===========================
Partner Payment Return Risk
===========================
..
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:alt: License: AGPL-3
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:target: https://github.com/OCA/credit-control/tree/17.0/account_payment_return_financial_risk
:alt: OCA/credit-control
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Extends Account Financial Risk to manage payments returns.
If any limit is exceed the partner gets forbidden to confirm sale
orders.
**Table of contents**
.. contents::
:local:
Configuration
=============
Refer to the module 'account_financial_risk' configuration for the
initial steps
Usage
=====
To use this module, you need to:
1. Go to *Customers > Financial Risk*
2. Set limits and choose options to compute in credit limit.
3. Create an invoice and pay it.
4. Create a payment return.
5. Go to *Invoicing/Accounting > Customers > Invoices* and create new
customer invoices.
6. Test the restriction trying to create an invoice for the partner for
an amount higher of the limit you have set.
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_payment_return_financial_risk%0Aversion:%2017.0%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
-------
* Tecnativa
Contributors
------------
- `Tecnativa <https://www.tecnativa.com>`__:
- Carlos Dauden
- Ernesto Tejeda
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/17.0/account_payment_return_financial_risk>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": "===========================\nPartner Payment Return Risk\n===========================\n\n.. \n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! source digest: sha256:4674b30b3b060e887890285691d438017ab9e5a4cdc551ef9b3149a16ff4a081\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png\n :target: https://odoo-community.org/page/development-status\n :alt: Beta\n.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png\n :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n :alt: License: AGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcredit--control-lightgray.png?logo=github\n :target: https://github.com/OCA/credit-control/tree/17.0/account_payment_return_financial_risk\n :alt: OCA/credit-control\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/credit-control-17-0/credit-control-17-0-account_payment_return_financial_risk\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png\n :target: https://runboat.odoo-community.org/builds?repo=OCA/credit-control&target_branch=17.0\n :alt: Try me on Runboat\n\n|badge1| |badge2| |badge3| |badge4| |badge5|\n\nExtends Account Financial Risk to manage payments returns.\n\nIf any limit is exceed the partner gets forbidden to confirm sale\norders.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nConfiguration\n=============\n\nRefer to the module 'account_financial_risk' configuration for the\ninitial steps\n\nUsage\n=====\n\nTo use this module, you need to:\n\n1. Go to *Customers > Financial Risk*\n2. Set limits and choose options to compute in credit limit.\n3. Create an invoice and pay it.\n4. Create a payment return.\n5. Go to *Invoicing/Accounting > Customers > Invoices* and create new\n customer invoices.\n6. Test the restriction trying to create an invoice for the partner for\n an amount higher of the limit you have set.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/credit-control/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us to smash it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/credit-control/issues/new?body=module:%20account_payment_return_financial_risk%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n-------\n\n* Tecnativa\n\nContributors\n------------\n\n- `Tecnativa <https://www.tecnativa.com>`__:\n\n - Carlos Dauden\n - Ernesto Tejeda\n\nMaintainers\n-----------\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n :alt: Odoo Community Association\n :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\nThis module is part of the `OCA/credit-control <https://github.com/OCA/credit-control/tree/17.0/account_payment_return_financial_risk>`_ project on GitHub.\n\nYou are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.\n",
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