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[IMP] accounting: follow-up reports

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task-3316301

closes odoo/documentation#4691

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
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Jonathan Castillo (jcs) 2023-06-01 15:42:47 +00:00
parent 70f58a610d
commit 211268ee24
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content/applications/finance/accounting/payments/follow_up.rst
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@ -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.
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