From 096cb6db4fc5ea40aa5f772d76aad8cffd6ee419 Mon Sep 17 00:00:00 2001 From: "Tom Aarab (toaa)" Date: Fri, 12 May 2023 11:43:39 +0000 Subject: [PATCH] [IMP] accounting: follow-up reports task-3316301. closes odoo/documentation#4699 X-original-commit: 256ddb30ab76f6f9c60f28eabdc08800db4642ce Signed-off-by: Castillo Jonathan (jcs) Signed-off-by: Tom Aarab (toaa) --- .../finance/accounting/payments/follow_up.rst | 74 +++++++++++-------- 1 file changed, 45 insertions(+), 29 deletions(-) diff --git a/content/applications/finance/accounting/payments/follow_up.rst b/content/applications/finance/accounting/payments/follow_up.rst index c4f76105c..3683bc3f9 100644 --- a/content/applications/finance/accounting/payments/follow_up.rst +++ b/content/applications/finance/accounting/payments/follow_up.rst @@ -3,9 +3,9 @@ Follow-up on invoices ===================== A follow-up message can be sent to customers when a payment is overdue. Odoo helps you identify late -payments and allows you to schedule and send the appropriate reminders, using **follow-up actions** -that trigger automatically one or more actions according to the number of overdue days. You can send -your follow-ups via different means such as email, post, or SMS. +payments and allows you to schedule and send the appropriate reminders using **follow-up actions** +that automatically trigger one or more actions according to the number of overdue days. You can send +your follow-ups via different means, such as email, post, or SMS. .. seealso:: - `Odoo Tutorials: Payment Follow-up `_ @@ -14,47 +14,63 @@ Configuration ============= To configure a :guilabel:`Follow-Up Action`, go to :menuselection:`Accounting --> Configuration --> -Follow-up Levels`. Several follow-up actions are available by default, and you can customize them -any way you want or create new ones to trigger the following actions: +Follow-up Levels`, and select or create (a) new follow-up level(s). Several follow-up actions are +available by default under the :guilabel:`Notification` tab, and the **name** as well as the +**number of days** can be changed. The follow-up :guilabel:`Actions` available are: -- Send an email; -- :ref:`Send an SMS message `; -- Print a letter; -- :ref:`Send a letter `; -- Manual action (creates a task). +- :guilabel:`Send Email`; +- :ref:`Send a Letter `; +- :ref:`Send an SMS message `. -It is also possible to automatically send a reminder by enabling the :guilabel:`Auto Execute` -option, within a specific :guilabel:`Follow-Up Action`. +You can use a pre-filled template for your messages by selecting a :guilabel:`Content Template`. To +change the template used, hover over the field and click the :guilabel:`-->`. If enabled, SMS +messages have a specific :guilabel:`Sms Template` field. + +It is possible to automatically send a reminder by enabling the :guilabel:`Automatic` option, and +attaching the *open* invoice(s) by enabling :guilabel:`Attach Invoices`, within a specific follow-up +action. + +By clicking on the :guilabel:`Activity` tab, scheduling activities (tasks) is possible. That way, +an activity is automatically scheduled when the follow-up is triggered. To do so, enable +:guilabel:`Schedule Activity`, and select a :guilabel:`Responsible` person for the task. Choose an +:guilabel:`Activity Type`, and enter a :guilabel:`Summary` on how to handle the activity, if +desired. .. tip:: - To send a reminder before the actual due date is reached, set a negative number of due days. + Set a negative number of days to send a reminder before the actual due date. Follow-up reports ================= -The overdue invoices you need to follow up on are available in :menuselection:`Accounting --> -Customers --> Follow-up Reports`. From there, you can identify all the customers that have late -unpaid invoices. +Overdue invoices you need to follow up on are available in :menuselection:`Accounting --> Customers +--> Follow-up Reports`. By default, Odoo filters by :guilabel:`Overdue Invoices`, but you can also +filter by :guilabel:`In need of action` in the :guilabel:`Filters` menu. -When you open a customer, you see all their unpaid invoices (overdue or not). The due dates of the -late invoices appear in red. Select the invoices that are not late yet in the :guilabel:`Excluded` -column to exclude them from the reminder you send. +When selecting an invoice, you can see all of the customer's unpaid invoices (overdue or not), with +the due dates of late invoices appearing in red. You can exclude invoices from a reminder by +clicking :guilabel:`Exclude from Follow-ups`. You can set either :guilabel:`Automatic` or +:guilabel:`Manual` reminders as well as a :guilabel:`Responsible` person for that customer. -It is up to you to decide how to remind your customer. You can select :guilabel:`Print Letter`, -:guilabel:`Send By Email`, :guilabel:`Send By Post`, :guilabel:`Send By SMS`. Then, click on -:guilabel:`Done` to view the next follow-up that needs your attention. +To send reminders, click on :guilabel:`Follow up`, and select the action(s) you want to perform +from: + +- :guilabel:`Print`; +- :guilabel:`Email`; +- :guilabel:`Sms`; +- :guilabel:`By post`. + +You can :guilabel:`Attach Invoices` and change the content templates from this view. When done, +click :guilabel:`Send` or :guilabel:`Send & Print`. .. note:: - - The contact information available on the invoice or on the contact form is used to send the - reminder. + - The contact information on the invoice or the contact form is used to send the reminder. - When the reminder is sent, it is documented in the chatter of the invoice. - - If it is not the right time for a reminder, you can specify the :guilabel:`Next Reminder Date` - and click on :guilabel:`Remind me later`. You will get the next report according to the next - reminder date set on the statement. + - If it is not the right time for a reminder, you can specify the :guilabel:`Next Reminder` date. + You will get the next report according to the next reminder date set. .. tip:: - Reconcile your bank statements right before launching your follow-up process to avoid sending a - reminder to a customer that has already paid you. + Reconcile all bank statements right before launching the follow-up process to avoid sending a + reminder to a customer that has already paid. Debtor's trust level --------------------