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If a customer has outstanding credits / unassigned payments...

By
Troy
on 10/24/16, 6:45 PM 327 views

When a customer calls and asks for the status of their account, we need an easy way of seeing outstanding credits on the customer contact card or to be able to run a report that retrieves this information for the customer. What would be the easiest way to achieve this in Odoo9 community? If we build a report, what determines if a customer has outstanding credits / unassigned payments? At the moment, we can only see outstanding credits by opening an unpaid invoice for the customer and for some reason, payments received from the customer at the POS also appear as unassigned payments.

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Asked: 10/24/16, 6:45 PM
Seen: 327 times
Last updated: 10/25/16, 1:30 AM