71 lines
2.6 KiB
ReStructuredText
71 lines
2.6 KiB
ReStructuredText
=========================================
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Follow-up on invoices and get paid faster
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=========================================
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It is essential for your business to collect payments when they are
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overdue. Odoo will help you identify payments that are late and will
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allow you to send the appropriate reminders.
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Manage your follow-ups
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======================
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.. tip::
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We recommend that you reconcile your bank statements before
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launching your follow-up process. It will avoid you the trouble of
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sending a statement to a customer that has already paid you.
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The overdue invoices you need to follow-up on are available by default
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in :menuselection:`Accounting --> Sales --> Follow-up Reports`. There,
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you can easily send a reminder by email or print it as a letter. Then,
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you can click on the *Done* button to view the next follow-up that
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needs your attention.
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Otherwise, if now is not the time for a reminder, click on *Remind me
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later*. You will get the next report according to the *Next Reminder
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Date* set on the statement.
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.. tip::
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To avoid sending too many reminders in a short period of time,
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change the number of days calculated between each report by going to
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:menuselection:`Accounting --> Configuration --> Settings --> Payment
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Follow-up`.
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You can also set a trust level for your customers by marking them as
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bad, normal or good debtors on the follow-up reports.
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.. image:: media/followup01.png
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:align: center
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Send reminders in batch
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=======================
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To get your follow-up process easier, you can send reminder emails in
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batch from your follow-up reports page. Select all the reports you would
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like to process, click on *Action* and then on *Process Follow-ups*.
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A pdf document containing all of the follow-up letters for you to print
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will also be automatically generated.
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.. image:: media/followup02.png
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:align: center
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Plan a follow-up process
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========================
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To plan a follow-up process, go to :menuselection:`Accounting -->
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Configuration --> Settings` and activate the *Follow-up Levels*
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feature under the *Customer Payments* section. Then, click on the new
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*Follow-up Levels* button that has appeared on your settings page.
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A follow-up plan with several actions is available by default in Odoo,
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but you can customize it any way you want. Depending on a specific
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number of overdue days, plan to send an email, a letter or to undertake
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a manual action. You can also edit the template used for the statement
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according to the stage of the process.
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.. image:: media/followup03.png
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:align: center
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.. tip::
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If you would like to get a reminder before the actual due date,
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set a negative number of due days.
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