[IMP] accounting: Update followup pages for 12.0

accounting/receivables/customer_payments.rst

@@ -10,4 +10,3 @@ Customer Payments
    customer_payments/check
    customer_payments/payment_sepa
    customer_payments/followup
-   customer_payments/automated_followups

accounting/receivables/customer_payments/automated_followups.rst

@@ -1,171 +0,0 @@
-==========================================================
-How to automate customer follow-ups with plans?
-==========================================================
-
-With the Odoo Accounting application, you get a dynamic aged receivable
-report, customer statements and you can easily send them to customers.
-
-If you want to go further in the automation of the credit collection
-process, you can use follow-up plans. They will help you automate all
-the steps to get paid, by triggering them at the right time: send
-customer statements by emails, send regular letter (through the Docsaway
-integration), create a task to manually call the customer, etc...
-
-Here is an example of a plan:
-
-+--------------------------+--------------------------+-------------------+
-| When?                    | What?                    | Who?              |
-+==========================+==========================+===================+
-| 3 days before due date   | Email                    | automated         |
-+--------------------------+--------------------------+-------------------+
-| 1 day after due date     | Email + Regular Letter   | automated         |
-+--------------------------+--------------------------+-------------------+
-| 15 days after due date   | Call the customer        | John Mac Gregor   |
-+--------------------------+--------------------------+-------------------+
-| 35 days after due date   | Email + Letter + Call    | John Mac Gregor   |
-+--------------------------+--------------------------+-------------------+
-| 60 days after due date   | Formal notice            | Bailiff           |
-+--------------------------+--------------------------+-------------------+
-
-Configuration
-=============
-
-Install Reminder Module
------------------------
-
-You must start by activating the feature, using the menu 
-:menuselection:`Configuration --> Settings` of the Accounting application. 
-From the settings screen, activate the feature **Enable payment follow-up management**.
-
-.. image:: ./media/automated_followups01.png
-  :align: center
-
-Define Payment Follow-ups Levels
---------------------------------
-
-To automate customer follow ups, you must configure your follow–up
-levels using the menu :menuselection:`Accounting --> Configuration --> Payment Follow-ups`.
-You should define one and only one follow-up plan per company.
-
-The levels of follow-up are relative to the due date; when no payment
-term is specified, the invoice date will be considered as the due date.
-
-For each level, you should define the number of days and create a note
-which will automatically be added into the reminder letter.
-
-.. image:: ./media/automated_followups04.png
-  :align: center
-
-Odoo defines several actions for every reminder:
-
--  **Manual Action:** assign a responsible that will have to call the customer
--  **Send an Email:** send an email to customer using the provided text
--  **Send a Letter:** send a letter by regular mail, using the provided note
-
-.. image:: ./media/automated_followups02.png
-  :align: center
-
-.. Note:: 
-    As you need to provide a number of days relative to the due date,
-    you can use a negative number. As an example, if an invoice is issued
-    the January 1st but the due date is January 20, if you set a reminder 3
-    days before the due date, the customer may receive an email in January
-    17.
-
-Doing your weekly follow-ups
-============================
-
-Once everything is setup, Odoo will prepare follow-up letters and emails
-automatically for you. All you have to do is to the menu 
-:menuselection:`Sales --> Customers Statement` in the accounting application.
-
-.. image:: ./media/automated_followups09.png
-  :align: center
-
-Odoo will automatically propose you actions based on the follow-up plan
-you defined, invoices to pay and payment received.
-
-You can use this menu every day, once a week or once a month. You do not
-risk to send two times the same reminder to your customer. Odoo only
-proposes you the action you have to do. If you do it every day, you will
-have a few calls to do per day. If you do it once a month, you will have
-much more work once you do it.
-
-It's up to you to organize the way you want to work. But it's a good
-practice to reconcile your bank statements before launching the
-follow-ups. That way, all paid invoices will be reconciled and you will
-not send a follow-up letter to a customer that already paid his invoice.
-
-From a customer follow-up proposition, you can:
-
--  Get the customer information to contact him
-
--  Drill down to the customer information form by clicking on its name
-
--  Change the text (or the email or letter) and adapt to the customer
-
--  Change the colored dot to mark the customer as being a good, normal
-   or bad debtor
-
--  Log a note is you called the customer
-
--  Exclude some invoices from the statement table (litigation)
-
--  Send an email with the statement
-
--  Print a letter, or send a regular mail (if you installed the Docsaway
-   integration)
-
--  Plan the next reminder (but it's better to keep in automatic mode so that Odoo
-   will stick to the follow-up plan of the company)
-
--  Drill down to an invoice
-
--  Change the expected payment date of an invoice (thus, impacting the
-   next time Odoo will propose you to send a reminder)
-
-.. note::
-    You can force a customer statement, even if Odoo do not proposes
-    you to do it, because it's not the right date yet. To do this, you
-    should go to the Aged Receivable report (in the report menu of the
-    Accounting application). From this report, you can click on a customer
-    to get to his customer statement.
-
-How to exclude an invoice from auto follow up?
-===============================================
-
-To see all **overdue invoices** or **on need of action**,
-
-Go to :menuselection:`Accounting --> Sales --> Customers Statement`
-
-.. image:: ./media/automated_followups05.png
-  :align: center
-
-Exclude a specific invoice for a specific date
-------------------------------------------------
-
-Odoo can exclude an invoice from follow-ups actions for specific date by
-clicking on **Log a Note**, then choose one of the ready options (*one week*, 
-*two weeks*, *one month*, *two months*), So Odoo will calculate the
-required date according to the current date.
-
-.. image:: ./media/automated_followups03.png
-  :align: center
-
-Another way to achieve it is the following: click on the required invoice, 
-then choose **Change expected payment date/note**, then enter a new payment date and note.
-
-.. image:: ./media/automated_followups07.png
-  :align: center
-
-Exclude a specific invoice forever
------------------------------------
-
-Odoo can exclude an invoice for a specific customer by clicking on
-the checkbox **Excluded**
-
-.. note::
-    If you click on **History**, you can see all follow ups actions.
-
-.. image:: ./media/automated_followups06.png
-  :align: center

