Overdue Invoice Reminder (account_invoice_overdue_reminder)

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Repository: OCA/credit-control · module folder · Try on Runboat
Module version: 1.4.0
Category: Accounting
Folder size: 0.87 MB
License: AGPL-3
Application: No
Auto-installable: No
Website: https://github.com/OCA/credit-control
Last tracking update: 2026-08-07 08:43:06
Authors: Akretion, Odoo Community Association (OCA)
Maintainers: Akretion, Odoo Community Association (OCA)
Committers: Alexis de Lattre, Víctor Martínez, Florian da Costa, Weblate, OCA-git-bot, oca-ci, Diego Paradeda

Odoo dependencies

odoo/odoo:

- account

- base_setup

- base

- web

- onboarding

- product

- mail

- bus

- uom

- portal

- digest

Python dependencies

None

System dependencies

None

Required by

oca_all

Description

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).

Code Analysis ⓘ

Views touched (25)

XML ID	Name	Model	Type	Status
`account_invoice_overdue_reminder.report_overdue_reminder_document`	account_invoice_overdue_reminder.report_overdue_reminder_document	ir.ui.view	qweb	New
`account_invoice_overdue_reminder_form`	account.invoice.overdue.reminder.form	account.invoice.overdue.reminder	form	New
`account_invoice_overdue_reminder_norelated_form`	account.invoice.overdue.reminder.norelated.form	account.invoice.overdue.reminder	form	New
`account_invoice_overdue_reminder_norelated_tree`	account.invoice.overdue.reminder.norelated.list	account.invoice.overdue.reminder	list	New
`account_invoice_overdue_reminder_search`	account.invoice.overdue.reminder.search	account.invoice.overdue.reminder	search	New
`account_invoice_overdue_reminder_tree`	account.invoice.overdue.reminder.list	account.invoice.overdue.reminder	list	New
`overdue_reminder_action_form`	overdue.reminder.action.form	overdue.reminder.action	form	New
`overdue_reminder_action_graph`	overdue.reminder.action.graph	overdue.reminder.action	graph	New
`overdue_reminder_action_pivot`	overdue.reminder.action.pivot	overdue.reminder.action	pivot	New
`overdue_reminder_action_search`	overdue.reminder.action.search	overdue.reminder.action	search	New
`overdue_reminder_action_tree`	overdue.reminder.action.list	overdue.reminder.action	list	New
`overdue_reminder_mass_update_form`	overdue.reminder.mass.update.form	overdue.reminder.mass.update	form	New
`overdue_reminder_result_form`	overdue.reminder.result.form	overdue.reminder.result	form	New
`overdue_reminder_result_search`	overdue.reminder.result.search	overdue.reminder.result	search	New
`overdue_reminder_result_tree`	overdue.reminder.result.list	overdue.reminder.result	list	New
`overdue_reminder_start_form`	overdue.reminder.start.form	overdue.reminder.start	form	New
`overdue_reminder_step_form`	overdue.reminder.step.form	overdue.reminder.step	form	New
`overdue_reminder_step_search`	overdue.reminder.step.search	overdue.reminder.step	search	New
`overdue_reminder_step_tree`	overdue.reminder.step.list	overdue.reminder.step	list	New
`report_overdue_reminder`	report_overdue_reminder	ir.ui.view	qweb	New
`view_account_config_settings`	overdue.reminder.res.config.settings.form	res.config.settings	form	Inherits account.res_config_settings_view_form
`view_account_invoice_filter`	overdue.reminder.customer.invoice.search	account.move	search	Inherits account.view_account_invoice_filter
`view_invoice_tree`		account.move	tree	Inherits account.view_invoice_tree
`view_move_form`	overdue.reminder.customer.invoice.form	account.move	form	Inherits account.view_move_form
`view_partner_property_form`	overdue.reminder.res.partner.form	res.partner	form	Inherits account.view_partner_property_form

HTTP endpoints (0)

No HTTP endpoints found for this module.

Models touched (11)

New fields (14)

action_commercial_partner_id Many2one
related='action_id.commercial_partner_id' store=True
action_date Date
related='action_id.date' store=True
action_id Many2one → overdue.reminder.action
ondelete='cascade' string='Overdue Reminder Action' args: 'overdue.reminder.action'
action_mail_cc Char
readonly=True related='action_id.mail_id.email_cc' string='Cc'
action_mail_id Many2one
related='action_id.mail_id'
action_mail_state Selection
related='action_id.mail_id.state' string='E-mail Status'
action_partner_id Many2one
related='action_id.partner_id' store=True
action_reminder_type Selection
related='action_id.reminder_type' store=True
action_result_id Many2one
readonly=False related='action_id.result_id'
action_result_notes Html
readonly=False related='action_id.result_notes'
action_user_id Many2one
related='action_id.user_id'
company_id Many2one
related='invoice_id.company_id' store=True
counter Integer
readonly=True
invoice_id Many2one → account.move
ondelete='cascade' readonly=True string='Invoice' args: 'account.move'

