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
Diese Frage wurde gekennzeichnet
2
Antworten
3282
Ansichten
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.
Diskutieren Sie gerne? Treten Sie bei, statt nur zu lesen!
Erstellen Sie heute ein Konto, um exklusive Funktionen zu nutzen und mit unserer tollen Community zu interagieren!
Registrieren| Verknüpfte Beiträge | Antworten | Ansichten | Aktivität | |
|---|---|---|---|---|
|
4
Juni 26
|
6642 | ||
|
2
Mai 26
|
714 | ||
|
1
Feb. 26
|
1867 | ||
|
2
Jan. 26
|
1974 | ||
|
2
Okt. 25
|
2141 |
