This Odoo apps allow credit payment facility in Odoo eCommerce/online store/webshop and POS. This Odoo module is complete features of customer credit management system which manages the credit balance, pay orders and bill using credit balance, add/update credit balance. Single credit amount balance use on point of sale as well as on Odoo Website/Webstore.
Accounting entries managed properly Whenever credit balance use for payment or balance updated also when first time balance allocated. If you want to manage customer credit payment management on Odoo then this will be the good Odoo app for use. By using this app you can easily add/update credit balance of your customer . This credit can be used as Payment, on time of pos order payment and eCommerce Order Payment with specific Journal. Customer credit balance can easily shown on each customer card and on POS screen as well as on Website screen. So don't need to go back and check each customer's credit balance.
It has feature to pay partially or fully using credit balance and rest of the payment can also able to pay using other payment method(On Both POS and Website).Customer can also add credit balance in their account from the website and POS .Admin user can allow pay more than credit balance to their customers too.
Managing customer credit efficiently is essential for businesses that operate both physical stores and online sales channels. This module provides a complete solution for handling customer credit balances across the Odoo Point of Sale and eCommerce platforms.
This powerful Odoo application allows businesses to allocate, manage, update, and utilize customer credit balances seamlessly. Customers can use their available credit to place orders through the website or POS system, while administrators can track every credit transaction with proper accounting entries.
The module ensures that customer credit information is synchronized between POS and Website operations, making credit management easy, transparent, and highly efficient.
Also Read: Customer Credit Limit in Odoo
Features
1) Add/Update Credit Amount of Customer in Website and POS
Easy to Add/Update credit amount of each customer by using Credit details menu under sales.
2) Automatically Update Credit Amount
When Customer used credit amount. That credit limit of particular customer will be automatically updated
3) Allow to pay fully/partially amount payment
Customer can Pay fully or partially generated POS order by using his/her credit easily.
4) Multiple methods for payment to customer
Customer can pay order from multiple payment method together when using Credit payment option.
5) Customer can pay from Credit Payment Method
At the time of Payment, Customer can pay from Credit Payment Method as per their available credit balance.
6) User can pay more amount then his/her credit balance
Customer can pay more then his/her available credit balance.
7) Does not allow to pay more payment then the available credit amount
Customer can not pay more then his/her available credit amount from credit payment journal.
8) Journal entry with the credit payment option
Correct Journal entry has been generated with credit payment option as its generated with default Odoo POS. So no need to worry about accounting transaction effected by this module.
Website Customer Credit Payment
Credit Product Configuration
Users have to select credit product under Website > Configuration > Settings menu.
Credit Detail Menu
We have created Credit Details menu in Sales. From that we can add credit for customer.
Smart Button on customer
View Smart button in customer Form view which shows how much credit available for that customer.
Update Customer Credit History
Customer's credit history and customer credit with payment history will be display under "Customer Credit Details" tab.
Update Credit Payment with Accounting Entry
Credit Payment with Accounting Entry Wizard
When you click on "Update With Accounting Entry" button, one wizard will open in which you need to add credit amount and select payment journal.
Update Customer Credit Details With Accounting Entry
Credit entry details with accounting entry display under "Update Customer Credit With Payment History".
Credit On Website
Customer can view or add credit balance in their account from the website and that credit balance is also shown on website too. Click on Add Credit Balance button to add credit from website.
Add Credit
After click on button customer can easily add credit balance from here.
In the back-end you can see the updated credit amount of customer.
Credit Detail Menu
Point Of Sale with Credit payment.
We have created Credit Details menu in Sales. From that we can add credit for customer.
POS - Customer View
In Point Of sale,see customer's credit details.
Deduct Credit Amount with Customer Credit Details
When customer has used its credit for purchasing product than it will be automatically deducted from his credit and it will be also affected at backend of Customer.
Advantages of Using Customer Credit Management in Odoo
Improved Customer Loyalty
Offering prepaid credit and flexible payment options encourages repeat purchases and increases customer retention.
Faster Checkout Process
Customers can complete payments quickly using available credit balances without repeated payment processing.
Better Financial Control
Automatic accounting integration and credit tracking help businesses maintain accurate financial records.
Reduced Manual Work
Automation of credit calculations, balance updates, and journal entries reduces administrative workload significantly.
Seamless POS and Website Integration
A single customer credit balance works across both POS and Website platforms, creating a unified shopping experience.
Why Choose This Odoo Credit Management Module?
This module provides a complete customer credit ecosystem inside Odoo. Businesses can manage customer prepaid balances, offer flexible payment methods, maintain proper accounting records, and improve customer satisfaction using a single integrated solution.
Whether your business operates through physical retail stores, online shops, or both, this module helps simplify customer payment management while maintaining complete financial transparency.
The integration with POS, Website, Sales, and Accounting modules makes it one of the most comprehensive customer credit management solutions available for Odoo users.
How Customer Credit Improves Business Cash Flow
Customer credit management is not only useful for improving customer experience but also plays a major role in maintaining healthy business cash flow. By allowing customers to preload funds into their accounts, businesses can receive advance payments and encourage future purchases.
This system helps companies:
- Increase repeat sales from existing customers
- Reduce pending payment collections
- Improve customer retention and loyalty
- Encourage faster checkout on POS and Website
- Minimize payment processing delays
For retail stores and online businesses, prepaid customer credit acts as a digital wallet that simplifies future transactions and improves overall operational efficiency.
Real-Time Credit Synchronization Between POS and Website
One of the most important advantages of this Odoo module is real-time synchronization of customer credit balances across all sales channels.
Whenever a customer:
- Adds credit from the website
- Uses credit in POS
- Receives manual balance updates
- Makes partial payments
The updated balance is instantly reflected throughout the entire Odoo system.
This eliminates data inconsistencies and ensures that both customers and administrators always view accurate credit information. Businesses operating multiple stores or online platforms can manage customer balances without duplicate entries or manual synchronization.
Conclusion
This module is a powerful solution for businesses looking to modernize and simplify customer payment handling.
By enabling centralized credit balance management across Odoo Website and POS systems, the module enhances customer convenience while maintaining strong accounting control. Businesses can easily allocate credit, manage balances, process partial or full payments, and track every transaction from a single platform.
With automatic accounting entries, real-time balance synchronization, flexible payment options, and detailed customer credit history, the module helps improve operational efficiency and customer satisfaction simultaneously.
This Odoo application is an excellent choice for businesses that want to provide flexible payment facilities, streamline financial operations, and build long-term customer relationships through an advanced credit management system.
Frequently Asked Questions (FAQs)
Can customers use the same credit balance on both POS and Website?
Yes, the module allows customers to use a single unified credit balance across Odoo Point of Sale and Website/eCommerce platforms.
Does the module create accounting entries automatically?
Yes, all credit-related transactions generate proper accounting entries automatically, including credit allocation, usage, refunds, and balance updates.
Can customers partially pay using credit balance?
Yes, customers can use partial credit payment and pay the remaining amount using other payment methods like cash, card, or bank transfer.