Public methods (1)

invoice_id_check(self)
@api.constrains('invoice_id')

New fields (6)

no_overdue_reminder Boolean
string='Disable Overdue Reminder' tracking=True
overdue Boolean
compute='_compute_overdue'
overdue_remind_sent Boolean
compute='_compute_overdue_reminder_sent'
overdue_reminder_counter Integer
compute='_compute_overdue_reminder' help='This counter is not increased in case of phone reminder.' store=True string='Overdue Reminder Count'
overdue_reminder_ids One2many → account.invoice.overdue.reminder
string='Overdue Reminder Action History' args: 'account.invoice.overdue.reminder', 'invoice_id'
overdue_reminder_last_date Date
compute='_compute_overdue_reminder' store=True string='Last Overdue Reminder Date'

Public methods (0)

No public methods.

New fields (13)

commercial_partner_id Many2one → res.partner
domain=[('parent_id', '=', False)] index=True readonly=True string='Customer' args: 'res.partner'
company_id Many2one → res.company
readonly=True string='Company' args: 'res.company'
date Date
default=fields.Date.context_today index=True readonly=False required=True
mail_cc Char
readonly=True related='mail_id.email_cc'
mail_id Many2one → mail.mail
readonly=True string='Reminder E-mail' args: 'mail.mail'
mail_state Selection
related='mail_id.state' string='E-mail Status'
partner_id Many2one → res.partner
readonly=True string='Contact' args: 'res.partner'
reminder_count Integer
compute='_compute_invoice_count' store=True string='Number of invoices'
reminder_ids One2many → account.invoice.overdue.reminder
readonly=True args: 'account.invoice.overdue.reminder', 'action_id'
reminder_type Selection
default='mail' readonly=True required=True string='Type' args: '_reminder_type_selection'
result_id Many2one → overdue.reminder.result
ondelete='restrict' string='Info/Result' args: 'overdue.reminder.result'
result_notes Html
string='Info/Result Notes'
user_id Many2one → res.users
default=<expr> ondelete='restrict' readonly=True required=True string='Performed by' args: 'res.users'

Public methods (0)

No public methods.

New fields (2)

reminder_type Selection
string='New Reminder Type' args: '_reminder_type_selection'
update_action Selection
readonly=True required=True args: [('validate', 'Validate'), ('reminder_type', 'Change Reminder Type'), ('skip', 'Skip')]

Public methods (1)

run(self)

New fields (3)

active Boolean
default=True
name Char
required=True translate=True
sequence Integer

Public methods (0)

No public methods.

New fields (8)

company_id Many2one → res.company
default=<expr> readonly=True required=True args: 'res.company'
interface Selection
default='onebyone' required=True string='Wizard Interface' args: '_interface_selection'
min_interval_days Integer
help='Odoo will not propose to send a reminder to a customer that already got a reminder for some of the same overdue invoices less than N days ago (N = Minimum Delay Since Last Reminder).' string='Minimum Delay Since Last Reminder'
partner_ids Many2many → res.partner
domain=[('customer_rank', '>', 0), ('parent_id', '=', False)] string='Customers' args: 'res.partner'
partner_policy Selection
required=True string='Contact to Remind' args: '_partner_policy_selection'
payment_ids Many2many → overdue.reminder.start.payment
readonly=True args: 'overdue.reminder.start.payment'
start_days Integer
help='Odoo will propose to send an overdue reminder to a customer if it has at least one invoice which is overdue for more than N days (N = trigger delay).' string='Trigger Delay'
user_ids Many2many → res.users
string='Salesman' args: 'res.users'

Public methods (2)

default_get(self, fields_list)
@api.model
run(self)

New fields (5)

journal_id Many2one → account.journal
readonly=True string='Journal' args: 'account.journal'
last_entry_create_date Datetime
readonly=True string='Last Entry Created on'
last_entry_create_uid Many2one → res.users
readonly=True string='Last Entry Created by' args: 'res.users'
last_entry_date Date
readonly=True string='Last Entry'
wizard_id Many2one → overdue.reminder.start
ondelete='cascade' args: 'overdue.reminder.start'

Public methods (0)

No public methods.

New fields (26)

