[MOV] accounting: restructuration of the accounting documentation

This commit improves the structure of the accounting documentation by - reducing the levels necessary to reach the information - grouping some docs - moving content to their parent category page (content in all levels) - renaming some sections to reflect the structure of the app better task-3330093 closes odoo/documentation#4477 Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-05-12 10:52:05 +00:00
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+=====================
+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 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.
+
+.. 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`. 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:
+
+- Send an email;
+- :ref:`Send an SMS message <pricing/pricing_and_faq>`;
+- Print a letter;
+- :ref:`Send a letter <customer_invoices/snailmail>`;
+- Manual action (creates a task).
+
+It is also possible to automatically send a reminder by enabling the :guilabel:`Auto Execute`
+option, within a specific :guilabel:`Follow-Up Action`.
+
+.. tip::
+   To send a reminder before the actual due date is reached, set a negative number of due days.
+
+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.
+
+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.
+
+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.
+
+.. 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.
+
+.. 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.
+
+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/debtors-trust-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:`../../../general/in_app_purchase`
+   - :doc:`../../../marketing/sms_marketing/pricing/pricing_and_faq`
+   - :doc:`../customer_invoices/snailmail`