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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.
This module allows you to view and restore a historical version of a document (commercial proposal, invoice or price request).
mp1445d20250926094222
Adds a menu in customer invoicing to display the list of credit notes and deposits, used or unused, with direct access to the related documents.
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This module allows to have a clear view of unused credit notes and deposits.
Once installed, a new menu “Converted Credit Notes List” is available in customer invoicing.
It allows you to:
View all converted credit notes, with details of amounts used and amounts still available,
Easily identify deposits with remaining credit,
Filter and search for the information you need,
Directly access the related document in one click.
A simple and practical tool to improve accounting follow-up and avoid oversights.