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[IMP] accounting: follow-up reports

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closes odoo/documentation#4387

X-original-commit: 767ee598ac
Signed-off-by: Aarab Tom (toaa) <toaa@odoo.com>
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Tom Aarab (toaa) 2023-05-09 13:01:04 +00:00 committed by Xavier
parent 2d630dffb6
commit 42ef3b170a
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content/applications/finance/accounting/receivables/customer_payments/followup.rst
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@ -17,11 +17,11 @@ To configure a :guilabel:`Follow-Up Action`, go to :menuselection:`Accounting --
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)
- 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`.
@ -73,3 +73,8 @@ Send reminders in batches
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`.
.. seealso::
- :doc:`../../../../general/in_app_purchase`
- :doc:`../../../../marketing/sms_marketing/pricing/pricing_and_faq`
- :doc:`../customer_invoices/snailmail`