Credit Guard

The Credit Guard module for Dolibarr is designed to protect your business from the risks associated with customers with overdue payments or purchases from suppliers with outstanding balances. By using predefined credit limits, Credit Guard ensures that no transaction exceeds safe thresholds, giving you full control over outstanding balances and cash flow management.

Thanks to an intuitive interface integrated into Dolibarr, Credit Guard automatically monitors outstanding payments whenever you create, validate, or modify proposals, orders, invoices, shipments, interventions, contracts, or projects, immediately alerting you if limits are exceeded.

Key Features

Transaction Blocking
Prevents the creation, modification, or validation of proposals, orders, invoices, supplier orders, and supplier invoices if outstanding payments exceed the defined limit.

Prevention Across Elements
Also blocks the creation of shipments, tickets, interventions, contracts, and projects when limits are exceeded, ensuring secure transactions at all times.

Credit Limit Management
Uses the limit defined in the customer or supplier record; default limits can be configured for all customers or suppliers.

Status Visualization
Clearly displays the blocking status on the third-party card and in the partner list, allowing users to make informed decisions.

Configurable User Rights
Administrators can decide whether users can modify credit limits or only receive warnings without blocking; the blocking mode can be set to “Error” or “Warning.”

Partner & Supplier Protection
Ensures that sales to customers and purchases from suppliers always respect predefined credit limits.

Use Cases

✔ Protect your business from risky customers with overdue payments
✔ Prevent supplier transactions exceeding allowed credit limits
✔ Ensure all sales, purchases, and project operations remain within safe financial thresholds
✔ Maintain visibility and traceability of credit balances for all partners
✔ Seamlessly integrate with Dolibarr workflows for proposals, orders, invoices, contracts, etc.

Security and Control

• Full control over outstanding balances and credit exposure
  

• Alerts and blocking mechanisms configurable per user and per partner
  

• Clear visibility of credit status for every customer and supplier
  

• No impact on underlying accounting or transactional data
  

With Credit Guard, strengthen the management of receivables and payables in Dolibarr, protect your cash flow, and ensure proactive control over customer and supplier risks. The strategic choice for secure and reliable financial management.

Demonstration:

Credit Guard

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