diff --git a/content/applications/finance/accounting/customer_invoices.rst b/content/applications/finance/accounting/customer_invoices.rst index 6e475f4822..2039b0c530 100644 --- a/content/applications/finance/accounting/customer_invoices.rst +++ b/content/applications/finance/accounting/customer_invoices.rst @@ -108,7 +108,7 @@ method in the :guilabel:`Customer Invoices` section. To send the invoice to the customer, navigate back to the invoice record and follow these steps: -#. Click :guilabel:`Print & Send`. +#. Click :guilabel:`Send`. #. If the :ref:`default invoice layout ` has not been customized yet, a :guilabel:`Configure your document layout` pop-up window appears. Configure the layout and click :guilabel:`Continue`. @@ -120,15 +120,15 @@ To send the invoice to the customer, navigate back to the invoice record and fol to :menuselection:`Accounting --> Configuration --> Settings`, scroll down to the :guilabel:`Customer Payments` section, and enable/disable the :guilabel:`QR Codes` option. -#. In the :guilabel:`Print & Send` window: +#. In the :guilabel:`Send` window: - If a preferred :guilabel:`Invoice sending` method was set in the contact form, it is selected by default. Select another one if needed. - If no preferred :guilabel:`Invoice sending` method was set in the contact form, select the method to use for sending the invoice to the customer. -#. Click :guilabel:`Print & Send` if the :guilabel:`by Email` option is selected, or click - :guilabel:`Print`. +#. Click :guilabel:`Send` if the :guilabel:`by Email` option is selected, or click + :guilabel:`Download`. .. _accounting/invoice/sending-multiple-invoices: @@ -136,8 +136,8 @@ Sending multiple invoices ------------------------- To send and print multiple invoices, go to :menuselection:`Accounting --> Customers --> Invoices`, -select them in the :guilabel:`Invoices` list view and click :guilabel:`Print & Send`. The -:guilabel:`Print & Send` window displays the selected invoice sending methods based on the preferred +select them in the :guilabel:`Invoices` list view and click :guilabel:`Send`. The +:guilabel:`Send` window displays the selected invoice sending methods based on the preferred method set. A banner is added to the selected invoices to indicate they are part of an ongoing send and print diff --git a/content/applications/finance/accounting/customer_invoices/snailmail.rst b/content/applications/finance/accounting/customer_invoices/snailmail.rst index 2b0485d872..5a7313c402 100644 --- a/content/applications/finance/accounting/customer_invoices/snailmail.rst +++ b/content/applications/finance/accounting/customer_invoices/snailmail.rst @@ -11,35 +11,33 @@ reports through postal mail worldwide, all from within your database. Configuration ============= -Go to :menuselection:`Accounting --> Configuration --> Settings --> Customer invoices` section to -activate :guilabel:`Snailmail`. +Go to :menuselection:`Accounting --> Configuration --> Settings` and scroll down to the +:guilabel:`Customer Invoices` section to activate :guilabel:`Snailmail`. -To make it a by-default feature, select :guilabel:`Send by Post` in the :guilabel:`Default Sending -Options` section. +.. tip:: + Set a preferred :ref:`invoice sending ` method in the + :guilabel:`Accounting` tab of a contact to use it by default. -.. image:: snailmail/setup-snailmail.png - :align: center - :alt: Under settings enable the snailmail feature in Odoo Accounting +Sending invoices by post +======================== -Send invoices by post -===================== - -Open your invoice, click on :guilabel:`Send & Print` and select :guilabel:`Send by Post`. Make sure -your customer’s address is set correctly, including the country, before sending the letter. +In the invoice form view, ensure the :guilabel:`Customer` address is correct and has the country +set. Click on :guilabel:`Send`, select :guilabel:`by Post`, then :guilabel:`Send` the letter. .. important:: - 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 - `, 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 (:download:`download the snailmail PDF template - ` for more details). - - 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. + Documents sent via snailmail must respect the following rules: + + - The paper format must be **A4**. + - Margins must be at least **5 mm** on all sides. To configure margins, activate the + :ref:`developer mode ` and go to :menuselection:`Settings --> Technical --> + Paper Format`. + - A square of **15mm by 15mm** on the bottom left corner must remain clear. + - Odoo fills these areas with white before sending the letter; any overflowing content will be + cut. + - The **postage area** must remain clear (download the :download:`snailmail PDF template + ` for details). + - Pingen (Odoo's snailmail service provider) scans the **address area** to obtain the address. + Any text outside the address area is not considered part of the address. Pricing ======= @@ -47,9 +45,11 @@ Pricing Snailmail is an :doc:`/applications/essentials/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`. +To buy stamps, go to :menuselection:`Accounting --> Configuration --> Settings`, scroll down to the +:guilabel:`Snailmail` section, and click on :guilabel:`Buy credits`. .. seealso:: - `Odoo's IAP Privacy Policy `_ + - :ref:`accounting/invoice/sending` + - `Odoo's IAP Privacy Policy `_ + - `Pingen's layout requirements ` diff --git a/content/applications/finance/accounting/customer_invoices/snailmail/setup-snailmail.png b/content/applications/finance/accounting/customer_invoices/snailmail/setup-snailmail.png deleted file mode 100644 index 6da072ea96..0000000000 Binary files a/content/applications/finance/accounting/customer_invoices/snailmail/setup-snailmail.png and /dev/null differ