Problem

Organizations face several challenges managing accounts receivable:

• Visibility Gap: Unpaid invoices scattered across multiple currencies (USD, EUR, TRY) with no centralized view
• Manual Follow-up: Time-consuming manual tracking of due dates and overdue invoices
• Sales Team Accountability: Lack of team-specific metrics for outstanding receivables
• Payment Term Confusion: Difficulty categorizing and tracking different payment terms (Immediate, Transfer, Check)
• Time-Critical Actions: No clear identification of invoices requiring immediate attention vs. those aging 2+ weeks
• Email Overload: Manual reminder emails lead to inconsistent follow-up and missed collections

Solution

This Odoo module provides automated unpaid invoice management with:

Centralized Dashboard: Single-view kanban interface showing all unpaid invoices grouped by time periods (Today, Week, 2 Weeks, Month, Other) with instant drill-down to details.

Multi-Currency Tracking: Native support for USD, EUR, and TRY with automatic currency-based calculations and reporting.

Automated Reminders: Daily cron job sends email notifications to stakeholders for invoices due today, eliminating manual follow-up.

Sales Team Analytics: Each team gets dedicated statistics showing unpaid totals by period and currency, enabling performance tracking and accountability.

Payment Term Intelligence: Automatic categorization by payment type (Immediate/Transfer/Check) helps prioritize collection efforts.

Smart Filtering: Pre-configured actions provide instant access to critical views (today’s due invoices, aging invoices, team-specific lists).

Key Features

• Multi-Currency Support: Track unpaid invoices in USD, EUR, and TRY
• Time-Based Filtering: View invoices by Today, Week, 2 Weeks, Month, and Other periods
• Payment Term Breakdown: Categorize by payment terms (Immediate, Transfer, Check)
• Sales Team Analytics: Dashboard with unpaid totals per team and currency
• Automated Email Reminders: Scheduled daily notifications for due invoices
• Interactive Dashboards: Kanban views with clickable statistics

Module Structure

Core Models

1. unpaid.invoice

• Main model tracking unpaid invoices
• Links to account.move with customer, team, and payment details
• Fields: invoice_id, partner_id, amount_due, due_date, team_id, sales_person, days_since_invoice
• Methods: populate_unpaid_invoices(), send_email_unpaid_invoices()

2. month.record

• Dashboard model showing totals by time periods
• Computes totals for: Today, This Week, This Month, Other
• Breaks down by payment terms: Immediate, Transfer, Check
• Actions: action_today(), action_saturday_to_friday(), action_this_month(), action_other()

3. crm.team (inherited)

• Extends sales teams with unpaid invoice statistics
• 12 computed fields for currency/period combinations
• Fields: unpaid_invoice_total_{period}_{currency}
• Periods: today, week, 2weeks, month

4. account.move (inherited)

• Adds email sending functionality
• Method: send_due_invoices_email() – sends template-based notifications

5. report.unpaid_invoice.unpaid_report

• Abstract model for PDF report generation
• Groups invoices by partner with delay calculations
• Filters by account codes (120001, 120005, 120002, 120006)

Currency Handling

• Supports: USD (base.USD), EUR (base.EUR), TRY (base.TRY)
• Fields use fields.Monetary with dynamic currency_field
• Totals calculated separately per currency