Metadata-Version: 2.1
Name: odoo-addon-account_credit_control
Version: 18.0.2.0.0
Requires-Python: >=3.10
Requires-Dist: odoo==18.0.*
Summary: Account Credit Control
Home-page: https://github.com/OCA/credit-control
License: AGPL-3
Author: Camptocamp,Odoo Community Association (OCA),Okia,Access Bookings,Tecnativa,ACSONE SA/NV
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Description-Content-Type: text/x-rst

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======================
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.

The 'Credit Control' followers of the linked partner will be
automatically added as followers to the credit control lines.

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:%2018.0%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
  - Carlos Lopez

- Enric Tobella <etobella@creublanca.es>
- Naglis Jonaitis (Versada UAB) <naglis@versada.eu>
- `360ERP <https://www.360erp.com>`__:

  - Andrea Stirpe
  - Kevin Khao

Maintainers
-----------

This module is maintained by the OCA.

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   :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/18.0/account_credit_control>`_ project on GitHub.

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