[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#3729

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 01d9f7cdf1
commit fc5dfabf77
5 changed files with 3308 additions and 26 deletions

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.. _customer_invoices/snailmail: .. _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 Sending direct mail can be an effective strategy for grabbing people's attention, especially when
full. Odoo allows you to send invoices and follow-up reports by post, worldwide, directly from their email inboxes are overflowing. With Odoo, you have the ability to send invoices and follow-up
your database. reports through postal mail worldwide, all from within your database.
Set up Snailmail Configuration
================ =============
| Go to :menuselection:`Accounting --> Settings --> Snailmail` and activate the feature. Go to :menuselection:`Accounting --> Configuration --> Settings --> Customer invoices` section to
| If you would like this option to be a default feature, enable *Send by Post* under activate :guilabel:`Snailmail`.
*Default Sending Options*.
.. 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 :align: center
:alt: Under settings enable the snailmail feature in Odoo Accounting :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*. 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.
.. image:: snailmail/invoice_bypost.png
:align: center
:alt: Overview of an invoice and the option send by post available in Odoo Accounting
.. important:: .. important::
Make sure to have your customers address set correctly, and that it includes a country, Your document must respect the following rules to pass the validation before being sent:
before sending the letter.
- 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 Pricing
======= =======
| *Snailmail* is an *In-App Purchase (IAP)* service which requires prepaid stamps (=credits) Snailmail is an :doc:`../../../../general/in_app_purchase` service that requires prepaid stamps
to work. Sending one document consumes one stamp. (=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 To buy stamps, go to :menuselection:`Accounting --> Configuration --> Settings --> Customer
*View my Services*. 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:: .. tip::
- If you are on Odoo Online and have the Enterprise version, you benefit from free trial credits - If you are on Odoo Online and have the Enterprise version, you benefit from free trial credits

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