Skip to Content
Menu
Musisz się zarejestrować, aby móc wchodzić w interakcje z tą społecznością.
To pytanie dostało ostrzeżenie
2 Odpowiedzi
1639 Widoki

Is there a way to manage a business case whereby a business received an amount of money from customer at an agreed interest rate on Odoo?

  1. How to record such "sale order"
  2. How does the accounting flow go periodically
Awatar
Odrzuć
Najlepsza odpowiedź

Investment Description


A detailed description of the investment—e.g., purpose, fund provider, interest scheme, lock-in period, etc.


Risk Assessment 


Write about the risk level (e.g., low, medium, high) and any associated disclaimers or analysis.


Customer Feedback 


Notes or feedback provided by the customer regarding this investment.


Investment Terms & Conditions 


Use an HTML field to input formatted investment terms, especially if imported from a PDF or agreement.


Maturity Condition Notes 


Any condition that affects maturity or withdrawal of funds.


Advisor Remarks 


Internal use – advisor comments or suggestions related to this specific investment.

Awatar
Odrzuć
Najlepsza odpowiedź

Hello dear,

We’ve already built it and it’s available! Our ready-to-use Portfolio Management Software for Asset Managers

Contact us :

-Email: info@inforiseit.com

-Website: www.inforiseit.com

-WhatsApp: https://wa.me/message/6ODIXVCWWH22K1

Inforise - Odoo Gold Partner.

Awatar
Odrzuć
Powiązane posty Odpowiedzi Widoki Czynność
4
wrz 25
1022
2
sie 25
722
1
sie 25
481
1
sie 25
776
1
lip 25
892