[IMP] accounting: update the follow-up information

Task ID: 2735445

closes odoo/documentation#2081

X-original-commit: ffc23483ca
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Pirlot Donatienne (dopi) <dopi@odoo.com>
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Donatienne Pirlot 2022-04-14 08:30:47 +00:00
parent 7aae398cf7
commit 3d145e7759
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.. _customer_invoices/snailmail:
======================================
Send your invoices by post (Snailmail)
======================================

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=========================================
Follow-up on invoices and get paid faster
=========================================
=====================
Follow-up on invoices
=====================
It is essential for your business to collect payments when they are
overdue. Odoo will help you identify payments that are late and will
allow you to send the appropriate reminders.
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.
Manage your follow-ups
======================
.. seealso::
- `Odoo Tutorials: Payment Follow-up <https://www.odoo.com/slides/slide/payment-follow-up-1682>`_
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
any way you want or create new ones to trigger the following actions:
- Send an Email
- :ref:`Send an SMS Message <pricing/pricing_and_faq>`
- Print a Letter
- :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`
option, within a specific :guilabel:`Follow-Up Action`.
.. tip::
We recommend that you reconcile your bank statements before
launching your follow-up process. It will avoid you the trouble of
sending a statement to a customer that has already paid you.
To send a reminder before the actual due date is reached, set a negative number of due days.
The overdue invoices you need to follow-up on are available by default
in :menuselection:`Accounting --> Sales --> Follow-up Reports`. There,
you can easily send a reminder by email or print it as a letter. Then,
you can click on the *Done* button to view the next follow-up that
needs your attention.
Follow-up reports
=================
Otherwise, if now is not the time for a reminder, click on *Remind me
later*. You will get the next report according to the *Next Reminder
Date* set on the statement.
The overdue invoices you need to follow up on are available in :menuselection:`Accounting -->
Customers --> Follow-up Reports`. From there, you can identify all the customers that have late
unpaid invoices.
When you open a customer, you see all their unpaid invoices (overdue or not). The due dates of the
late invoices appear in red. Select the invoices that are not late yet in the :guilabel:`Excluded`
column to exclude them from the reminder you send.
It is up to you to decide how to remind your customer. You can select :guilabel:`Print Letter`,
:guilabel:`Send By Email`, :guilabel:`Send By Post`, :guilabel:`Send By SMS`. Then, click on
: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.
- 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::
To avoid sending too many reminders in a short period of time,
change the number of days calculated between each report by going to
:menuselection:`Accounting --> Configuration --> Settings --> Payment
Follow-up`.
Reconcile your bank statements right before launching your follow-up process to avoid sending a
reminder to a customer that has already paid you.
You can also set a trust level for your customers by marking them as
bad, normal or good debtors on the follow-up reports.
Debtor's trust level
--------------------
.. image:: followup/followup01.png
To know whether a customer usually pays late or not, you can set a trust level by marking them as
:guilabel:`Good Debtor`, :guilabel:`Normal Debtor`, or :guilabel:`Bad Debtor` on their follow-up
report. To do so, click on the bullet next to the customer's name and select a trust level.
.. image:: followup/debtors-trust-level.png
:align: center
:alt: Set debtor's trust level
Send reminders in batch
=======================
Send reminders in batches
-------------------------
To get your follow-up process easier, you can send reminder emails in
batch from your follow-up reports page. Select all the reports you would
like to process, click on *Action* and then on *Process Follow-ups*.
A pdf document containing all of the follow-up letters for you to print
will also be automatically generated.
.. image:: followup/followup02.png
:align: center
Plan a follow-up process
========================
To plan a follow-up process, go to :menuselection:`Accounting -->
Configuration --> Settings` and activate the *Follow-up Levels*
feature under the *Customer Payments* section. Then, click on the new
*Follow-up Levels* button that has appeared on your settings page.
A follow-up plan with several actions is available by default in Odoo,
but you can customize it any way you want. Depending on a specific
number of overdue days, plan to send an email, a letter or to undertake
a manual action. You can also edit the template used for the statement
according to the stage of the process.
.. image:: followup/followup03.png
:align: center
.. tip::
If you would like to get a reminder before the actual due date,
set a negative number of due days.
You can send reminder emails in batches from the :guilabel:`Follow-up Reports` page. To do so,
select all the reports you would like to process, click on the :guilabel:`Action` gear icon, and
select :guilabel:`Process follow-ups`.

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.. _pricing/pricing_and_faq:
===================
SMS Pricing and FAQ
===================