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Financial Situation centralizes, per customer, the authorized credit limit and the actual outstanding balance. The list flags overruns (visual alert), lets you update credit limits inline or in bulk, offers search and pagination, and applies a configurable tolerance (up to 10% of the limit, capped). A simple tool to manage credit risk, collections, and credit decisions.
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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Customize the documents generated in Agefodd (convention, program, etc ...). Create your PDF templates, wich you can then select when generating your documents in Agefodd. This module also integrates the features of the standard DocEdit module for the creation of invoice templates, proposals, etc ... (*)
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Help with installation - User manual |
Module video discovery I watch the module tutorial !
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I want to test the module : |
-> Some modules may include these benefits, this is then mentioned in the section "Namely" see above.
-> For any additional intervention: service delivery of a technician is priced at € 375 excluding tax, for half a day, remotely.
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