[IMP] essentials: iap rewrite
closes odoo/documentation#8937
X-original-commit: cd49934d95
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
@ -1,6 +1,6 @@
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=====================
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In-app purchase (IAP)
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=====================
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======================
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In-app purchases (IAP)
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======================
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.. |IAP| replace:: :abbr:`IAP (In-app purchases)`
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@ -22,7 +22,9 @@ the service in the app to activate it. However, each service requires its own pr
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when they run out, users **must** :ref:`buy more <iap/buying_credits>` in order to keep using it.
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.. note::
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Users with an Enterprise version of Odoo Online get free credits to test IAP features.
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Enterprise Odoo users with a valid subscription get free credits to test IAP features before
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deciding to purchase more credits for the database. This includes demo/training databases,
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educational databases, and one-app-free databases.
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.. _in_app_purchase/portal:
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@ -31,7 +33,7 @@ IAP services
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|IAP| services are provided by Odoo, as well as third-parties, and have a wide range of uses.
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The following |IAP| services are provided by Odoo:
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The following |IAP| services are offered by Odoo:
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- :guilabel:`Documents Digitization`: digitizes scanned or PDF vendor bills, expenses, and resumes
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with OCR and AI.
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@ -40,9 +42,12 @@ The following |IAP| services are provided by Odoo:
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- :guilabel:`Lead Generation`: generates leads based on a set of criteria, and converts web visitors
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into quality leads and opportunities.
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- :guilabel:`Snailmail`: sends customer invoices and follow-up reports by post, worldwide.
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- :guilabel:`Signer identification with itsme®️`: ask document signatories in Odoo *Sign* to provide
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their identity using the *itsme®* identity platform, which is available in Belgium and the
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Netherlands.
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For more information on every service currently available, visit the `Odoo IAP Catalog
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<https://iap.odoo.com/iap/all-in-app-services>`_.
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For more information on every service currently available (offered from developers other than Odoo),
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visit the `Odoo IAP Catalog <https://iap.odoo.com/iap/all-in-app-services>`_.
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Use IAP services
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----------------
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@ -53,7 +58,7 @@ settings. To use a service, simply interact with it wherever it appears in the d
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.. example::
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The following flow focuses on the *SMS* |IAP| service being used from a contact's record.
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This can be done by clicking the :guilabel:`📱 (phone) SMS` icon within the database.
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This can be done by clicking the :guilabel:`📱 SMS` icon within the database.
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.. image:: in_app_purchase/sms-icon.png
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:align: center
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@ -61,16 +66,17 @@ settings. To use a service, simply interact with it wherever it appears in the d
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One way to utilize the *SMS* |IAP| service with Odoo is showcased in the following steps:
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#. Navigate to the :menuselection:`Contacts application`, and click on a contact with a mobile
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phone number entered in either the :guilabel:`Phone` or :guilabel:`Mobile` field of the
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contact form.
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#. Hover the mouse over the :guilabel:`Phone` or :guilabel:`Mobile` field, and a :guilabel:`📱
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(phone) SMS` icon appears to the right.
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#. Click the :guilabel:`📱 (phone) SMS` icon, and a :guilabel:`Send SMS Text Message` pop-up
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window appears.
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#. Type a message in the :guilabel:`Message` field of the :guilabel:`Send SMS Text Message`
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pop-up window. Then, click the :guilabel:`Send SMS` button. Odoo then sends the message, via
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SMS, to the contact, and logs what was sent in the *chatter* of the contact's form.
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First, navigate to the :menuselection:`Contacts application`, and click on a contact with a
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mobile phone number entered in either the :guilabel:`Phone` or :guilabel:`Mobile` field of the
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contact form.
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Next, find the :guilabel:`📱 SMS` icon that appears to the right of the :guilabel:`Phone` or
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:guilabel:`Mobile` fields. Click the :guilabel:`📱 SMS` icon, and a :guilabel:`Send SMS Text
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Message` pop-up window appears.
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Type a message in the :guilabel:`Message` field of the pop-up window. Then, click the
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:guilabel:`Send SMS` button. Odoo then sends the message, via SMS, to the contact, and logs what
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was sent in the *chatter* of the contact's form.
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Upon sending the SMS message, the prepaid credits for the *SMS* |IAP| service are automatically
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deducted from the existing credits. If there are not enough credits to send the message, Odoo
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@ -80,10 +86,10 @@ settings. To use a service, simply interact with it wherever it appears in the d
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For more information on how to use various |IAP| services, and for more in-depth instructions
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related to SMS functionality in Odoo, review the documentation below:
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- :doc:`Lead mining </applications/sales/crm/acquire_leads/lead_mining>`
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- :doc:`Lead mining <../sales/crm/acquire_leads/lead_mining>`
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- :doc:`Enrich your contacts base with Partner Autocomplete
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</applications/sales/crm/optimize/partner_autocomplete>`
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- :doc:`SMS essentials </applications/marketing/sms_marketing/essentials/sms_essentials>`
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<../sales/crm/optimize/partner_autocomplete>`
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- :doc:`SMS essentials <../marketing/sms_marketing/essentials/sms_essentials>`
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.. _in_app_purchase/credits:
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@ -113,7 +119,7 @@ Credits are purchased in *Packs* from the `Odoo IAP Catalog
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The number of credits consumed depends on the length of the SMS and the country of destination.
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For more information, refer to the :doc:`SMS Pricing and FAQ
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</applications/marketing/sms_marketing/pricing/pricing_and_faq>` documentation.
