OCA/credit-control

Confirmed modules per version

Modules in the repository

• Account Credit ControlOdoo 12, 13, 14, 15, 16, 17, 18, 19
  account_credit_control

  Set up reminder policies with escalating levels to chase overdue customer invoices, generate credit control lines from unpaid receivable entries, and send letters or emails to customers.

• Account credit control attach invoicesOdoo 18
  account_credit_control_attach_invoice

  Lets you choose an invoice report that is automatically merged into the credit control summary PDF, so customers receive the reminder and the underlying invoices in one document.

• Credit control dunning feesOdoo 16, 17
  account_credit_control_dunning_fees

  Adds dunning fees to credit control lines: you can set a fixed fee amount per dunning policy level, and the fee is automatically added to the balance due shown on credit control lines and summary reports.

• Account Credit ControlOdoo 12, 18
  account_credit_control_queue_job

  Credit control emails are sent in the background as queued jobs instead of immediately, and you can group them into batches from the Accounting settings.

• Account Financial RiskOdoo 12, 13, 14, 15, 16, 17, 18, 19
  account_financial_risk

  Adds a Financial Risk page on customer records where you set credit limits and see how much credit each customer has used. Invoices that would push a customer over their limit are blocked unless a risk manager allows them.

• Overdue Invoice ReminderOdoo 12, 13, 14, 15, 16, 17, 18
  account_invoice_overdue_reminder

  Send and track overdue invoice reminders to customers by e-mail, letter or phone. Odoo proposes which customers to remind, keeps a history of every reminder and blocks reminders when configured.

• Warning on Overdue InvoicesOdoo 12, 13, 14, 16, 17, 18, 19
  account_invoice_overdue_warn

  Shows a warning banner on the customer form when the customer has overdue invoices, telling you how many and the total overdue amount, with a link to open those invoices.

• Warning on Overdue Invoices - SaleOdoo 12, 13, 14, 16, 17, 18, 19
  account_invoice_overdue_warn_sale

  Shows a warning banner on quotation and sale order forms when the invoicing partner has overdue invoices, displaying how many and the total amount still due, with a link to open those invoices.

• Partner Payment Return RiskOdoo 12, 13, 14, 15, 16, 17, 18
  account_payment_return_financial_risk

  Adds a new risk category for returned customer payments on the partner form, so you can set a limit and include returned payments in the partner's financial risk. When the limit is exceeded, the partner is blocked from confirming sale orders.

• Partner Credit Limit HistoryOdoo 13
  partner_credit_limit_history

  Track every change of a partner's credit limit with a reason, and force users to change the limit through a dedicated button instead of typing it directly.

• Partner Risk InsuranceOdoo 12, 13, 14, 15, 16, 17, 18
  partner_risk_insurance

  Lets you record credit-insurance details on customers and automatically marks their customer invoices as insured, plus print an invoice list report grouped by insured/uninsured customers and country.

• Product Sticker on Invoice Reports with Risk InsuranceOdoo 16, 18
  partner_risk_insurance_product_sticker_invoice_report

  Link product stickers to a credit policy company so that invoice reports only show the insurance company's sticker when the invoice is actually insured under that policy.

• Partner Risk Insurance SecurityOdoo 14
  partner_risk_insurance_security

  Makes credit insurance and credit policy fields on customer/vendor forms read-only unless the user belongs to the 'Full Access to Credit Insurance Fields' group.

• Sale Exception financial_riskOdoo 13
  sale_exception_financial_risk

  Adds a sale order exception rule that flags orders whose customer has financial risk messages, so sales can be blocked or warned before confirming risky orders.

• Sale Financial RiskOdoo 12, 13, 14, 15, 16, 17, 18, 19
  sale_financial_risk

  Extends partner financial risk to sales orders: it computes the un-invoiced amount of confirmed sales orders and blocks order confirmation when the customer's credit or sales-order risk limit is exceeded.

• Sale Financial Risk Confirm ActionOdoo 15
  sale_financial_risk_confirm_action

  Adds an 'Update and continue' button to the risk-exceeded warning so users can confirm a sale order despite the customer's credit risk, after applying the configured field changes.

• Sale Financial Risk InfoOdoo 13, 14, 15, 16, 17, 18, 19
  sale_financial_risk_info

  Shows the customer's credit risk consumption directly on the sales order form, with a warning colour when the risk percentage reaches the configured threshold.

• Sale Payment Sheet Financial RiskOdoo 13, 15, 16, 18
  sale_payment_sheet_financial_risk

  Adds a new risk amount on partners for payments collected on sale payment sheets that are still pending. You can deduct these pending amounts from the partner's financial risk and see them grouped by risk field.

• Partner Stock RiskOdoo 12, 13, 14, 16, 18
  stock_financial_risk

  Blocks outgoing stock transfers to customers whose financial risk limit is exceeded, showing a warning wizard before confirming, reserving or validating the transfer.

• Website Sale Financial RiskOdoo 16, 18
  website_sale_financial_risk

  Adds an 'On Credit' payment option to your website checkout. Customers with enough remaining credit can confirm their order without paying immediately.