===================== 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 `_ 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 ` - Print a Letter - :ref:`Send a Letter ` - 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:: followup/debtors-trust-level.png :align: center :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`.