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af Asha21-05-2024 15:27:43

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

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Bedste svar

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

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