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Customer Balance in Invoice
The Customer Balance in Invoice module enhances the invoicing process in Odoo by allowing users to easily view and verify customer credit notes directly on both the invoice form view and the generated invoice PDF.
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Features
Customer Credit in Customer Invoice
This feature allows users to view the customer's total credit balance directly on the customer invoice. By displaying the available credit amount in the invoice form, it ensures that users have a clear understanding of the customer's outstanding balance.
Customer Credit in Customer Credit Note
Similar to its functionality in invoices, the "Customer Credit" feature has been added to the Customer Credit Note. This allows users to easily access the customer's credit balance when processing credit notes. The module also includes the "Print Customer Credit in Credit Note" feature, which enables users to include the customer's credit information in the PDF version of the credit note.
Screenshot
1.) Customer Credit in Customer Invoice
the newly added customer credit feature within the customer invoice view, allowing users to easily check the total credit amount available for a customer.
Navigation : Invoicing → Customers → Invoices
2.) Customer Credit Printed on Invoice PDF
The screenshot showcases the option to include the customer credit information in the printed invoice PDF.
3.) Customer Credit in Customer Credit Note
the customer credit feature appears within the Customer Credit Note. Users can view the credit balance directly on the credit note, making it easy to confirm the customer's available credit during the refund or adjustment process.
4.) Customer Credit Printed on Credit Note PDF
The second image displays the credit note PDF with the customer credit information included.
User Guide
