Přejít na obsah
Menu
You need to be registered to interact with the community.
This question has been flagged
Otázka byla uzavřena pro důvod: Není relevantní nebo zastaralé od Asha na 21.05.2024 15:27:43
1 Odpovědět
3762 Zobrazení

If customer doing a credit payment against a point of sale order , how can i track the outstanding balance of that customer?

Avatar
Zrušit
Nejlepší odpověď

Hi,

In Odoo, you can find all the transactions associated with a partner by accessing the partner ledger. The partner ledger provides a comprehensive view of the financial transactions related to a specific partner.

Additionally, from the partner/customer form view, you can find a smart button that allows you to view the ledger balance. By clicking on this button, you can access a detailed report displaying all the transactions related to that specific partner.

Furthermore, if you have follow-up reports configured in your Odoo instance, you can also find the due amount for the partner within the report. These reports provide insights into the outstanding payments, invoices, and other financial obligations associated with the partner.

These features in Odoo enable you to easily track and analyze the financial transactions and balances related to your partners or customers.

Hope it helps

Avatar
Zrušit
Related Posts Odpovědi Zobrazení Aktivita
2
lis 23
1916
1
dub 23
3051
2
kvě 25
6677
2
úno 25
2583
2
úno 24
4923