Installation

What Customer Payment Reminders requires, how to install it, and how to check the install worked.

Requirements

Accounting must be installed, because the module reads posted customer invoices. Nothing else is required.

On-premise

• Copy technovision_payment_reminders into your addons path.
• Restart the Odoo service.
• Apps → Update Apps List.
• Search for Customer Payment Reminders and press Install.

If the module does not appear, the addons path or the file ownership is usually the cause — see TROUBLESHOOTING.md.

Odoo.sh

• Add technovision_payment_reminders to the repository your build uses, in the branch for 18.0.
• Commit and push. Odoo.sh rebuilds.
• Install it from Apps on the built database.

What installation does

• Creates account.reminder.level and account.reminder.log, plus one transient model for the send wizard.
• Adds fields to res.partner (pause, exclusion, current level, overdue totals) and computed fields to account.move (days overdue, reminders sent).
• Loads three reminder levels — 7, 30 and 60 days — and their email templates. All are editable, and none of them fires until you switch the module on.
• Adds a Payment Reminders menu under Invoicing → Customers.
• Adds two groups: Credit Controller and Credit Manager.
• Adds three scheduled actions: the daily chase, a daily refresh of the level shown on each customer, and a monthly prune of history older than three years.

Nothing existing is modified. No core model is overridden beyond adding fields.

First run

The module sends nothing until you enable it. That is deliberate: a module that starts emailing your customers the moment it installs is a module that sends the wrong thing to the wrong people on day one.

• Invoicing → Configuration → Settings → Customer Payments → Payment Reminders.
• Read the two counts shown there — how many customers are overdue, and how many are due a reminder today. If those numbers surprise you, look at Customers to Chase before going further.
• Set a minimum chase amount if you have one.
• Review Payment Reminders → Reminder Levels and edit the wording. The shipped text is deliberately plain; it is not your voice.
• Send a few by hand first — see USER_GUIDE.md — and read what actually went out.
• Only then tick Chase Overdue Customers.

Step 5 is the one people skip and regret.

Verifying the install

• Invoicing → Customers → Payment Reminders → Reminder Levels. Three levels should be listed.
• Open a customer with an overdue invoice. The Payment Reminders tab should show the overdue total and the level they are currently at.
• Customers to Chase should list them.

Upgrading

odoo-bin -c odoo.conf -d yourdb -u technovision_payment_reminders --stop-after-init

Levels you have edited are not overwritten: the shipped records are loaded with noupdate, so an upgrade leaves your wording alone.

Uninstalling

Apps → Customer Payment Reminders → Uninstall.

Levels, history and the added partner fields are removed. Your invoices, customers and their payment state are untouched — the module never wrote to them. The activities it scheduled are ordinary Odoo activities and remain.