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https://github.com/OCA/account-financial-tools.git
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a7376bd24d
* Update translations * Relocate credit control menu * Improve partner followup info * Add manual followup
84 lines
2.4 KiB
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84 lines
2.4 KiB
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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
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:target: https://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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==============
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Credit Control
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==============
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Installation
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============
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Just install it
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Configuration
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=============
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Configure the policies and policy levels in ``Accounting > Configuration >
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Credit Control > Credit Control Policies``.
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You can define as many policy levels as you need.
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Configure a tolerance for the Credit control and a default policy
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applied on all partners in each company, under the Accounting tab.
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You are able to specify a particular policy for one partner or one invoice.
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Usage
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=====
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Menu entries are located in ``Accounting > Adviser > Credit Control``.
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Create a new "run" in the ``Credit Control Run`` menu with the controlling date.
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Then, use the ``Compute Credit Lines`` button. All the credit control lines will
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be generated. You can find them in the ``Credit Control Lines`` menu.
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On each generated line, you have many choices:
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* Send a email
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* Print a letter
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* Change the state (so you can ignore or reopen lines)
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.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
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:alt: Try me on Runbot
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:target: https://runbot.odoo-community.org/runbot/92/10.0
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues
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<https://github.com/OCA/account-financial-tools/issues>`_. In case of trouble, please
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check there if your issue has already been reported. If you spotted it first,
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help us smash it by providing detailed and welcomed feedback.
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Credits
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=======
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Images
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------
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* Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_.
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Contributors
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------------
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* Nicolas Bessi (Camptocamp)
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* Guewen Baconnier (Camptocamp)
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* Sylvain Van Hoof (Okia SPRL) <sylvain@okia.be>
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* Akim Juillerat (Camptocamp) <akim.juillerat@camptocamp.com>
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* Vicent Cubells (Tecnativa) <vicent.cubells@tecnativa.com>
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Maintainer
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----------
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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This module is maintained by the OCA.
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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To contribute to this module, please visit https://odoo-community.org.
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