Credit Limit per Customer
Set a specific credit limit for each customer in the customer form under a dedicated Credit Information tab.
Smart
Credit
Control
Control
Module Overview
Control Customer Credit Risk in Odoo Sales
The Customer Credit Limit Management for Sales module helps businesses control customer credit risk directly within Odoo Sales. You can set credit limits for customers, monitor remaining credit, and automatically warn or block users when a sales order exceeds the allowed limit.
This ensures better financial control while allowing managers to override limits when required. Sales staff get instant visibility into how much credit a customer has remaining — directly inside the sale order form.
What It Does
Key Features
Credit Summary Display
View total due amount, credit limit, and remaining credit directly in the customer form without leaving Odoo.
Sales Order Blocking / Warning
Warn or block users when confirming or editing a sale order that exceeds the customer's credit limit.
Remaining Credit in Sale Order
Instantly view the customer's remaining credit directly on the sale order form before confirming.
Manager-Only Configuration
Only Sales Managers can configure or view credit limits, keeping sensitive financial data properly restricted.
Override Permission
A special user group allows authorized users to override credit warnings and confirm orders above the limit.
Why It Matters
Key Benefits
Prevent Bad Debt
Stop sales orders from being confirmed for customers who have already exceeded their approved credit exposure.
Full Visibility
Sales staff see the customer's remaining credit directly on every quotation — no need to check accounts separately.
Controlled Overrides
When a business exception is needed, authorized managers can override the limit with full accountability.
Simple Setup
How It Works
From installation to active credit control — configure credit limits and start protecting your business from overdue customers in just a few steps.
Get the Module
1. Go to Customers → Open a Customer → Credit Information Tab
2. Enter the Credit Limit and enable Block on Credit Limit
3. Create or edit a sale order — Remaining Credit is shown immediately
4. If order exceeds limit, the system warns or blocks confirmation
5. Users with override permission can proceed despite the warning
6. Sales Managers can view and manage all credit limit configurations
Compatible with Odoo Community & Enterprise
Take Control of Customer Credit Risk?
Get the Credit Limit module from Odoo Apps Store or contact us for setup and customisation assistance.
