$ 766.13
| Required Apps |
•
Invoicing (account)
• Discuss (mail) |
| Technical Name |
jt_loan_management
|
| License | OPL-1 |
| Technical Name |
jt_loan_management
|
| License | OPL-1 |
1. Introduction
JT Loan Management is a complete solution for managing loans within Odoo. It simplifies and automates the entire loan process, from installment scheduling to report generation, ensuring efficiency and accuracy. Businesses can use it to track loan performance, manage extra payments, and provide transparency to clients through detailed reports.
2. Key Features
Automated installment invoice creation on scheduled dates
Postponement of installments by days or months, with reset functionality
Flexible extra payment handling: principal only, installments only, or both combined
Loan closure process that cancels draft or open invoices for accuracy
Automatic generation of detailed PDF loan reports
Email integration to deliver loan reports directly to borrowers
Server actions to manually create or update installment invoices before their scheduled date
Centralized loan dashboard showing transaction history, outstanding balances, payments, interest, tax, and insurance details
3. Benefits
Operational efficiency: Reduces manual work by automating invoice creation and loan scheduling
Flexibility in repayment: Supports extra payments and installment adjustments without disrupting the process
Transparency: Provides clients with clear transaction history and loan details in professional PDF reports
Improved accuracy: Automated closure logic prevents incomplete or incorrect loan records
Better user experience: Integrated email reports and easy installment management improve communication and trust
4. Compatibility & Technical Details
Fully compatible with Odoo (Enterprise and Community editions) on Online, Odoo.sh, and On-Premise deployments
Core dependencies: Invoicing and Discuss modules
Technical Name: jt_loan_management
License: Odoo Proprietary License v1.0 (OPL-1)
Modular design ensures scalability, easy maintenance, and smooth integration with other Odoo apps
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.