Metadata-Version: 2.1
Name: odoo-addon-account_invoice_overdue_reminder
Version: 18.0.1.3.0.4
Requires-Python: >=3.10
Requires-Dist: odoo==18.0.*
Summary: Simple mail/letter/phone overdue customer invoice reminder
Home-page: https://github.com/OCA/credit-control
License: AGPL-3
Author: Akretion,Odoo Community Association (OCA)
Author-email: support@odoo-community.org
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 18.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Description-Content-Type: text/x-rst

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========================
Overdue Invoice Reminder
========================

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This Odoo module is designed to send overdue invoice reminders to
customers. It handles reminders by e-mail, letter and phone.

This module is an alternative to the OCA module
*account_credit_control*. Why another module for invoice reminders ?
Because the module *account_credit_control* is quite complex (we
experienced that some users find it too complex and eventually stop
using it) and its interface is designed to send massive volume of
reminders.

This module has been designed from the start with the following
priorities:

- **keep control**: you must keep tight control on the overdue invoice
  reminders that you send. Overdue invoice reminders are part of the
  communication with your customers, and this is very important to keep
  a good relation with your customers.
- **usability**: the module is easy to configure and easy to use.
- **no accounting skills needed**: the module can be used by users
  without accounting skills. It can even be used by salesman!
- **multi-currency**: if you invoice your customer in another currency
  that your company currency, the invoice reminders only mention the
  currency of the invoices. And if you invoice a customer with different
  currencies, the reminder is clear and easy-to-understand by your
  customer, with a total residual per currency.
- **multi-channel**: supports overdue invoice reminders by e-mail
  (default), phone and letter.
- **simplicity**: for the developers, the code is small and easy to
  understand.

The specifications written before starting the development of this
module are written in this
`document <https://docs.google.com/document/d/1JIIAP5QsItbJ1zLiaGHuR0RAQplEGv3diOl-d4mS__I/edit?usp=sharing>`__
(in French).

The module has one important limitation: it sends a reminder for an
invoice when it has past it's *Due Date* (which is in fact the *Final
Due Date*): if the invoice has a payment term with several lines, it
won't send a reminder before the last term is overdue.

An overdue reminder for a customer always include all the overdue
invoices of that customer.

The module supports a clever per-invoice reminder counter mechanism:

- the reminder counter is a property of an invoice,
- the reminder counter of each overdue invoice is incremented when
  sending a reminder by email or by post. It is not incremented for
  reminders by phone.
- in an email or a letter, the subject will be *Overdue invoice reminder
  n°N* where N is the maximum value of the counter of the overdue
  invoices plus one.

There are two user interfaces to send reminders:

- the **one-by-one** interface, which displays one screen for each
  customer that has overdue invoices, one after the other. You should
  use this interface when you have a reasonable volume of reminders to
  send (less than 100 overdue reminders for example). It gives you a
  tight control on the reminders and the possibility to easily and
  rapidly customize the reminder e-mails.
- the **mass** interface, which displays a list view of all customers
  that have overdue invoices, and you can process several reminders at
  the same time (via the *Actions* menu).

This video tutorial in English will show you how to configure and use
the module: `Youtube
link <https://www.youtube.com/watch?v=MaOoVAi7Tc0>`__.

**Table of contents**

.. contents::
   :local:

Usage
=====

Of course, before sending invoice reminders, you must import your bank
statements and process them, so that you are up-to-date on customer
payments.

Then, go to the menu *Invoicing > Customers > Overdue Invoice Remind*:
you will get the start screen where you can:

- filter the customers that you want to remind (filter by customer or by
  salesman),
- check that your bank journals are up-to-date,
- choose between the *one-by-one* and *mass* interfaces,
- customize some parameters.

Then follow the process until the end.

You can also start the invoice reminder wizard via the button *Overdue
Reminder* on an overdue invoice.

Changelog
=========

16.0.1.2.0 (2023-12-11)
-----------------------

**Features**

- Credit notes have been added to the e-mail summary that are sent to
  the customer. They are marked in a different colour.

  Furthermore, the button toggle to allow to send a reminder with
  unreconciled payments has been removed. The warning remains.
  (`#226 <https://github.com/OCA/credit-control/issues/226>`__)

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/credit-control/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/credit-control/issues/new?body=module:%20account_invoice_overdue_reminder%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Akretion

Contributors
------------

- Alexis de Lattre <alexis.delattre@akretion.com>

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

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.

.. |maintainer-alexis-via| image:: https://github.com/alexis-via.png?size=40px
    :target: https://github.com/alexis-via
    :alt: alexis-via

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-alexis-via| 

This module is part of the `OCA/credit-control <https://github.com/OCA/credit-control/tree/18.0/account_invoice_overdue_reminder>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
