[IMP] accounting: update the follow-up information

Task ID: 2735445

closes odoo/documentation#2076

X-original-commit: ffc23483ca
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Pirlot Donatienne (dopi) <dopi@odoo.com>

content/applications/finance/accounting/receivables/customer_invoices/snailmail.rst

@@ -1,3 +1,5 @@
+.. _customer_invoices/snailmail:
+
 ======================================
 Send your invoices by post (Snailmail)
 ======================================

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 <https://www.odoo.com/slides/slide/payment-follow-up-1682>`_
+
+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 <pricing/pricing_and_faq>`
+- Print a Letter
+- :ref:`Send a Letter <customer_invoices/snailmail>`
+- 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`.

content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst

@@ -1,3 +1,5 @@
+.. _pricing/pricing_and_faq:
+
 ===================
 SMS Pricing and FAQ
 ===================