Payment Term by Amount for Sale Order and Invoice for Odoo

Sales and Invoice Payment Term Restriction

Payment Term by Amount for Sale Order and Invoice: what to validate before go-live

Sales and Invoice Payment Term Restriction

Sales Customer Payment Term Extend with

Sales Customer Payment Term Extend with Amount Range Restriction in Odoo App

This app does not allow you

This app does not allow you to use payment terms on sales orders and customer invoices if that does not come into the amount range criteria set on payment term form.

So the system will raise a warning message and the user has to change the payment terms because the selected payment term does not meet criteria on payment term setup.

Allow you to configure payment term

Allow you to configure payment term range amount on payment term configuration. System also allows you to list out customers on payment terms where restrictions will not be applicable.

Restriction will be applicable to Sales

Restriction will be applicable to Sales order and customer invoice confirmation if selected payment term on sales order and Invoice does not meet criteria of amount.

System also allows you to configure

System also allows you to configure a customer form for that specific customer if restriction should not apply.

Additional details

System also allows your manager to forcefully skip restriction warnings on sales order and invoice form with a checkbox given.

Amount on payment term ranges should be configured on company currency and the system will respect multi currency if your sales order and invoice is in other currency.

Conclusion

Payment Term by Amount for Sale Order and Invoice is built for teams that want Odoo workflows they can validate on probuseappdemo.com before production rollout.

Start with one realistic scenario, then expand training once stakeholders see the same data in backend and on mobile or portal where applicable.

Explore Payment Term by Amount for Sale Order

Before go-live, test Payment Term by Amount for Sale Order and Invoice with one realistic document flow on probuseappdemo.com so sales, operations, and finance see the same data.
Sananaz Mansuri • Techno-Functional Consultant at Probuse

Payment Term by Amount for Sale Order and Invoice is designed so day-to-day work and management reporting stay on one Odoo database instead of scattered spreadsheets.
Mustufa Rangwala • Chief Executive Officer at Probuse