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[IMP] Accounting: follow-up reports

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taskid-3316301

closes odoo/documentation#4423

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
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Tom Aarab (toaa) 2023-05-12 11:43:39 +00:00
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content/applications/finance/accounting/receivables/customer_payments/followup.rst
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@ -3,7 +3,7 @@ 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 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. your follow-ups via different means such as email, post, or SMS.
@ -14,17 +14,38 @@ Configuration
============= =============
To configure a :guilabel:`Follow-Up Action`, go to :menuselection:`Accounting --> 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 Follow-up Levels`. Several follow-up actions are available by default, but you can create new ones
any way you want or create new ones to trigger the following actions: if required, and can change the **name** and the **number of days** after which the follow-up
actions are triggered. The follow-up :guilabel:`Actions` available are:
- Send an email; - :guilabel:`Send an email`;
- :ref:`Send an SMS message <pricing/pricing_and_faq>`; - :ref:`Send an SMS message <pricing/pricing_and_faq>`;
- Print a letter; - :guilabel:`Print a letter`;
- :ref:`Send a letter <customer_invoices/snailmail>`; - :ref:`Send a letter <customer_invoices/snailmail>`;
- Manual action (creates a task). - :guilabel:`Manual action` (creates a task).
It is also possible to automatically send a reminder by enabling the :guilabel:`Auto Execute` It is possible to automatically send a reminder by enabling the :guilabel:`Auto Execute` option, and
option, within a specific :guilabel:`Follow-Up Action`. attaching the *open* invoice(s) by enabling :guilabel:`Join open invoices`, within a specific
follow-up action.
Depending on the :guilabel:`Actions` enabled, the :guilabel:`Message` tab contains different message
options:
- The :guilabel:`Email Subject` and the :guilabel:`Description` or content of the email
automatically used;
- If you selected :guilabel:`SMS`, the content of the SMS text;
- If you enabled :guilabel:`Manual Action`, you can assign someone in the :guilabel:`Assign a
Responsible` field to manage that follow-up and the :guilabel:`Manual Action Type`
(:guilabel:`Email`, :guilabel:`Call`, etc.), as well as input a description of the
:guilabel:`Action To Do`.
.. note:: The text between `%(text)s` automatically fetches the partner's info.
- **%(partner_name)s**: Partner name;
- **%(date)s**: Current date;
- **%(amount_due)s**: Amount due by the partner;
- **%(user_signature)s**: User 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. To send a reminder before the actual due date is reached, set a negative number of due days.
@ -32,13 +53,13 @@ option, within a specific :guilabel:`Follow-Up Action`.
Follow-up reports Follow-up reports
================= =================
The overdue invoices you need to follow up on are available in :menuselection:`Accounting --> Overdue invoices you need to follow up on are available in :menuselection:`Accounting --> Customers
Customers --> Follow-up Reports`. From there, you can identify all the customers that have late --> Follow-up Reports`. By default, Odoo filters by :guilabel:`Customer Invoices` that are
unpaid invoices. :guilabel:`In need of action`.
When you open a customer, you see all their unpaid invoices (overdue or not). The due dates of the When selecting an invoice, you see all of the customer's unpaid invoices (overdue or not), and their
late invoices appear in red. Select the invoices that are not late yet in the :guilabel:`Excluded` payments. The due dates of late invoices appear in red. Select the invoices that are *not* late by
column to exclude them from the reminder you send. clicking 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`, 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:`Send By Email`, :guilabel:`Send By Post`, :guilabel:`Send By SMS`. Then, click on