96 lines
4.3 KiB
ReStructuredText
96 lines
4.3 KiB
ReStructuredText
=====================
|
|
Follow-up on invoices
|
|
=====================
|
|
|
|
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 automatically trigger 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.
|
|
|
|
.. 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`, and select or create (a) new follow-up level(s). Several follow-up actions are
|
|
available by default under the :guilabel:`Notification` tab, and the **name** as well as the
|
|
**number of days** can be changed. The follow-up :guilabel:`Actions` available are:
|
|
|
|
- :guilabel:`Send Email`;
|
|
- :ref:`Send a Letter <customer_invoices/snailmail>`;
|
|
- :ref:`Send an SMS message <pricing/pricing_and_faq>`.
|
|
|
|
You can use a pre-filled template for your messages by selecting a :guilabel:`Content Template`. To
|
|
change the template used, hover over the field and click the :guilabel:`-->`. If enabled, SMS
|
|
messages have a specific :guilabel:`Sms Template` field.
|
|
|
|
It is possible to automatically send a reminder by enabling the :guilabel:`Automatic` option, and
|
|
attaching the *open* invoice(s) by enabling :guilabel:`Attach Invoices`, within a specific follow-up
|
|
action.
|
|
|
|
By clicking on the :guilabel:`Activity` tab, scheduling activities (tasks) is possible. That way,
|
|
an activity is automatically scheduled when the follow-up is triggered. To do so, enable
|
|
:guilabel:`Schedule Activity`, and select a :guilabel:`Responsible` person for the task. Choose an
|
|
:guilabel:`Activity Type`, and enter a :guilabel:`Summary` on how to handle the activity, if
|
|
desired.
|
|
|
|
.. tip::
|
|
Set a negative number of days to send a reminder before the actual due date.
|
|
|
|
Follow-up reports
|
|
=================
|
|
|
|
Overdue invoices you need to follow up on are available in :menuselection:`Accounting --> Customers
|
|
--> Follow-up Reports`. By default, Odoo filters by :guilabel:`Overdue Invoices`, but you can also
|
|
filter by :guilabel:`In need of action` in the :guilabel:`Filters` menu.
|
|
|
|
When selecting an invoice, you can see all of the customer's unpaid invoices (overdue or not), with
|
|
the due dates of late invoices appearing in red. You can exclude invoices from a reminder by
|
|
clicking :guilabel:`Exclude from Follow-ups`. You can set either :guilabel:`Automatic` or
|
|
:guilabel:`Manual` reminders as well as a :guilabel:`Responsible` person for that customer.
|
|
|
|
To send reminders, click on :guilabel:`Follow up`, and select the action(s) you want to perform
|
|
from:
|
|
|
|
- :guilabel:`Print`;
|
|
- :guilabel:`Email`;
|
|
- :guilabel:`Sms`;
|
|
- :guilabel:`By post`.
|
|
|
|
You can :guilabel:`Attach Invoices` and change the content templates from this view. When done,
|
|
click :guilabel:`Send` or :guilabel:`Send & Print`.
|
|
|
|
.. note::
|
|
- The contact information on the invoice or 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.
|
|
You will get the next report according to the next reminder date set.
|
|
|
|
.. tip::
|
|
Reconcile all bank statements right before launching the follow-up process to avoid sending a
|
|
reminder to a customer that has already paid.
|
|
|
|
Debtor's trust level
|
|
--------------------
|
|
|
|
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:: follow_up/debtor-level.png
|
|
:alt: Set debtor's trust level
|
|
|
|
Send reminders in batches
|
|
-------------------------
|
|
|
|
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`.
|
|
|
|
.. seealso::
|
|
- :doc:`/applications/essentials/in_app_purchase`
|
|
- :doc:`/applications/marketing/sms_marketing/pricing_and_faq`
|
|
- :doc:`../customer_invoices/snailmail`
|