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The Credit Guard module for Dolibarr is designed to protect your business from the risks associated with customers with overdue payments or purchases from suppliers with outstanding balances. By using predefined credit limits, Credit Guard ensures that no transaction exceeds safe thresholds, giving you full control over outstanding balances and cash flow management.
Optimize your financial tracking with a dual solution: a comprehensive module showing balance trends of selected accounts, seamlessly integrated as a dashboard widget for instant visibility. Dynamic color coding highlights positive, negative, or zero balances, while the last transaction’s date and time let you view your total cumulative balance in real time at a glance.
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Proposals, orders and invoices in the customer currency. Define currency change rates in the module configuration and then select the currency used in the final pdf document and even modify the change rate document by document. Currencies information are propagated between quotes, orders and invoices and in the clone process
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For more details you can email us at contact (at) altairis.fr
In the EU (excluding France) or for outside EU, you may need an invoice without VAT. Then please contact us directly to place your order - If you are in the EU, your VAT number is mandatory.
Module version: 3.0
Publisher/Licence: Altairis / GPL v3+
User interface language: English / French
Help/Support: Mail to contact@altairis.fr preferably in French or English
Prerequisites:
Install:
unzip modulefile.zip