account-financial-tools/account_credit_control/data.xml

<openerp>
  <data noupdate="1">
    <!--Email template -->
    <record id="email_template_credit_control_base" model="email.template">
      <field name="name">Credit Control demo mail</field>
      <field name="email_from">noreply@localhost</field>
      <field name="subject">Credit Control Invoice (${object.current_policy_level.level or 'n/a' })</field>
      <field name="email_to">${object.get_mail() or  ''}</field>
      <field name="model_id" ref="model_credit_control_communication"/>
      <field name="auto_delete" eval="True"/>
      <field name="body_html"><![CDATA[
      <%page args="object, mode" />
      %if mode != 'pdf':
      <!-- your css here -->
      <style type="text/css">
      </style>
      %endif
      <div>

      <p>Dear ${object.partner_id.name  or ''},</p>

      <pre class="custom_text">${object.current_policy_level.level.custom_text}</pre>

      <table style="border: 1px solid" width="100%">
      <caption><b>Summary</b></caption>
      <tr>
        <th>date due</th>
         <th>Amount due</th>
         <th>Amount balance</th>
         <th>Invoice number</th>
      </tr>
%for line in object.credit_lines:
      <tr>
        <td>${line.date_due}</td>
        <td>${line.amount_due}</td>
        <td>${line.balance_due}</td>
      %if line.invoice_id:
          <td>${line.invoice_id.number}</td>
      %else:
          <td>n/a</td>
      %endif
%endfor
      </table>
      <br/>
      <br/>

     <p> If you have any question, do not hesitate to contact us.</p>


      <p>Thank you for choosing ${object.company_id.name}! </p>

      -- more info here --
      <p>${object.user_id.name} ${object.user_id.user_email and '<%s>'%(object.user_id.user_email) or ''}<br/>
      ${object.company_id.name}<br/>
      % if object.company_id.street:
      ${object.company_id.street or ''}<br/>

      % endif

      % if object.company_id.street2:
      ${object.company_id.street2}<br/>
      % endif
      % if object.company_id.city or object.company_id.zip:
      ${object.company_id.zip or ''} ${object.company_id.city or ''}<br/>
      % endif
      % if object.company_id.country_id:
      ${object.company_id.state_id and ('%s, ' % object.company_id.state_id.name) or ''} ${object.company_id.country_id.name or ''}<br/>
      % endif
      % if object.company_id.phone:
      Phone: ${object.company_id.phone}<br/>
      % endif
      % if object.company_id.website:
      ${object.company_id.website or ''}<br/>
      % endif
      ]]></field>
    </record>

    <!-- policy no follow -->
    <record model="credit.control.policy"
            id="credit_control_no_follow">
      <field name="name">No follow</field>
      <field name="do_nothing" eval="1"/>
    </record>

    <!-- policy 1 -->
    <record model="credit.control.policy"
            id="credit_control_3_time">
      <field name="name">3 time policy</field>
    </record>

    <record model="credit.control.policy.level"
            id="3_time_1">
      <field name="name">10 days net</field>
      <field name="level" eval="1"/>
      <field name="computation_mode">net_days</field>
      <field name="delay_days" eval="10"/>
      <field name="mail_template_id" ref="email_template_credit_control_base"/>
      <field name="policy_id" ref="credit_control_3_time"/>
      <field name="canal">mail</field>
      <field name="custom_text">Replace this text in level by your message</field>
    </record>

    <record model="credit.control.policy.level"
            id="3_time_2">
      <field name="name">30 days end of month</field>
      <field name="level" eval="2"/>
      <field name="computation_mode">end_of_month</field>
      <field name="delay_days" eval="30"/>
      <field name="mail_template_id" ref="email_template_credit_control_base"/>
      <field name="policy_id" ref="credit_control_3_time"/>
      <field name="canal">mail</field>
      <field name="custom_text">Replace this text in level by your message</field>
    </record>

    <record model="credit.control.policy.level"
            id="3_time_3">
      <field name="name">10 days last reminder</field>
      <field name="level" eval="3"/>
      <field name="computation_mode">previous_date</field>
      <field name="delay_days" eval="10"/>
      <field name="mail_template_id" ref="email_template_credit_control_base"/>
      <field name="policy_id" ref="credit_control_3_time"/>
      <field name="canal">manual</field>
      <field name="custom_text">Replace this text in level by your message</field>
    </record>

    <!-- policy 2 -->
    <record model="credit.control.policy"
            id="credit_control_2_time">
      <field name="name">2 time policy</field>
    </record>

    <record model="credit.control.policy.level"
            id="2_time_1">
      <field name="name">30 days end of month</field>
      <field name="level" eval="1"/>
      <field name="computation_mode">end_of_month</field>
      <field name="delay_days" eval="30"/>
      <field name="mail_template_id" ref="email_template_credit_control_base"/>
      <field name="policy_id" ref="credit_control_2_time"/>
      <field name="canal">mail</field>
      <field name="custom_text">Replace this text in level by your message</field>
    </record>

    <record model="credit.control.policy.level"
            id="2_time_2">
      <field name="name">60 days last reminder</field>
      <field name="level" eval="2"/>
      <field name="computation_mode">previous_date</field>
      <field name="delay_days" eval="60"/>
      <field name="mail_template_id" ref="email_template_credit_control_base"/>
      <field name="policy_id" ref="credit_control_2_time"/>
      <field name="canal">manual</field>
      <field name="custom_text">Replace this text in level by your message</field>
    </record>

    <record id="group_account_credit_control_manager" model="res.groups">
        <field name="name">Credit Control Manager</field>
        <field name="category_id" ref="base.module_category_accounting_and_finance"/>
    </record>

    <record id="group_account_credit_control_user" model="res.groups" context="{'noadmin':True}">
        <field name="name">Credit Control User</field>
        <field name="category_id" ref="base.module_category_accounting_and_finance"/>
    </record>

    <record id="group_account_credit_control_info" model="res.groups" context="{'noadmin':True}">
        <field name="name">Credit Control Info</field>
        <field name="category_id" ref="base.module_category_accounting_and_finance"/>
    </record>

  </data>
</openerp>