[IMP] accounting: follow-up reports
task-3316301 closes odoo/documentation#4691 Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
This commit is contained in:
parent
70f58a610d
commit
211268ee24
@ -4,8 +4,8 @@ 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.
|
||||
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 <https://www.odoo.com/slides/slide/payment-follow-up-1682>`_
|
||||
@ -48,7 +48,7 @@ options:
|
||||
- **%(company_name)s**: User's company name.
|
||||
|
||||
.. 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
|
||||
=================
|
||||
@ -66,16 +66,15 @@ It is up to you to decide how to remind your customer. You can select :guilabel:
|
||||
:guilabel:`Done` to view the next follow-up that needs your attention.
|
||||
|
||||
.. 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.
|
||||
|
||||
.. 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
|
||||
--------------------
|
||||
|
Loading…
Reference in New Issue
Block a user