[IMP] accounting: Update followup pages for 12.0
This commit is contained in:
Yannick Tivisse
@@ -1,168 +1,70 @@
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How to get paid and organize customer follow-ups?
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=================================================
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Getting paid and organizing customer reminders is always a difficult
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task, however it is critical for the health of the company to stay
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diligent about outstanding receivables. Fortunately, Odoo provides the
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right tools to track receivables, automate customer statements, and
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measure your performance.
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Customer follow-ups: A step by step guide
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=========================================
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Follow-up on invoices and get paid faster
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=========================================
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Cleaning up outstanding payments
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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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If you have any unreconciled transactions in your bank account, you will
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need to process them first before you begin analyzing your customers
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statements. This ensures that you have recorded all of the latest
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customer payments before sending out reminders to any customers with
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outstanding balances.
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.. image:: ./media/followup01.png
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:align: center
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Checking the Aged Receivables report
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------------------------------------
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After you have reconciled all of your bank accounts, you can then
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generate an accurate Aged Receivables Report from the Reports menu. This
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report will display all of the customers and their outstanding balances
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on open invoices.
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.. image:: ./media/followup02.png
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:align: center
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The report displays this information in time increments to better paint
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a picture of the outstanding balances your customers hold and for how
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long they have held these outstanding balances. You can then
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appropriately focus your efforts on the appropriate customers.
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You can then select any of the customers on this list and Odoo will open
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up their invoice details in the form of the Customer Follow-Up letter,
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also known as the **Customer Statement**.
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.. image:: ./media/followup03.png
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:align: center
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From the customer statement, you can:
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- Change and customize the message that is sent to the customer
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- Send a reminder email to the customer
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- Send a printed reminder letter to the customer
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- Send automated printed reminders by utilizing our Docsaway
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integration
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- Zoom in on the different open invoices or payments
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- Remove an invoice or payment from the report (in case of conflict)
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- Log any call notes made to the customer
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- Schedule your next follow up task to stay on top of customer payments
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(e.g. call back in 15 days if not payments are made)
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You can set reminders for when you would like to next contact the
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particular customer. Selecting **Manual** will open up the follow up
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scheduling tool, while selecting **Auto** will automatically recommend that
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you contact the customer 15 days from then if the customer has not yet
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paid for the invoice. Installing the **Follow-Up Plans** module will allow
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you to define automated actions and intervals to send reminders.
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.. image:: ./media/followup04.png
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:align: center
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If you have already sent out a reminder to a customer a few days ago, a
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warning message will appear at the top of the screen, reminding you that
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you should not send another reminder so soon since one was already sent
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recently. Every time you log a note, Odoo will automatically set the
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next reminder date, unless you choose to manually set it by selecting
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the next reminder button at the top right of the screen.
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Manage your follow-ups
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======================
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.. tip::
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You can also specify the expected payment date on an invoice line directly,
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therefore defining the next reminder in case the invoice has not been paid.
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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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Sending customer statements
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---------------------------
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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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Send your customers reminders in batches in the menu :menuselection:`Sales -->
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Customer Statements`.
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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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Here Odoo will open all the statements awaiting to be processed, which
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is determined by the last reminder they received. You can choose to
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process them one by one, send multiple letters or emails in batches, or
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set a next action date for the next time they'll be contacted.
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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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.. note::
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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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If an invoice has not yet been paid, Odoo will remind you to contact at
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particular customer based after their next action date.
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.. image:: media/followup01.png
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:align: center
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You can access the customer statement report daily and Odoo will only
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display the customers you need to contact on any given day. This is
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based on:
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Send reminders in batch
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=======================
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- Customers you have not yet received a payment from
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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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- Customers that have not been reminded over the last X days ("X" being
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defined as the overdue date of the invoice after the first
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reminder, then the next action date set at every reminder)
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.. image:: media/followup02.png
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:align: center
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Setting up your dunning process
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-------------------------------
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Plan a follow-up process
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========================
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The **Payment Follow-up Management** module allows you to define
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reminder plans. After installing it from the **Apps** menu, go to the
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**Follow-up Levels** menu in the accounting configuration to set up your
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dunning process.
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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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Some Examples are:
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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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- **Email**: 3 days before overdue date
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.. image:: media/followup03.png
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:align: center
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- **Email+Letter**: at the overdue date
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- **Email+Call**: 15 days after the overdue date
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- **Email+Letter**: 60 days after the overdue date
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.. image:: ./media/followup05.png
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:align: center
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Thanks to this module, you can send every email and letters in batches
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for all your customers at once. The next reminder will automatically be
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computed based on your configured follow-up plan.
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The module will also add a red/green dot on each customer, this will
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allow you to easily mark customer status's with the following options:
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"Good Debtor, Normal Debtor, or bad debtors.
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.. image:: ./media/followup06.png
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:align: center
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DSO: Measuring your performance
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===============================
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The DSO (Days of Outstanding Sales) is a measure of the average number
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of days that a company takes to collect revenue after a sale has been
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made. DSO is calculated by dividing the amount of accounts receivable
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during a given period by the total value of credit sales during the same
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period, and multiplying the result by the number of days in the period
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measured.
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You can get the DSO of your company from the Executive Summary report
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under Reporting (check the KPI average debtors days).
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.. image:: ./media/followup07.png
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:align: center
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.. seealso::
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* :doc:`recording`
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* :doc:`check`
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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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