CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
Learn how to effectively manage credit notes and process customer refunds in Odoo 18 Accounting! This tutorial covers creating credit notes, validating them, and the steps to record refunds, ensuring accurate financial records. Essential for any Odoo user handling customer returns or adjustments. #Odoo18 #Odoo18Accounting #OdooCreditNote #OdooRefunds #OdooTutorials #Odoo18NewFeatures #OdooERP #OdooAccountingTutorial #OdooStepByStep #OdooERP2025 #OdooAccounting #CreditNotes […]
In this video, we’ll show you how to configure the Credit Card Journal in Odoo 18 Accounting. This new feature helps businesses efficiently manage credit card transactions, track balances, and streamline financial operations with ease. What You’ll Learn: ✨ 💳 How to create and configure a Credit Card Journal in Odoo 18 🏦 Connecting the […]
In Odoo, the Sales Credit Limit refers to a feature used to manage and control customer credit limits in the Sales and Accounting modules. This ensures that customers do not place orders exceeding their predefined credit limit, helping businesses mitigate financial risks. How Sales Credit Limit Works in Odoo: Setting Up Credit Limits for Customers: […]
In this video we’ll explore the Sales Credit Limit feature in Odoo 17. We’ll cover everything from activating credit limits in the accounting module to setting individual limits for customers. See how this feature helps prevent financial risks by notifying you when customers exceed their credit limits. Watch now and master credit management in Odoo! […]
Odoo 18 Accounting provides a comprehensive module for managing credit cards, allowing businesses to efficiently track and process credit card payments. Here’s a breakdown of the key features and functionalities: Key Features: – Payment Processing: Seamlessly integrate with popular payment gateways like Stripe, PayPal, and Authorize.net to process credit card payments directly within Odoo. Configure […]
A credit note in Odoo is a document used to record a decrease in the amount a customer owes the business. There are a few common reasons why you might create a credit note in Odoo: A customer returns products: If a customer returns products that they previously purchased, you can create a credit note […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how to manage SEPA credit transfers. Other lessons related to this video: – Need more information about Odoo apps? Discover Odoo, schedule a demo, or start your own Odoo revolution for […]
Odoo 17 empowers you to set up sales credit limits, helping you manage customer payment risks and maintain control over outstanding balances. 00:00 Intro 00:13 Enable sales limit 00:55 Create quotation 2:23 set limit for customer Activating the Feature: Access Accounting Settings: Navigate to the Accounting module and click on “Configuration” followed by “Settings.” Enable […]
Allow sale credit to customer Customer can use credit payment, credit balance will redeem when customer use credit Buy it: #Odoo #Sale #Credit #Customer
Allow covert change amount to credit Allow sale credit to customer Allow customer use credit point for payment order Buy it: #Odoo #Customer #Credit #Management