Extends Partner Financial Risk to manage POS orders.
If POS order exceeds partner credit limit POS only non restricted payment methods will remain available.
Payment method availability can be specified both system wide and for a particular POS.
If no restrictions are specified for a POS global ones will be applied.
auto_awesome What this module does
AI-generated from the code · Odoo 16.0In the Point of Sale, when a customer has reached their credit limit, payment methods marked as credit-limit restricted are blocked and shown as unavailable, so cashiers can only use allowed payment methods.
This module connects the Point of Sale with the partner financial risk feature. It lets you mark individual POS payment methods as restricted when a customer has reached their credit limit. You can set this flag on each payment method, and also choose a specific list of restricted payment methods for each Point of Sale configuration. If no specific list is set for a POS, the global list from the settings is used.
During a POS session, when a cashier selects a customer, the system checks the customer's remaining credit and whether they are in a risk exception. If the order total exceeds the remaining credit (or the customer is in exception), the restricted payment methods are hidden from the normal payment buttons and displayed in a separate blocked section labelled "Blocked due to credit limit reached". The customer button also shows the remaining credit and turns red when the limit is exceeded.
The module adds a "Credit Limit Restricted" checkbox on payment methods and a related field in the Point of Sale settings. It works with pos.config, pos.payment.method, res.config.settings and pos.session to load the restriction information into the POS interface.
Depends on
Models and fields (3)
- pos.config · extends an existing modelpayment_credit_limit_restricted_ids (Credit Limit Restricted)
- pos.payment.method · extends an existing modelcredit_limit_restricted
- res.config.settings · extends an existing modelpos_payment_credit_limit_restricted_ids
Text generated by AI (DeepSeek) from reading the Odoo 16.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 1 confirmed, 8 with no information of 9 versions.
Sources · Odoo 16.0
Confirmed on 2026-11-03 in branch 16.0 of OCA/pos.
terminal Installation and usage
OCA documentation · Odoo 16.0Configuration
Source · Odoo 16.0To restrict a payment method for all POS:
Go to Post of Sale/Configuration/Payment Methods and select a payment method.
Enable Credit Limit Restricted to restrict usage of this payment method if credit limit threshold is overrun.
To specify restriction for a selected POS:
Go to Settings/Point of Sale select a POS and scroll down to the Payment section.
Add payment methods to the Credit Limit Restricted field.
Usage
Source · Odoo 16.0To use this module, you need to:
Go to Customers > Financial Risk
Set limits and choose options to compute in credit limit.
Go to POS -> Open POS and create a new order.
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.