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  • Opening Keynote - Unveiling Odoo 14
    Fabien Pinckaers
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    Fabien Pinckaers
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    Joël Grand-Guillaume
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    Cecilie Barreto
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  • SYNCHRONIZATION: The Supply Chain response to overcome the Crisis
    Julio Fiallos
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    David Inbar
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    Stephan Keller
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  • Preventing user mistakes by using machine learning
    Faisal Basar
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Managing Finance Charges in Odoo
Functional Demo Community Odoo Enterprise
Location: Studio 6 - 10/1/20, 9:00 PM - 10/1/20, 9:30 PM (Europe/Brussels) (30 minutes)
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Managing Finance Charges in Odoo
Colby Johnson
Business Analyst at Sodexis, Inc.
Colby Johnson
Business Analyst at Sodexis, Inc.

Colby has 3 years of experience with Odoo, both as a front-end user at a company who utilized Odoo as their ERP solution and as a business analyst for an Odoo partner at Sodexis. Having led an Odoo implementation as a customer as well as the implementation of another ERP system, gave him valuable real-life experience to understand everything that goes into an Odoo implementation from the user perspective. Having this prior knowledge, it was a natural choice to go work with an Odoo partner at Sodexis to help other companies see the value of Odoo.


Payment terms are an agreement between your business and your customer to ensure your company can manage liquidity and maintain positive cash flow. In order to encourage customers to pay on time, many businesses implement fees when payment terms are not met. Our finance charges module (Odoo 13 Enterprise) allows any business to easily implement a process to manage late fees in Odoo.

In this presentation, we will review the configuration and demonstrate the abilities of the app and how it can be used to help your business manage finance charges in Odoo. The presenter will also do a full demo of all the features in version 13. The App will be available in the App Store.

Quiz

What are finance charges?
Interest on overdue customer invoices Credit card fees charged to the customer Application fees
How can you decide whether or not a customer will be considered for finance charges?
It can't be decided on Odoo The “Finance Charges” checkbox on the contact record The Customer needs to fill out an application
What are the 3 options/methods you have to create finance charges?
Create charges for a single customer, create charges for all customers, create charges for a single invoice Create charges for a single customer, create charges for products, create charges for a single invoice Create charges for a single customer, create charges for all customers, create charges for all invoices
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