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?
- How to record such "sale order"
- How does the accounting flow go periodically
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
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?
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.
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.
Cree una cuenta para poder utilizar funciones exclusivas e interactuar con la comunidad.
InscribirsePublicaciones relacionadas | Respuestas | Vistas | Actividad | |
---|---|---|---|---|
|
1
ago 25
|
147 | ||
|
1
ago 25
|
428 | ||
|
2
jul 25
|
564 | ||
|
1
jul 25
|
700 | ||
|
2
jul 25
|
799 |