accounting/receivables/customer_payments/followup.rst

@@ -1,168 +1,70 @@
-=================================================
-How to get paid and organize customer follow-ups?
-=================================================
-
-Getting paid and organizing customer reminders is always a difficult
-task, however it is critical for the health of the company to stay
-diligent about outstanding receivables. Fortunately, Odoo provides the
-right tools to track receivables, automate customer statements, and
-measure your performance.
-
-Customer follow-ups: A step by step guide
+=========================================
+Follow-up on invoices and get paid faster
 =========================================
 
-Cleaning up outstanding payments
---------------------------------
+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.
 
-If you have any unreconciled transactions in your bank account, you will
-need to process them first before you begin analyzing your customers
-statements. This ensures that you have recorded all of the latest
-customer payments before sending out reminders to any customers with
-outstanding balances.
-
-.. image:: ./media/followup01.png
-  :align: center
-
-Checking the Aged Receivables report
-------------------------------------
-
-After you have reconciled all of your bank accounts, you can then
-generate an accurate Aged Receivables Report from the Reports menu. This
-report will display all of the customers and their outstanding balances
-on open invoices.
-
-.. image:: ./media/followup02.png
-  :align: center
-
-The report displays this information in time increments to better paint
-a picture of the outstanding balances your customers hold and for how
-long they have held these outstanding balances. You can then
-appropriately focus your efforts on the appropriate customers.
-
-You can then select any of the customers on this list and Odoo will open
-up their invoice details in the form of the Customer Follow-Up letter,
-also known as the **Customer Statement**.
-
-.. image:: ./media/followup03.png
-  :align: center
-
-From the customer statement, you can:
-
-- Change and customize the message that is sent to the customer
-
-- Send a reminder email to the customer
-
-- Send a printed reminder letter to the customer
-
-- Send automated printed reminders by utilizing our Docsaway
-  integration
-
-- Zoom in on the different open invoices or payments
-
-- Remove an invoice or payment from the report (in case of conflict)
-
-- Log any call notes made to the customer
-
-- Schedule your next follow up task to stay on top of customer payments
-  (e.g. call back in 15 days if not payments are made)
-
-You can set reminders for when you would like to next contact the
-particular customer. Selecting **Manual** will open up the follow up
-scheduling tool, while selecting **Auto** will automatically recommend that
-you contact the customer 15 days from then if the customer has not yet
-paid for the invoice. Installing the **Follow-Up Plans** module will allow
-you to define automated actions and intervals to send reminders.
-
-.. image:: ./media/followup04.png
-  :align: center
-
-If you have already sent out a reminder to a customer a few days ago, a
-warning message will appear at the top of the screen, reminding you that
-you should not send another reminder so soon since one was already sent
-recently. Every time you log a note, Odoo will automatically set the
-next reminder date, unless you choose to manually set it by selecting
-the next reminder button at the top right of the screen.
+Manage your follow-ups
+======================
 