activity_deadline Date
args: 'Deadline'
activity_note Html
string='Note'
activity_summary Char
string='Summary'
activity_type_id Many2one → mail.activity.type
domain=[('res_model', 'in', (False, 'overdue.reminder.step'))] string='Activity' args: 'mail.activity.type'
activity_user_id Many2one → res.users
default=<expr> string='Assigned to' args: 'res.users'
commercial_partner_id Many2one → res.partner
readonly=True required=True string='Customer' args: 'res.partner'
company_id Many2one → res.company
default=<expr> readonly=True required=True args: 'res.company'
counter Integer
compute='_compute_counter_and_mail' precompute=True store=True string='New Remind Counter'
create_activity Boolean
date Date
default=fields.Date.context_today readonly=True
interface Char
readonly=True
invoice_ids Many2many → account.move
domain="[('commercial_partner_id', '=', commercial_partner_id), ('company_id', '=', company_id), ('move_type', '=', 'out_invoice'), ('state', '=', 'posted'), ('payment_state', 'not in', ('paid', 'reversed', 'in_payment')), ('no_overdue_reminder', '=', False), ('invoice_date_due', '<', date)]" string='Overdue Invoices' args: 'account.move'
letter_printed Boolean
readonly=True
mail_body Html
compute='_compute_counter_and_mail' precompute=True readonly=False store=True
mail_cc_partner_ids Many2many → res.partner
string='Cc' args: 'res.partner'
mail_subject Char
compute='_compute_counter_and_mail' precompute=True readonly=False store=True string='Subject'
partner_email Char
readonly=True related='partner_id.email'
partner_id Many2one → res.partner
required=True string='Invoicing Contact' args: 'res.partner'
partner_mobile Char
readonly=True related='partner_id.mobile'
partner_phone Char
readonly=True related='partner_id.phone'
reminder_type Selection
default='mail' required=True args: '_reminder_type_selection'
result_id Many2one → overdue.reminder.result
string='Call Result/Info' args: 'overdue.reminder.result'
result_notes Html
string='Call Notes'
state Selection
default='draft' readonly=True args: [('draft', 'Draft'), ('skipped', 'Skipped'), ('done', 'Done')]
user_id Many2one → res.users
readonly=True required=True args: 'res.users'
warn_unreconciled_move_line_ids Many2many → account.move.line
readonly=True string='Unreconciled Payments/Refunds' args: 'account.move.line'

Public methods (13)

check_warnings(self)
generate_mail_vals(self)
goto_list_view(self)
next_step(self)
print_invoices(self)
print_letter(self)
reminder_type_change(self)
@api.onchange('reminder_type')
skip(self)
total_residual(self)
validate(self)
validate_mail(self)
validate_phone(self)
validate_post(self)

New fields (5)

overdue_reminder_attach_invoice Boolean
default=True string='Attach Invoices to Overdue Reminder E-mails'
overdue_reminder_interface Selection
default='onebyone' string='Default Overdue Reminder Wizard Interface' args: '_overdue_reminder_interface_selection'
overdue_reminder_min_interval_days Integer
default=5 help='Default overdue reminder minimum interval in days' string='Default Overdue Reminder Minimum Interval'
overdue_reminder_partner_policy Selection
default='last_reminder' string='Contact to Remind' args: '_overdue_reminder_partner_policy_selection'
overdue_reminder_start_days Integer
help='Default overdue reminder trigger delay in days' string='Default Overdue Reminder Trigger Delay'

Public methods (0)

No public methods.

New fields (5)

overdue_reminder_attach_invoice Boolean
readonly=False related='company_id.overdue_reminder_attach_invoice'
overdue_reminder_interface Selection
readonly=False related='company_id.overdue_reminder_interface'
overdue_reminder_min_interval_days Integer
readonly=False related='company_id.overdue_reminder_min_interval_days'
overdue_reminder_partner_policy Selection
readonly=False related='company_id.overdue_reminder_partner_policy'
overdue_reminder_start_days Integer
readonly=False related='company_id.overdue_reminder_start_days'

Public methods (0)

No public methods.

New fields (1)

no_overdue_reminder Boolean
company_dependent=True string='Disable Overdue Invoice Reminder'

Public methods (0)

No public methods.

Loading…

Status: Open migration PR — not merged yet for this version
CI status: green — ready to merge
Open since: 114 days ago
Last activity: 15 days ago
Repository: OCA/credit-control
Pull request: [19.0] [MIG] account_invoice_overdue_reminder: Migration to 19.0 (#560)

Code Analysis ⓘ

Views touched (25)

HTTP endpoints (0)

Models touched (11)

account.invoice.overdue.reminder New model Model 14 fields 1 method AccountInvoiceOverdueReminder · Overdue Invoice Reminder Action History

account.move Extends Model 6 fields 0 methods AccountMove · inherits account.move

overdue.reminder.action New model Model 13 fields 0 methods OverdueReminderAction · Overdue Reminder Action History

overdue.reminder.mass.update New model TransientModel 2 fields 1 method OverdueRemindMassUpdate · Update several actions at the same time

overdue.reminder.result New model Model 3 fields 0 methods OverdueReminderResult · Overdue Invoice Reminder Result/Info

overdue.reminder.start New model TransientModel 8 fields 2 methods OverdueReminderStart · Wizard to reminder overdue customer invoice

overdue.reminder.start.payment New model TransientModel 5 fields 0 methods OverdueReminderStartPayment · Status of payments

overdue.reminder.step New model TransientModel 26 fields 13 methods OverdueReminderStep · Overdue reminder wizard step

res.company Extends Model 5 fields 0 methods ResCompany · inherits res.company

res.config.settings Extends TransientModel 5 fields 0 methods ResConfigSettings · inherits res.config.settings

res.partner Extends Model 1 field 0 methods ResPartner · inherits res.partner