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Installment Management

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73.54

17.0 0
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Required Apps Discuss (mail)
Inventory (stock)
Invoicing (account)
Purchase (purchase)
Technical Name nthub_installment_management
License OPL-1
Also available in version 18.0 17.0
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Technical Name nthub_installment_management
License OPL-1
Also available in version v 18.0 v 17.0

Introduction

Elevate your sales strategy and enhance customer satisfaction by offering flexible payment options with the Odoo Installment Management module. This powerful and intuitive tool is designed to seamlessly integrate into your Odoo environment, allowing you to effortlessly create, manage, and track customer installment plans. By automating the entire installment process, from calculation to payment tracking and reporting, this module reduces administrative workload and minimizes the risk of human error. Empower your customers with greater purchasing power and provide a superior buying experience, ultimately leading to increased sales, improved cash flow, and stronger customer loyalty.

Key Features

  • Create and customize multiple installment plans to suit diverse business needs.

  • Automate the calculation of installment amounts, including down payments and schedules.

  • Seamlessly generate and manage installment requests directly from sales orders.

  • Provides two distinct methods for installment computation for enhanced flexibility.

  • Maintain a comprehensive and centralized profile for each installment customer.

  • Track required documents for each installment plan to ensure compliance.

  • Automatically generate and manage monthly payment invoices for customers.

  • Features a user-friendly payment wizard for quick and easy settlement processing.

  • Manage delayed payments effectively with options to create penalty invoices.

  • Offers a dedicated settlement menu for a clear overview of all installment requests.

  • Filter and group installment lines by status, such as payable or late.

  • Generate detailed installment and invoice reports for insightful financial analysis.

Benefits

  • Increase sales and average order value by making high-ticket items more affordable.

  • Enhance customer satisfaction and loyalty by offering flexible payment solutions.

  • Reduce the administrative burden of manually managing installment payments.

  • Improve cash flow predictability with scheduled and automated payment tracking.

  • Gain a clear, real-time overview of all installment activities and statuses.

  • Minimize payment delays and defaults through automated reminders and tracking.

  • Streamline accounting processes with seamless integration into Odoo Invoicing.

  • Empower your sales team to close more deals with attractive financing options.

Compatibility & Technical Details

  • Required Modules: Accounting (account_accountant), Discuss (mail), Inventory (stock), Invoicing (account), Purchase (purchase).

  • License: LGPL-3

  • Technical Name: nthub_installment_management

Installation:

  1. Download the module file.

  2. Place the module folder into your Odoo addons directory.

  3. Restart the Odoo server.

  4. Navigate to the 'Apps' menu, activate developer mode, and click 'Update Apps List'.

  5. Search for "Installment Management" and click 'Install'.

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.