 .. tip::
-	
-	You can also specify the expected payment date on an invoice line directly,
-	therefore defining the next reminder in case the invoice has not been paid.
+    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.
 
-Sending customer statements
----------------------------
+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.
 
-Send your customers reminders in batches in the menu :menuselection:`Sales -->
-Customer Statements`.
+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.
 
-Here Odoo will open all the statements awaiting to be processed, which
-is determined by the last reminder they received. You can choose to
-process them one by one, send multiple letters or emails in batches, or
-set a next action date for the next time they'll be contacted.
+.. 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`.
 
-.. note::
+You can also set a trust level for your customers by marking them as
+bad, normal or good debtors on the follow-up reports.
 
-	If an invoice has not yet been paid, Odoo will remind you to contact at
-	particular customer based after their next action date.
+.. image:: media/followup01.png
+    :align: center
 
-You can access the customer statement report daily and Odoo will only
-display the customers you need to contact on any given day. This is
-based on:
+Send reminders in batch
+=======================
 
-- Customers you have not yet received a payment from
+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.
 
-- Customers that have not been reminded over the last X days ("X" being
-  defined as the overdue date of the invoice after the first
-  reminder, then the next action date set at every reminder)
+.. image:: media/followup02.png
+    :align: center
 
-Setting up your dunning process
--------------------------------
+Plan a follow-up process
+========================
 
-The **Payment Follow-up Management** module allows you to define
-reminder plans. After installing it from the **Apps** menu, go to the
-**Follow-up Levels** menu in the accounting configuration to set up your
-dunning 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.
 
-Some Examples are:
+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.
 
-- **Email**: 3 days before overdue date
+.. image:: media/followup03.png
+    :align: center
 
-- **Email+Letter**: at the overdue date
-
-- **Email+Call**: 15 days after the overdue date
-
-- **Email+Letter**: 60 days after the overdue date
-
-.. image:: ./media/followup05.png
-  :align: center
-
-Thanks to this module, you can send every email and letters in batches
-for all your customers at once. The next reminder will automatically be
-computed based on your configured follow-up plan.
-
-The module will also add a red/green dot on each customer, this will
-allow you to easily mark customer status's with the following options:
-"Good Debtor, Normal Debtor, or bad debtors.
-
-.. image:: ./media/followup06.png
-  :align: center
-
-DSO: Measuring your performance
-===============================
-
-The DSO (Days of Outstanding Sales) is a measure of the average number
-of days that a company takes to collect revenue after a sale has been
-made. DSO is calculated by dividing the amount of accounts receivable
-during a given period by the total value of credit sales during the same
-period, and multiplying the result by the number of days in the period
-measured.
-
-You can get the DSO of your company from the Executive Summary report
-under Reporting (check the KPI average debtors days).
-
-.. image:: ./media/followup07.png
-  :align: center
-
-.. seealso::
-
-	* :doc:`recording`
-	* :doc:`check`
+.. tip::
+    If you would like to get a reminder before the actual due date,
+    set a negative number of due days.