used, so nothing is a mystery figure.
Everything you need to make the credit call
Every capability below is implemented in the module.
Customer Balance Panel
A collapsible panel on the sale order form — toggle it on or off per order — shows total receivable, credit limit, and available credit for the customer, computed live every time the order is opened.
Color-Coded Credit Status
A Safe, Watch, Over Limit, or No Limit badge gives an instant risk read, driven by the customer's projected balance against their credit limit and your configured watch threshold.
Aging & Payment History
The outstanding balance is split into current and overdue amounts with the maximum days past due, alongside the customer's last payment date, next due date, and a snapshot timestamp so every reading is dated and never mistaken for stale data.
Itemized Invoice Breakdown
An inline list on the order shows every open invoice behind the balance — number, dates, total, and residual — so reps see exactly why the balance is what it is without opening Accounting.
Transparent Balance Formula
A plain-language caption states exactly how Total Receivable and Available Credit are calculated, so users stop re-deriving the number by hand and start trusting it.
Soft Over-Limit Warning
Confirming an order that would push the customer over their credit limit posts a chatter note and schedules a follow-up activity for the salesperson — informing without blocking the sale.
Open Invoices & Customer Ledger, One Click Away
Smart buttons jump straight to the customer's open invoices or their invoice history, so accounting-permitted users reach full detail in a single click.
Credit-Status Search Filters
Filter or search sale orders by Over Credit Limit, Credit Watch, or Credit OK to find every at-risk order across the pipeline in seconds.
Configurable Defaults
Set whether the balance panel is shown by default on new orders and tune the Credit Watch threshold percentage from Sales Settings.
How it works
Open a Sale Order
Create or open a quotation for any customer. If the customer has receivable history, the balance panel is ready to show it.
Review the Credit Panel
Toggle on the panel to see total receivable, credit limit, available credit, aging, and the invoices behind the number, all in one place.
Check the Status Badge
A Safe, Watch, or Over Limit badge tells you instantly whether this order is safe to proceed, needs a second look, or exceeds the customer's limit.
Confirm with Confidence
Confirm the order as usual. If it pushes the customer over their limit, a chatter note and activity flag it for follow-up — nothing blocks the sale.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. It adds visibility only. Orders confirm exactly as before; an over-limit order simply posts a chatter note and schedules a follow-up activity so the responsible salesperson can review it.
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 Balance in Sale Order
Total receivable, credit limit, available credit and a current-versus-overdue aging split on the sale order form — color-coded, itemized down to the open invoices, and labeled with the exact formula behind the number.
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