.. image:: https://odoo-community.org/readme-banner-image
:target: https://odoo-community.org/get-involved?utm_source=readme
:alt: Odoo Community Association
======================================
Account credit control attach invoices
======================================
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:alt: License: AGPL-3
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:target: https://github.com/OCA/credit-control/tree/18.0/account_credit_control_attach_invoice
:alt: OCA/credit-control
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This module enhances the Odoo Credit Control process by allowing users
to automatically attach detailed customer invoice reports to each credit
control summary. When printing or sending a credit control summary
(reminder) to a customer, the selected invoice report is merged into the
same PDF document, providing a complete overview of outstanding credits
and the underlying invoices in a single file.
**Table of contents**
.. contents::
:local:
Configuration
=============
Configuration Steps
-------------------
1. **Dependencies**: Ensure that the ``account_credit_control`` module
is installed and configured in your Odoo database.
2. **Module Installation**: Install this module
(``account_credit_control_attach_invoice``) via the Apps menu.
3. **Configure Report to Attach**:
- Go to the Accounting\\Invoicing app.
- Open the Configuration settings.
- In the Credit Control section, locate the "Report to attach" field.
- Select the invoice report you want to merge with credit control
summaries (e.g., Customer Invoice, Invoice with Payments, etc.).
- Save your settings.
Usage
=====
1. Create or select a Credit Control Run from the *Credit Control Run*
menu in the Accounting\\Invoicing app.
2. Use the *Compute Credit Lines* button to generate credit control
lines for overdue invoices.
3. Review the generated credit control lines. Each line represents an
invoice or receivable to follow up.
4. When ready to communicate with customers, print or send the Credit
Control Summary report from the run.
5. The system will automatically merge the selected invoice report (as
configured) into the credit control summary PDF for each customer, so
recipients receive both the summary and detailed invoices in one
document.
6. Download, print, or send the combined report as needed.
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_credit_control_attach_invoice%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
-------
* Camptocamp
Contributors
------------
- Telmo Santos <telmo.santos@camptocamp.com>
- Victor Vermot-Petit-Outhenin <victorvermot@gmail.com>
- Khoi (Kien Kim) <khoikk@trobz.com>
Other credits
-------------
The migration of this module from 17.0 to 18.0 was financially supported
by:
- Camptocamp
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.
This module is part of the `OCA/credit-control <https://github.com/OCA/credit-control/tree/18.0/account_credit_control_attach_invoice>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": ".. image:: https://odoo-community.org/readme-banner-image\n :target: https://odoo-community.org/get-involved?utm_source=readme\n :alt: Odoo Community Association\n\n======================================\nAccount credit control attach invoices\n======================================\n\n.. \n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! 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When printing or sending a credit control summary\n(reminder) to a customer, the selected invoice report is merged into the\nsame PDF document, providing a complete overview of outstanding credits\nand the underlying invoices in a single file.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nConfiguration\n=============\n\nConfiguration Steps\n-------------------\n\n1. **Dependencies**: Ensure that the ``account_credit_control`` module\n is installed and configured in your Odoo database.\n2. **Module Installation**: Install this module\n (``account_credit_control_attach_invoice``) via the Apps menu.\n3. **Configure Report to Attach**:\n\n - Go to the Accounting\\\\Invoicing app.\n - Open the Configuration settings.\n - In the Credit Control section, locate the \"Report to attach\" field.\n - Select the invoice report you want to merge with credit control\n summaries (e.g., Customer Invoice, Invoice with Payments, etc.).\n - Save your settings.\n\nUsage\n=====\n\n1. 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