Partner Risk Insurance

This module adds credit-insurance information to customers and uses it on customer invoices.

On the customer form, a new "Credit Insurance" tab (visible to invoicing users) shows the total credit limit, the insured credit limit, the remaining company credit limit (total minus insured, never below zero), the insurance coverage percentage, whether insurance was requested, the grant date, two insurance codes, a policy state and the insurance company. Changing the insured limit automatically raises the total limit if needed. Two small reference lists are added: insurance companies (linked to a company contact) and policy states, where a state can be flagged to insure invoices.

On customer invoices, an "Insured" toggle appears in the header (draft only). When the customer's policy state is flagged to insure invoices, new customer invoices are automatically marked as insured and filled with the customer's insurance company and policy. If a user ticks the toggle for a customer without such a policy, Odoo blocks it with an error message. Invoice lists get an "Insured" filter.

Under Accounting > Reporting a new menu opens a small dialog (from/to dates, only unpaid option) that prints the "Invoice Risk Insurance Report": posted customer invoices and refunds sorted into insured and uninsured customers, then by country, with subtotals per country, per group and a grand total. The report can also be launched from the invoice list.