[IMP] accounting: improving snailmail documentation
Id: 3099154
X-original-commit: 3bb3acbb42
Debug mode should be activated in V15 and V16 to modify the paper format
closes odoo/documentation#3727
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Pirlot Donatienne (dopi) <dopi@odoo.com>
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.. _customer_invoices/snailmail:
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======================================
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Send your invoices by post (Snailmail)
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======================================
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=========
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Snailmail
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=========
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Direct mail is a great way to capture individuals’ attention at a time where inboxes are always
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full. Odoo allows you to send invoices and follow-up reports by post, worldwide, directly from
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your database.
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Sending direct mail can be an effective strategy for grabbing people's attention, especially when
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their email inboxes are overflowing. With Odoo, you have the ability to send invoices and follow-up
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reports through postal mail worldwide, all from within your database.
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Set up Snailmail
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================
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Configuration
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=============
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| Go to :menuselection:`Accounting --> Settings --> Snailmail` and activate the feature.
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| If you would like this option to be a default feature, enable *Send by Post* under
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*Default Sending Options*.
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Go to :menuselection:`Accounting --> Configuration --> Settings --> Customer invoices` section to
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activate :guilabel:`Snailmail`.
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.. image:: snailmail/setup_snailmail.png
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To make it a by-default feature, select :guilabel:`Send by Post` in the :guilabel:`Default Sending
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Options` section.
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.. image:: snailmail/setup-snailmail.png
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:align: center
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:alt: Under settings enable the snailmail feature in Odoo Accounting
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Send your invoices by post
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--------------------------
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Send invoices by post
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=====================
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Open your Invoice, click on the *Send & Print* button and select *Send by Post*.
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.. image:: snailmail/invoice_bypost.png
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:align: center
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:alt: Overview of an invoice and the option send by post available in Odoo Accounting
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Open your invoice, click on :guilabel:`Send & Print` and select :guilabel:`Send by Post`. Make sure
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your customer’s address is set correctly, including the country, before sending the letter.
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.. important::
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Make sure to have your customer’s address set correctly, and that it includes a country,
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before sending the letter.
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Your document must respect the following rules to pass the validation before being sent:
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- Margins must be **5 mm** on all sides. As Odoo forces the outer margins by filling them with
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white before sending the snailmail, it can results in the user's custom being cut off if it
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protrudes into the margins. To check the margins, activate the :ref:`developer mode
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<developer-mode>`, go to :menuselection:`General Settings --> Technical --> Reporting
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section: Paper Format`.
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- A square of **15mm by 15mm** on the bottom left corner has to stay clear.
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- The postage area has to stay clear (click :download:`here <snailmail/snailmail-template.pdf>`
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to get more info about the area).
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- Pingen (Odoo Snailmail service provider) scans the area to process the address, so if something
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gets written outside the area, it is not counted as part of the address.
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Pricing
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=======
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| *Snailmail* is an *In-App Purchase (IAP)* service which requires prepaid stamps (=credits)
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to work. Sending one document consumes one stamp.
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| To buy stamps, go to :menuselection:`Accounting --> Configuration --> Settings --> Snailmail`
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and click on *Buy credits*, or go to :menuselection:`Settings --> Odoo IAP` and click on
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*View my Services*.
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Snailmail is an :doc:`../../../../general/in_app_purchase` service that requires prepaid stamps
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(=credits) to work. Sending one document consumes one stamp.
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To buy stamps, go to :menuselection:`Accounting --> Configuration --> Settings --> Customer
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invoices: Snailmail`, click on :guilabel:`Buy credits`, or go to :menuselection:`Settings --> In-App
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Purchases: Odoo IAP`, and click on :guilabel:`View my Services`.
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.. tip::
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- If you are on Odoo Online and have the Enterprise version, you benefit from free trial credits
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