Key Features

• Picture this: a symphony of automation where every transaction is meticulously choreographed. With our “Customer Balance Track in Sale Order” Odoo app, this vision becomes your reality.
• As soon as a sale order is confirmed, the system intelligently anticipates and generates the corresponding invoice, streamlining your billing process and reducing administrative overhead.
• But what if, perchance, an invoice meets its demise, whether through cancellation or other unforeseen circumstances?
• Fear not, we clearly mark the retaining amount of each invoice as Outstanding Credits, ensuring a harmonious financial ecosystem. Your accounting system doesn’t lose these credits; instead, it records them meticulously, so you can easily access them.
• These credits, a testament to our commitment to seamless operations, converge into a cohesive total, culminating in the customer’s balance. This comprehensive balance takes into account all outstanding payments, credits, and past transactions, providing a true and accurate reflection of your financial relationship with each customer.
• Behold the culmination of sophistication: this balance elegantly appears within the corresponding sale order, clearly guiding your business endeavors towards unparalleled success.
• No more toggling between multiple screens or sifting through endless reports. With our app, the crucial information you need – the customer’s current balance – is right where you need it, within the context of their active sale order.
• Because of this instant visibility, your sales team gains power. They can now make informed decisions. This includes assessing credit limits before large orders. They can also proactively handle outstanding payments. It fosters stronger customer relationships by ensuring transparency and facilitating smoother financial interactions.
• PreFortune Technologies LLP’s “Customer Balance Track in Sale Order” Odoo app clearly and immediately shows the customer’s financial status within the sale order. This transforms your sales process. It increases efficiency. It improves decision-making. Consequently, your endeavor becomes more profitable. Embrace this enhanced visibility and elevate your business operations today.