[IMP] accounting: follow-up reports

task-3316301.

closes odoo/documentation#4699

X-original-commit: 256ddb30ab
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Signed-off-by: Tom Aarab (toaa) <toaa@odoo.com>

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**
+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
+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.
+your follow-ups via different means, such as email, post, or SMS.
 
 .. seealso::
    - `Odoo Tutorials: Payment Follow-up <https://www.odoo.com/slides/slide/payment-follow-up-1682>`_
@@ -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
+Follow-up Levels`, and select or create (a) new follow-up level(s). Several follow-up actions are
-any way you want or create new ones to trigger the following actions:
+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;
+- :guilabel:`Send Email`;
-- :ref:`Send an SMS message <pricing/pricing_and_faq>`;
+- :ref:`Send a Letter <customer_invoices/snailmail>`;
-- Print a letter;
+- :ref:`Send an SMS message <pricing/pricing_and_faq>`.
-- :ref:`Send a letter <customer_invoices/snailmail>`;
-- Manual action (creates a task).
 
-It is also possible to automatically send a reminder by enabling the :guilabel:`Auto Execute`
+You can use a pre-filled template for your messages by selecting a :guilabel:`Content Template`. To
-option, within a specific :guilabel:`Follow-Up Action`.
+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 -->
+Overdue invoices you need to follow up on are available in :menuselection:`Accounting --> Customers
-Customers --> Follow-up Reports`. From there, you  can identify all the customers that have late
+--> Follow-up Reports`. By default, Odoo filters by :guilabel:`Overdue Invoices`, but you can also
-unpaid invoices.
+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
+When selecting an invoice, you can see all of the customer's unpaid invoices (overdue or not), with
-late invoices appear in red. Select the invoices that are not late yet in the :guilabel:`Excluded`
+the due dates of late invoices appearing in red. You can exclude invoices from a reminder by
-column to exclude them from the reminder you send.
+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`,
+To send reminders, click on :guilabel:`Follow up`, and select the action(s) you want to perform
-:guilabel:`Send By Email`, :guilabel:`Send By Post`, :guilabel:`Send By SMS`. Then, click on
+from:
-:guilabel:`Done` to view the next follow-up that needs your attention.
+
+- :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
+   - The contact information on the invoice or the contact form is used to send the reminder.
-     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`
+   - 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
+     You will get the next report according to the next reminder date set.
-     reminder date set on the statement.
 
 .. tip::
-   Reconcile your bank statements right before launching your follow-up process to avoid sending a
+   Reconcile all bank statements right before launching the follow-up process to avoid sending a
-   reminder to a customer that has already paid you.
+   reminder to a customer that has already paid.
 
 Debtor's trust level
 --------------------