Promotions

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    20.00 €  (33.25€)
  • Stick it

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    60.00 €  (120€)

New products

  • UltimateLine

    Automatically adds final lines to proposals, orders, and invoices when a line is added or modified. It can manage multiple lines to be added, depending on products or services defined together or independently. Particularly suitable for automating the calculation and addition of lines such as carbon taxes, eco-taxes, or specific discounts.

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  • PnL Management module

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customer outstanding

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Our module dolibarr customer outstanding allows you to better follow the outstanding of your different customers

80.00 €

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  • Author Iouston
  • Module version 1.0.9
  • Release date 06/15/2022
  • Access to download and updates 1 year

More info

→ Éditor : iouston - www.iouston.com / AGPL

→ Module version : auto

→ Compatibility : Dolibarr auto auto

→ Language :

→ Technical assistance : per ticket from Monday to Friday

→ Documentation : Available online

→ Demonstration : online, with login : demo and password : demo

→ Detailed description :

Natively, Dolibarr allows you to indicate from the customer file of the third party, the amount of authorized outstanding. The outstanding customer balance is calculated as the sum of validated customer orders and unpaid customer invoices, minus the available customer credit notes (down payments, credit notes, discounts).

With this module you can :
 

  • Visualize on one page all the outstanding amounts of your customers with the amount of the authorized outstanding amount and the amount of the current outstanding amount
  • See in red, which are the customers who exceed the amount of the authorized outstanding amount, from the customer's file and from the list of outstanding amounts
  • You can access the details of the outstanding customer
  • You can tolerate an overrun on the order, with the display of an alert message or block new orders that exceed the outstanding amount
  • If you are using the multi-company module and you share the third parties between your companies, you can obtain the global outstanding amount of the customer on all the companies
  • This function will also detail the receivables of this customer for each entity in the WIP detail
  • You can calculate the outstanding amount for a group of companies. The module is based on the Siren number which is common and by defining an authorized outstanding amount at the level of the parent company
  • The outstanding amount calculated takes into account orders for which invoicing has begun