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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html :alt: License: AGPL-3 ============== Credit Control ============== Installation ============ Just install it Configuration ============= * Configure the policies and policy levels in **Accounting > Configuration > Credit Control > Credit Control Policies**. You can define as many policy levels as you need. * You must add in every policy, to which account or accounts this policy is applied. To do, you must go to "Accounts" tab in policy form. * Configure a tolerance for the Credit control and a default policy applied on all partners in each company, under the Accounting tab. * You are able to specify a particular policy for one partner or one invoice. Usage ===== Menu entries are located in ``Accounting > Adviser > 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) .. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas :alt: Try me on Runbot :target: https://runbot.odoo-community.org/runbot/92/9.0 Bug Tracker =========== Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-tools/issues>`_. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smash it by providing detailed and welcomed feedback. Credits ======= Images ------ * Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_. Contributors ------------ * Nicolas Bessi (Camptocamp) * Guewen Baconnier (Camptocamp) * Sylvain Van Hoof (Okia SPRL) <sylvain@okia.be> * Akim Juillerat (Camptocamp <akim.juillerat@camptocamp.com> * Vicent Cubells <vicent.cubells@tecnativa.com> Maintainer ---------- .. image:: https://odoo-community.org/logo.png :alt: Odoo Community Association :target: https://odoo-community.org This module is maintained by the OCA. 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. To contribute to this module, please visit https://odoo-community.org.