Credit Management Status

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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.

240.00 €

  • Author Next Gestion
  • Module version 1.0
  • Release date 11/10/2024
  • How to contact support [email protected]
  • Compatibility Dolibarr6.0.0 - 20.0.*
  • Last update 01/02/2025 04:43 PM

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]
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