{"id":25527,"date":"2025-08-02T05:59:14","date_gmt":"2025-08-02T05:59:14","guid":{"rendered":"https:\/\/tenthplanet.in\/odoo\/uncategorized\/customer-credit-limit\/"},"modified":"2025-10-09T12:40:41","modified_gmt":"2025-10-09T12:40:41","slug":"customer-credit-limit","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/odoo\/bharath-india\/customer-credit-limit\/","title":{"rendered":"Customer Credit Limit in Odoo18"},"content":{"rendered":"<div class=\"epyt-video-wrapper\"><iframe loading=\"lazy\"  id=\"_ytid_61716\"  width=\"800\" height=\"450\"  data-origwidth=\"800\" data-origheight=\"450\"  data-relstop=\"1\" src=\"https:\/\/www.youtube.com\/embed\/FQILOFvwuJc?enablejsapi=1&autoplay=0&cc_load_policy=0&cc_lang_pref=&iv_load_policy=1&loop=0&rel=0&fs=1&playsinline=0&autohide=2&theme=dark&color=red&controls=1&disablekb=0&\" class=\"__youtube_prefs__  no-lazyload\" title=\"YouTube player\"  allow=\"fullscreen; accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen data-no-lazy=\"1\" data-skipgform_ajax_framebjll=\"\"><\/iframe><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The steps below guide you through understanding and configuring &#8220;Customer Credit Limit&#8221; in Odoo18. This workflow explains how to enable the credit limit feature, set a specific credit limit for individual customers, and observe how this limit is applied when creating sales orders. This feature helps in managing customer credit exposure and ensuring timely payments.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Navigate to Invoicing Settings:<\/strong> From the Odoo web application, go to the &#8220;Invoicing&#8221; module and then to &#8220;Settings&#8221;.<\/li>\n\n\n\n<li><strong>Enable Sales Credit Limit:<\/strong> Within the Invoicing settings, scroll down to the &#8220;Customer Invoices&#8221; section and locate &#8220;Sales Credit Limit.&#8221; Tick the checkbox to enable this feature, which triggers alerts when creating invoices and sales orders for customers with a total receivable amount exceeding a defined limit.<\/li>\n\n\n\n<li><strong>Set Default Credit Limit (Optional):<\/strong> While you can set a default credit limit for all customers here, the video focuses on setting individual customer limits.<\/li>\n\n\n\n<li><strong>Go to Customer Details:<\/strong> Navigate to the &#8220;Sales&#8221; module, then &#8220;Customers,&#8221; and select the customer for whom you want to set a credit limit (e.g., &#8220;MRF Tyres&#8221;).<\/li>\n\n\n\n<li><strong>Configure Partner Credit Limit:<\/strong> Within the customer&#8217;s &#8220;Invoicing&#8221; tab, locate the &#8220;Partner Limit&#8221; field under &#8220;Credit Limits.&#8221; Enter the desired credit limit for this specific customer (e.g., \u20b92000). This allows for unique credit limits for different customers.<\/li>\n\n\n\n<li><strong>Create a Sales Order and Observe Credit Limit:<\/strong> Create a new sales order (quotation) for the customer (MRF Tyres). When you select the customer, the system will display a warning if the total outstanding sales orders and this new document exceed their credit limit.<\/li>\n\n\n\n<li><strong>Confirm Sales Order and Invoice:<\/strong> Confirm the sales order, then proceed to &#8220;Create Invoice&#8221;, and confirm the draft invoice to finalize the transaction. Even with the warning, the system allows you to proceed, but the warning serves as an important alert.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The steps below guide you through understanding and configuring &#8220;Customer Credit Limit&#8221; in Odoo18. This workflow explains how to enable [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[355],"tags":[],"class_list":["post-25527","post","type-post","status-publish","format-standard","hentry","category-bharath-india"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/25527","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/comments?post=25527"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/25527\/revisions"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/media?parent=25527"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/categories?post=25527"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/tags?post=25527"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}