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[IMP] accounting: follow-up reports

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task-3316301

closes odoo/documentation#4694

X-original-commit: 211268ee24
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 6d71e2f3d5
commit 39206feeac
1 changed files with 6 additions and 7 deletions
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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 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:: .. seealso::
- `Odoo Tutorials: Payment Follow-up <https://www.odoo.com/slides/slide/payment-follow-up-1682>`_ - `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. - **%(company_name)s**: User's company name.
.. tip:: .. 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 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. :guilabel:`Done` to view the next follow-up that needs your attention.
.. note:: .. 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. - 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 and click on :guilabel:`Remind me later`. You will get the next report according to the next
reminder date set on the statement. reminder date set on the statement.
.. tip:: .. 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 Debtor's trust level
-------------------- --------------------