From 6b70a0207b4a8a1aa766388899c7404ad2f17324 Mon Sep 17 00:00:00 2001 From: "Tom Aarab (toaa)" Date: Fri, 12 May 2023 13:43:39 +0200 Subject: [PATCH] [IMP] Accounting: follow-up reports taskid-3316301. Forward to master. X-original-commit: 48f3417b7c38274e31ebcf4f9adedb5811a69e32 --- .../customer_payments/followup.rst | 63 ++++++++++++------- 1 file changed, 40 insertions(+), 23 deletions(-) diff --git a/content/applications/finance/accounting/receivables/customer_payments/followup.rst b/content/applications/finance/accounting/receivables/customer_payments/followup.rst index 6a706bb790..d0f7fb87a3 100644 --- a/content/applications/finance/accounting/receivables/customer_payments/followup.rst +++ b/content/applications/finance/accounting/receivables/customer_payments/followup.rst @@ -3,7 +3,7 @@ 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** +payments and allows you to schedule and send the appropriate reminders using **follow-up actions** that trigger automatically 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. @@ -14,17 +14,28 @@ Configuration ============= To configure a :guilabel:`Follow-Up Action`, go to :menuselection:`Accounting --> Configuration --> -Follow-up Levels`. Several follow-up actions are available by default, and you can customize them -any way you want or create new ones to trigger the following actions: +Follow-up Levels`. Several follow-up actions are available by default under the +:guilabel:`Notification`, but you can create new ones if required, and can change the **name** and +the **number of days** after which the follow-up actions are triggered. The follow-up +:guilabel:`Actions` available are: -- Send an email; -- :ref:`Send an SMS message `; -- Print a letter; -- :ref:`Send a letter `; -- Manual action (creates a task). +- :guilabel:`Send Email`; +- :ref:`Send a Letter `; +- :ref:`Send an SMS message `. -It is also possible to automatically send a reminder by enabling the :guilabel:`Auto Execute` -option, within a specific :guilabel:`Follow-Up Action`. +You can use a pre-filled template for your messages by selecting a :guilabel:`Content Template`. To +change the template used, hover over the 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, it's possible to schedule activities (tasks). That way, +when the follow-up is triggered, an activity is automatically scheduled. 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:: To send a reminder before the actual due date is reached, set a negative number of due days. @@ -32,26 +43,32 @@ option, within a specific :guilabel:`Follow-Up Action`. Follow-up reports ================= -The overdue invoices you need to follow up on are available in :menuselection:`Accounting --> -Customers --> Follow-up Reports`. From there, you can identify all the customers that have late -unpaid invoices. +Overdue invoices you need to follow up on are available in :menuselection:`Accounting --> Customers +--> Follow-up Reports`. By default, Odoo filters by :guilabel:`Customer Invoices` that are +:guilabel:`In need of action`. + +When selecting an invoice, you can see all of the customer's unpaid invoices (overdue or not), with +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 :`Manual` reminders +as well as a :guilabel:`Responsible` person for that customer. -When you open a customer, you see all their unpaid invoices (overdue or not). The due dates of the -late invoices appear in red. Select the invoices that are not late yet in the :guilabel:`Excluded` -column to exclude them from the reminder you send. +To send reminders, click on :guilabel:`Follow up`, and select the action(s) you want to perform +from: -It is up to you to decide how to remind your customer. You can select :guilabel:`Print Letter`, -:guilabel:`Send By Email`, :guilabel:`Send By Post`, :guilabel:`Send By SMS`. Then, click on -:guilabel:`Done` to view the next follow-up that needs your attention. +- :guilabel:`Print`; +- :guilabel:`Email`; +- :guilabel:`Sms`; +- :guilabel:`By post`. + +You can :guilabel:`Attach Invoices` and change the templates of the content from this view. When +done, click :guilabel:`Send` or :guilabel:`Send & Print`. .. note:: - The contact information available on the invoice or on 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` - and click on :guilabel:`Remind me later`. You will get the next report according to the next - reminder date set on the statement. - + - 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 your bank statements right before launching your follow-up process to avoid sending a reminder to a customer that has already paid you.