Credit
Lynx Credit Management
Credit note management with refundable vs promotional credits
lynx_credit_management
· v19.0.2.2.0
· Premium
What this solves
Lynx Credit Management
Distinguishes refundable customer credit from promotional company credit so finance stops paying real cash for marketing giveaways.
Stock Odoo treats every credit note the same — money the company owes back. That's wrong when the credit was a promo, a trial extension, or a loyalty reward: those should top up the next invoice but never trigger a refund cheque. Lynx Credit Management splits credit notes into Refundable (customer-paid) and Promotional (company-issued) types, tags each with an origin (overpayment, billing error, service issue, promo, trial, loyalty, contract bonus, goodwill), and adds a refund guard that blocks refunding promo credit. Credits auto-apply to the next invoice based on per-partner preference, promo credit expires on a configurable date via nightly cron, and partners get a dashboard showing available / refundable / promotional balances so support reps stop guessing.
Key Features
Two credit types — credit_type on account.move separates Refundable (customer money) from Promotional (company credit); each carries a credit_origin tag for reporting.
Auto-application API — lynx.credit.manager.apply_credits_to_invoice reconciles available credits against a target invoice, respecting the partner's preference and the global default.
Per-partner preference — res.partner.use_credits_on_invoice picks default / yes / no so VIP accounts can opt out of auto-application without losing the credit balance.
Promotional credit expiry — credit_expiry_date with a nightly cron (cron_expire_promotional_credits) writes off lapsed promo credit so the partner balance stays accurate.
Refund guard — refunding a credit note checks credit_type and blocks the refund if the credit is promotional, preventing accidental cash payouts on marketing giveaways.
Partner credit dashboard — available_credit_amount, refundable_credit_amount, and promotional_credit_amount are computed fields on res.partner for at-a-glance balances.
Integrates With
account — extends account.move with credit-type metadata.
lynx_sale_subscription — consumes apply_credits_to_invoice during renewal so credits land on the next subscription bill.
Depends on
Try Lynx Credit Management on your team.
Free trial, no credit card. Talk to sales when you're ready.