From 39206feeac0f64aa97ed35e821ce4cc2c8711d1d Mon Sep 17 00:00:00 2001 From: "Jonathan Castillo (jcs)" Date: Thu, 1 Jun 2023 15:42:47 +0000 Subject: [PATCH] [IMP] accounting: follow-up reports task-3316301 closes odoo/documentation#4694 X-original-commit: 211268ee248d5aee3673ea91584b9bf0ce5aed94 Signed-off-by: Castillo Jonathan (jcs) --- .../finance/accounting/payments/follow_up.rst | 13 ++++++------- 1 file changed, 6 insertions(+), 7 deletions(-) diff --git a/content/applications/finance/accounting/payments/follow_up.rst b/content/applications/finance/accounting/payments/follow_up.rst index 3fc08143b..99cebc90d 100644 --- a/content/applications/finance/accounting/payments/follow_up.rst +++ b/content/applications/finance/accounting/payments/follow_up.rst @@ -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 `_ @@ -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 --------------------