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<../marketing/sms_marketing/pricing/pricing_and_faq>` documentation.
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.. _iap/buying_credits:
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@ -124,9 +130,10 @@ If there are not enough credits to perform a task, the database automatically pr
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of more credits.
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Users can check the current balance of credits for each service, and manually purchase more credits,
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by navigating to the :menuselection:`Settings app --> Search IAP --> View My Services`.
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by navigating to the :menuselection:`Settings app --> Contacts section`, and beneath the
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:guilabel:`Odoo IAP` setting, click :guilabel:`View My Services`.
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Doing so reveals an :guilabel:`IAP Account` page, listing the various |IAP| services in the
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Doing so reveals an :guilabel:`IAP Service` page, listing the various |IAP| services in the
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database. From here, click an |IAP| service to open its :guilabel:`Account Information` page, where
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additional credits can be purchased.
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@ -135,32 +142,29 @@ Manually buy credits
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To manually buy credits in Odoo, follow these steps:
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#. Go to the :menuselection:`Settings application`.
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#. Type `IAP` in the search bar.
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#. Click :guilabel:`View My Services`.
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First, go to the :menuselection:`Settings application` and type `IAP` in the :guilabel:`Search...`
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bar. Alternatively users can scroll down to the :guilabel:`Contacts` section. Under the
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:guilabel:`Contacts` section, where it says :guilabel:`Odoo IAP`, click :guilabel:`View My
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Services`.
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.. image:: in_app_purchase/view-services.png
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:align: center
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:alt: The Settings app showing the Odoo IAP heading and View My Services button.
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.. image:: in_app_purchase/view-services.png
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:align: center
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:alt: The Settings app showing the Odoo IAP heading and View My Services button.
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#. Doing so reveals an :guilabel:`IAP Account` page, listing the various |IAP| services in the
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database. From here, click an |IAP| service to open its :guilabel:`Account Information` page,
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where additional credits can be purchased.
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#. On the :guilabel:`Account Information` page, click the :guilabel:`Buy Credit` button.
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Doing so reveals an :guilabel:`IAP Account` page, listing the various |IAP| services in the
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database. From here, click an |IAP| service to open its :guilabel:`Account Information` page, where
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additional credits can be purchased.
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.. image:: in_app_purchase/account-info.png
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:align: center
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:alt: The Account Information page for an IAP service showing the Buy Credit button.
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On the :guilabel:`Account Information` page, click the :guilabel:`Buy Credit` button. Doing so loads
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a :guilabel:`Buy Credits for (IAP Account)` page in a new tab. From here, click :guilabel:`Buy` on
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the desired pack of credits. Then, follow the prompts to enter payment details, and confirm the
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order.
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#. Doing so loads a :guilabel:`Buy Credits for (IAP Account)` page in a new tab. From here, click
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:guilabel:`Buy` on the desired pack of credits. Then, follow the prompts to enter payment
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details, and confirm the order.
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.. image:: in_app_purchase/buy-pack.png
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:align: center
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:alt: The SMS service page on IAP.Odoo.com with four packs of credits available for purchase.
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.. image:: in_app_purchase/buy-pack.png
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:align: center
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:alt: The SMS service page on IAP.Odoo.com with four packs of credits available for purchase.
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#. Once the transaction is complete, the credits are available for use in the database.
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Once the transaction is complete, the credits are available for use in the database.
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.. _in_app_purchase/low-credits:
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@ -170,23 +174,19 @@ Low-credit notification
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It is possible to be notified when credits are low, in order to avoid running out of credits, while
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using an |IAP| service. To do that, follow this process:
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#. Go to the :menuselection:`Settings application`.
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#. Type `IAP` in the search bar.
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#. Click :guilabel:`View My Services`.
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#. The available |IAP| accounts appear in a list view on the :guilabel:`IAP Account` page. From
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here, click on the desired |IAP| account to view that service's :guilabel:`Account Information`
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page.
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#. On the :guilabel:`Account Information` page, tick the :guilabel:`Warn Me` box. Doing so reveals
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two fields on the form: :guilabel:`Threshold` and :guilabel:`Warning Email`.
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Go to the :menuselection:`Settings application`, and type `IAP` in the :guilabel:`Search...` bar.
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Under the :guilabel:`Contacts` section, where it says :guilabel:`Odoo IAP`, click :guilabel:`View My
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Services`.
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.. image:: in_app_purchase/low-credits.png
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:align: center
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:alt: Odoo will send an email alert when credits for this service fall below the threshold.
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The available |IAP| accounts appear in a list view on the :guilabel:`IAP Account` page. From here,
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click on the desired |IAP| account to view that service's :guilabel:`Account Information` page.
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#. In the :guilabel:`Threshold` field, enter an amount of credits Odoo should use as the minimum
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threshold for this service.
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#. In the :guilabel:`Warning Email` field, enter the email address that should receive the
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notification.
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On the :guilabel:`Account Information` page, tick the :guilabel:`Warn Me` checkbox. Doing so reveals
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two fields on the form: :guilabel:`Threshold` and :guilabel:`Warning Email`.
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In the :guilabel:`Threshold` field, enter an amount of credits Odoo should use as the
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minimum threshold for this service. In the :guilabel:`Warning Email` field, enter the email address
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that receives the notification.
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Odoo sends a low-credit alert to the :guilabel:`Warning Email` when the balance of credits falls
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below the amount listed as the :guilabel:`Threshold`.
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