diff --git a/content/applications/finance/accounting/receivables/customer_invoices/snailmail.rst b/content/applications/finance/accounting/receivables/customer_invoices/snailmail.rst index bdda6e9ad..db7310463 100644 --- a/content/applications/finance/accounting/receivables/customer_invoices/snailmail.rst +++ b/content/applications/finance/accounting/receivables/customer_invoices/snailmail.rst @@ -1,3 +1,5 @@ +.. _customer_invoices/snailmail: + ====================================== Send your invoices by post (Snailmail) ====================================== diff --git a/content/applications/finance/accounting/receivables/customer_payments/followup.rst b/content/applications/finance/accounting/receivables/customer_payments/followup.rst index 0607f2846..9c1a9de83 100644 --- a/content/applications/finance/accounting/receivables/customer_payments/followup.rst +++ b/content/applications/finance/accounting/receivables/customer_payments/followup.rst @@ -1,70 +1,75 @@ -========================================= -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 `_ + +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 ` +- Print a Letter +- :ref:`Send a Letter ` +- 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`. diff --git a/content/applications/finance/accounting/receivables/customer_payments/followup/followup01.png b/content/applications/finance/accounting/receivables/customer_payments/followup/debtors-trust-level.png similarity index 100% rename from content/applications/finance/accounting/receivables/customer_payments/followup/followup01.png rename to content/applications/finance/accounting/receivables/customer_payments/followup/debtors-trust-level.png diff --git a/content/applications/finance/accounting/receivables/customer_payments/followup/followup02.png b/content/applications/finance/accounting/receivables/customer_payments/followup/followup02.png deleted file mode 100644 index c4e318683..000000000 Binary files a/content/applications/finance/accounting/receivables/customer_payments/followup/followup02.png and /dev/null differ diff --git a/content/applications/finance/accounting/receivables/customer_payments/followup/followup03.png b/content/applications/finance/accounting/receivables/customer_payments/followup/followup03.png deleted file mode 100644 index 5a3d70658..000000000 Binary files a/content/applications/finance/accounting/receivables/customer_payments/followup/followup03.png and /dev/null differ diff --git a/content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst b/content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst index 8049e8c1e..8cb901b8d 100644 --- a/content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst +++ b/content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst @@ -1,3 +1,5 @@ +.. _pricing/pricing_and_faq: + =================== SMS Pricing and FAQ ===================