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Description & Fonctionnalités
Credit Management Status The "Credit Status" module optimizes the management of credits and overcharges of invoices, by automating their conversion into credits available for future use. It offers a smooth and efficient solution for processing customer discounts and credits, improving cash management and customer satisfaction. Key features: 1- Automatic splitting of discounts (Credits): The module automatically splits discounts or credits, simplifying the processing of credits for clearer and more precise management. 2- Automatic conversion of credit invoices into available credit: When a credit invoice is generated, its amount is automatically converted into available credit for the customer, without manual intervention. 3- Management of overcharges: The excess amounts paid by customers on their invoices are automatically converted into available credits, allowing for quick and simplified subsequent use. 4- Credit date selection: An advanced feature allows you to choose a specific date for credit allocation, directly from the "Convert to available credit" button, providing additional flexibility in managing financial flows.
Main Options: 1- Key date management: - Order Date: Corresponds to the date on which the customer issued the credit. Credit Date: Date the credit was recorded in Dolibarr. 2- Customer account monitoring: - Suspense account: Allows you to group customer discounts and credits before they are posted. - Bank account: The credit is posted directly to a specific bank account, providing a clear view of the funds. - Column customization: The column title can be adjusted to display "Bank Account" or any other relevant label. 3- Customer information: - Custom label: Displays the customer's name or any other relevant additional information. The title of this column can be changed to "Customer" or "Third Party" as needed. 4- Quantity tracking: - Quantity ordered (QteCd): Indicates the quantity linked to the credit note, allowing you to keep a precise history of the products or services concerned.
Demo Module Status of Credit Note Managementdemo/demo
If you order our module you benefit from:
- free installation and configuration assistance - free help in case of bug or module malfunction - the addition of new functionalities or options specifically adapted to your needs. |
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Installation
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Démonstration
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Mises à jour et disponibilité Les mises à jour correctives du module seront publiées sur le dolistore. |
Support We are available for any questions. If you have a problem with the operation of the module, please give us detailed information so that we can understand and reproduce the behavior. Email: [email protected] |
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