Metadata-Version: 2.1
Name: odoo-addon-account-credit-control
Version: 16.0.1.1.0.1
Summary: Account Credit Control
Home-page: https://github.com/OCA/credit-control
Author: Camptocamp,Odoo Community Association (OCA),Okia,Access Bookings,Tecnativa,ACSONE SA/NV
Author-email: support@odoo-community.org
License: AGPL-3
Platform: UNKNOWN
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 16.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Requires-Python: >=3.10
Requires-Dist: odoo <16.1dev,>=16.0a

======================
Account Credit Control
======================

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Account Credit Control module is a part of Financial Tools used in business to
ensure that once sales are made they are realised as cash. This module helps to
identify outstanding debt beyond tolerance level and setup followup method.

**Table of contents**

.. contents::
   :local:

Configuration
=============

Configure the policies and policy levels in ``Invoicing  > Configuration >
Credit Control > Credit Control Policies``.
You can define as many policy levels as you need. You must set on which
accounts are applied every Credit Control Policy under Accounts tab.

Configure a tolerance for the Credit control and a default policy
applied on all partners in each company, under the General Information tab in your
company form.

You are able to specify a particular policy for one partner or one invoice.

Usage
=====

Menu entries are located in *Invoicing > Credit Control*.

Create a new "run" in the *Credit Control Run* menu with the controlling date.
Then, use the *Compute Credit Lines* button. All the credit control lines will
be generated. You can find them in the *Credit Control Lines* menu.

On each generated line, you have many choices:

* Send a email
* Print a letter
* Change the state (so you can ignore or reopen lines)
* Mark a line as Manually Overridden. The line will get the ignored state when
  a second credit control run is done.
* Mark one line as Manual followup will also mark all the lines of the
  partner. The partner will be visible in "Do Manual Follow-ups".

Once your lines are properly set up, go back to the "run" and click on
*Run channel action* to massively generate and queue communication emails or
letters for all linked lines.

Then, use the *Communications* smart button to see all email communication
processes that have been created and follow them.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/credit-control/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/credit-control/issues/new?body=module:%20account_credit_control%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
~~~~~~~

* Camptocamp
* Okia
* Access Bookings
* Tecnativa
* ACSONE SA/NV

Contributors
~~~~~~~~~~~~

* Nicolas Bessi (Camptocamp)
* Guewen Baconnier (Camptocamp)
* Sylvain Van Hoof (Okia SPRL) <sylvain@okia.be>
* Akim Juillerat (Camptocamp) <akim.juillerat@camptocamp.com>
* Kinner Vachhani (Access Bookings Ltd) <kin.vachhani@gmail.com>
* Raf Ven <raf.ven@dynapps.be>
* Quentin Groulard (ACSONE) <quentin.groulard@acsone.eu>
* `Tecnativa <https://www.tecnativa.com>`_:

  * Vicent Cubells
  * Manuel Calero
  * Ernesto Tejeda
  * Pedro M. Baeza
  * Jairo Llopis
  * João Marques
  * César A. Sánchez
  * Víctor Martínez

* Enric Tobella <etobella@creublanca.es>
* Naglis Jonaitis (Versada UAB) <naglis@versada.eu>
* Andrea Stirpe <a.stirpe@onestein.nl>

Maintainers
~~~~~~~~~~~

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

This module is part of the `OCA/credit-control <https://github.com/OCA/credit-control/tree/16.0/account_credit_control>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.


