diff --git a/content/applications/finance/accounting/receivables/customer_payments/followup.rst b/content/applications/finance/accounting/receivables/customer_payments/followup.rst index 9c1a9de83..6a706bb79 100644 --- a/content/applications/finance/accounting/receivables/customer_payments/followup.rst +++ b/content/applications/finance/accounting/receivables/customer_payments/followup.rst @@ -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 ` -- Print a Letter -- :ref:`Send a Letter ` -- Manual Action (creates a task) +- 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`. @@ -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`