Customer Risk Management
83,49 € incl. VAT
Displays an alert and blocks invoice validation when a customer has exceeded the outstanding balance limit (outstanding_limit). Allows you to monitor each customer’s risk with alerts and blocking for invoices, orders, or quotes.
Platform compatibility
Versión Min.: – Versión Max.:
Versión PHP Min.: – Versión PHP Max.:
Supported languages::
Note: All our modules come with 6 months of completely free support.
How it works
When viewing an invoice: If the customer already exceeds the limit, a yellow warning banner appears.
When validating an invoice: If validating that invoice would cause the limit to be exceeded, the action is canceled and a red error message appears. The invoice remains as a draft.
Installation
- Copy the riesgocliente/ folder into htdocs/custom/ of your Dolibarr installation.
- Go to Setup > Modules/Applications > Tools.
- Enable the “Customer Risk Control” module.
Setting the limit on the customer
- Open the customer card in Third Parties > Customers.
- Edit and look for the field “Maximum amount for outstanding invoices” (outstanding_limit).
- Enter the limit (e.g., 5000 for €5,000) and save.