This module adds a new tab in the partner form to introduce risk insurance information.
Table of contents
Usage
To use this module you need to:
Go to Sales > Customer > Create.
Go to Credit Insurance tab if you are at least an Account User.
- Set insurance risk options creating at least a Credit Policy (with Insure
invoices set) and Credit Company and set them in the customer.
Create an Inovoice with the customer that has the insurance risk options set.
Credit Policy will be set in the invoice.
You can activate or deactivate the Credit Policy if the customer is allowed to have a credit policy.
You can filter Out Invoices by Credit Policy in the list view.
Bug Tracker
Bugs are tracked on GitHub 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.
Do not contact contributors directly about support or help with technical issues.
Credits
Contributors
Daniel Campos <danielcampos@avanzosc.es>
Omar Castiñeira <omar@comunitea.com>
-
Sergio Teruel
Alexandre Díaz
Carlos Roca
Stefan Ungureanu
-
Fernando La Chica <fernandolachica@gmail.com>
Eduardo de Miguel (Moduon)
Rafael Blasco (Moduon)
Jairo Llopis (Moduon)
Maintainers
This module is maintained by the OCA.
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.
Current maintainers:
This module is part of the OCA/credit-control project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
1 maintainer
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