New Credit Management Status View larger

Credit Management Status

c6195d20241110161123

New

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.

More details


200,00 €

More info

 

  • Editeur: NextGestion
  • Version du module: 1.0
  • Compatibilité: Dolibarr 6.0.0 - 20.0.*
   
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 Management

demo/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.

   
Installation
    1. Télécharger le fichier archive (.zip) sur dolistore.com
    2. Dézipper l'archive dans le répertoire /htdocs/custom de dolibarr.
    3. Le module peut alors être activé (), paramétré () si besoin depuis la page de configuration des modules et enfin utilisé.
   
Démonstration 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]
More than 100 Modules available in Dolistore: