[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#3731

X-original-commit: 64aaa6f784
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Pirlot Donatienne (dopi) <dopi@odoo.com>
This commit is contained in:
Donatienne Pirlot 2023-02-27 14:36:55 +00:00
parent a6fb221a75
commit d85715a176
5 changed files with 3308 additions and 26 deletions

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@ -1,45 +1,55 @@
.. _customer_invoices/snailmail:
======================================
Send your invoices by post (Snailmail)
======================================
=========
Snailmail
=========
Direct mail is a great way to capture individuals attention at a time where inboxes are always
full. Odoo allows you to send invoices and follow-up reports by post, worldwide, directly from
your database.
Sending direct mail can be an effective strategy for grabbing people's attention, especially when
their email inboxes are overflowing. With Odoo, you have the ability to send invoices and follow-up
reports through postal mail worldwide, all from within your database.
Set up Snailmail
================
Configuration
=============
| Go to :menuselection:`Accounting --> Settings --> Snailmail` and activate the feature.
| If you would like this option to be a default feature, enable *Send by Post* under
*Default Sending Options*.
Go to :menuselection:`Accounting --> Configuration --> Settings --> Customer invoices` section to
activate :guilabel:`Snailmail`.
.. image:: snailmail/setup_snailmail.png
To make it a by-default feature, select :guilabel:`Send by Post` in the :guilabel:`Default Sending
Options` section.
.. image:: snailmail/setup-snailmail.png
:align: center
:alt: Under settings enable the snailmail feature in Odoo Accounting
Send your invoices by post
--------------------------
Send invoices by post
=====================
Open your Invoice, click on the *Send & Print* button and select *Send by Post*.
.. image:: snailmail/invoice_bypost.png
:align: center
:alt: Overview of an invoice and the option send by post available in Odoo Accounting
Open your invoice, click on :guilabel:`Send & Print` and select :guilabel:`Send by Post`. Make sure
your customers address is set correctly, including the country, before sending the letter.
.. important::
Make sure to have your customers address set correctly, and that it includes a country,
before sending the letter.
Your document must respect the following rules to pass the validation before being sent:
- Margins must be **5 mm** on all sides. As Odoo forces the outer margins by filling them with
white before sending the snailmail, it can results in the user's custom being cut off if it
protrudes into the margins. To check the margins, activate the :ref:`developer mode
<developer-mode>`, go to :menuselection:`General Settings --> Technical --> Reporting
section: Paper Format`.
- A square of **15mm by 15mm** on the bottom left corner has to stay clear.
- The postage area has to stay clear (click :download:`here <snailmail/snailmail-template.pdf>`
to get more info about the area).
- Pingen (Odoo Snailmail service provider) scans the area to process the address, so if something
gets written outside the area, it is not counted as part of the address.
Pricing
=======
| *Snailmail* is an *In-App Purchase (IAP)* service which requires prepaid stamps (=credits)
to work. Sending one document consumes one stamp.
| To buy stamps, go to :menuselection:`Accounting --> Configuration --> Settings --> Snailmail`
and click on *Buy credits*, or go to :menuselection:`Settings --> Odoo IAP` and click on
*View my Services*.
Snailmail is an :doc:`../../../../general/in_app_purchase` service that requires prepaid stamps
(=credits) to work. Sending one document consumes one stamp.
To buy stamps, go to :menuselection:`Accounting --> Configuration --> Settings --> Customer
invoices: Snailmail`, click on :guilabel:`Buy credits`, or go to :menuselection:`Settings --> In-App
Purchases: Odoo IAP`, and click on :guilabel:`View my Services`.
.. tip::
- If you are on Odoo Online and have the Enterprise version, you benefit from free trial credits

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