From 869137651550977278aa83755c34691ad91b41c1 Mon Sep 17 00:00:00 2001 From: "Tom Aarab (toaa)" Date: Tue, 9 May 2023 13:01:04 +0000 Subject: [PATCH] [IMP] accounting: follow-up reports taskid-2057352. Forward to master. closes odoo/documentation#4388 X-original-commit: 767ee598acdb461029953b834df22dc20ee809ad Signed-off-by: Aarab Tom (toaa) --- .../receivables/customer_payments/followup.rst | 15 ++++++++++----- 1 file changed, 10 insertions(+), 5 deletions(-) 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`