Adds a new page in partner to manage its Financial Risk. (Only visible for User or Manager Financial Risk groups)
If any limit is exceeded, you won't be able to confirm any of its invoices unless you are authorized (Financial Risk Manager group). You can click in risk amount to view amount origin.
When a non-zero credit limit is set, the last modification date is saved and displayed next to the credit limit.
Optionally, the credit information can be shown in the portal view for the customer, if configured accordingly.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Adds a Financial Risk page on customer records where you set credit limits and see how much credit each customer has used. Invoices that would push a customer over their limit are blocked unless a risk manager allows them.
This module gives each customer a Financial Risk page (visible only to the Financial Risk User and Manager groups) where you define how much credit they may use and see what they have already consumed.
- You can include or exclude five risk blocks: draft invoices, open invoices, unpaid invoices, other open amounts and other unpaid amounts, each with its own limit.
- A general credit limit can be set, with a choice of currency (company, receivable, pricelist or manual). The date of the last credit limit change is stored and shown.
- Totals such as Total Risk, Risk Over Limit, Risk Remaining (value and percentage) are computed automatically. Clicking a risk amount opens a pivot view of the underlying journal items.
When you confirm a customer invoice, Odoo checks the limits. If the customer is over risk, a warning wizard appears and only a Financial Risk Manager can continue. In Accounting settings you can set a maturity margin (days after due date before an invoice counts as unpaid), allow invoice validation over the risk, and enable showing credit information to customers in the portal.
Depends on
Required by other modules
Models and fields (6)
- res.company · extends an existing modelinvoice_unpaid_margin (Maturity Margin), allow_overrisk_invoice_validation (Allow invoice validation over the risk)
- res.partner · extends an existing modelrisk_total (Total Risk), credit_limit, credit_policy, move_line_ids (Account Moves), risk_exception, credit_currency, risk_allow_edit, risk_currency_id, date_credit_limit (Last Credit Limit Date), risk_invoice_open (Total Open Invoices/Principal Balance), risk_invoice_draft (Total Draft Invoices), risk_account_amount (Total Other Account Open Amount), risk_invoice_unpaid (Total Unpaid Invoices/Principal Balance), risk_amount_exceeded (Risk Over Limit), risk_remaining_value (Risk Remaining (Value)), risk_invoice_open_limit (Limit In Open Invoices/Principal Balance), risk_invoice_draft_limit (Limit In Draft Invoices), manual_credit_currency_id (Manual Credit Currency), risk_account_amount_limit (Limit Other Account Open Amount), risk_invoice_open_include (Include Open Invoices/Principal Balance), risk_invoice_unpaid_limit (Limit In Unpaid Invoices/Principal Balance), risk_remaining_percentage (Risk Remaining (Percentage)), risk_account_amount_unpaid (Total Other Account Unpaid Amount), risk_invoice_draft_include (Include Draft Invoices), risk_account_amount_include (Include Other Account Open Amount), risk_invoice_unpaid_include (Include Unpaid Invoices/Principal Balance), show_financial_risk_in_portal (Show credit information in portal), risk_account_amount_unpaid_limit (Limit Other Account Unpaid Amount), portal_show_financial_risk_visible, risk_account_amount_unpaid_include (Include Other Account Unpaid Amount)
- account.move · extends an existing modelrisk_currency_id, risk_amount_total_currency (Risk Amount Total)
- res.config.settings · extends an existing modelinvoice_unpaid_margin, portal_show_financial_risk (Show credit information in portal), allow_overrisk_invoice_validation
- validate.account.move · extends an existing model
- partner.risk.exceeded.wiz · new modelpartner_id (Customer), exception_msg, continue_method, origin_reference (Object)
Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. The module is very large and only part of the code was read. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 8 confirmed, 1 with no information of 9 versions.
Sources · Odoo 19.0
Confirmed on 2026-11-03 in branch 19.0 of OCA/credit-control.
terminal Installation and usage
OCA documentation · Odoo 19.0Configuration
Source · Odoo 19.0To configure this module, you need to:
- Go to User and set group User or Manager Financial Risk
- Go to Invoicing/Accounting \> Configuration \> Settings \> Accounting
- In the Customer Payments section, fill Maturity Margin for setting the number of days to last after the due date to consider an invoice as unpaid.
(Optional) To display credit information in the customer portal, go to Invoicing > Configuration > Settings > Financial Risk and activate Show credit information in portal.
Credit information can be displayed on the portal if it is enabled globally, and can be disabled individually for certain contacts.
Usage
Source · Odoo 19.0To use this module, you need to:
- Go to Invoicing/Accounting \> Customers \> Customers.
- Select an existing customer or create a new one.
- Open the Financial Risk tab.
- Set limits and choose options to compute in credit limit.
- Go to Invoicing/Accounting \> Customers \> Invoices and create new customer invoices.
- Test the restriction trying to create an invoice for the partner for an amount higher of the limit you have set.
- Return to Customer Financial Risk tab and click in amount to view origin.
No verified information in OCA: Installation.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.