Jonathan Castillo (jcs)
c68cc154ed
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#4478
X-original-commit: 14afa1a1a2
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
80 lines
3.4 KiB
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=====================
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Follow-up on invoices
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=====================
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A follow-up message can be sent to customers when a payment is overdue. Odoo helps you identify late
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payments and allows you to schedule and send the appropriate reminders, using **follow-up actions**
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that trigger automatically one or more actions according to the number of overdue days. You can send
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your follow-ups via different means such as email, post, or SMS.
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.. seealso::
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- `Odoo Tutorials: Payment Follow-up <https://www.odoo.com/slides/slide/payment-follow-up-1682>`_
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Configuration
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=============
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To configure a :guilabel:`Follow-Up Action`, go to :menuselection:`Accounting --> Configuration -->
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Follow-up Levels`. Several follow-up actions are available by default, and you can customize them
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any way you want or create new ones to trigger the following actions:
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- Send an email;
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- :ref:`Send an SMS message <pricing/pricing_and_faq>`;
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- Print a letter;
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- :ref:`Send a letter <customer_invoices/snailmail>`;
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- Manual action (creates a task).
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It is also possible to automatically send a reminder by enabling the :guilabel:`Auto Execute`
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option, within a specific :guilabel:`Follow-Up Action`.
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.. tip::
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To send a reminder before the actual due date is reached, set a negative number of due days.
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Follow-up reports
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=================
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The overdue invoices you need to follow up on are available in :menuselection:`Accounting -->
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Customers --> Follow-up Reports`. From there, you can identify all the customers that have late
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unpaid invoices.
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When you open a customer, you see all their unpaid invoices (overdue or not). The due dates of the
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late invoices appear in red. Select the invoices that are not late yet in the :guilabel:`Excluded`
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column to exclude them from the reminder you send.
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It is up to you to decide how to remind your customer. You can select :guilabel:`Print Letter`,
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:guilabel:`Send By Email`, :guilabel:`Send By Post`, :guilabel:`Send By SMS`. Then, click on
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:guilabel:`Done` to view the next follow-up that needs your attention.
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.. note::
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- The contact information available on the invoice or on the contact form is used to send the
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reminder.
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- When the reminder is sent, it is documented in the chatter of the invoice.
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- If it is not the right time for a reminder, you can specify the :guilabel:`Next Reminder Date`
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and click on :guilabel:`Remind me later`. You will get the next report according to the next
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reminder date set on the statement.
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.. tip::
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Reconcile your bank statements right before launching your follow-up process to avoid sending a
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reminder to a customer that has already paid you.
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Debtor's trust level
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--------------------
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To know whether a customer usually pays late or not, you can set a trust level by marking them as
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:guilabel:`Good Debtor`, :guilabel:`Normal Debtor`, or :guilabel:`Bad Debtor` on their follow-up
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report. To do so, click on the bullet next to the customer's name and select a trust level.
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.. image:: follow_up/debtors-trust-level.png
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:alt: Set debtor's trust level
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Send reminders in batches
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-------------------------
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You can send reminder emails in batches from the :guilabel:`Follow-up Reports` page. To do so,
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select all the reports you would like to process, click on the :guilabel:`Action` gear icon, and
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select :guilabel:`Process follow-ups`.
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.. seealso::
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- :doc:`../../../general/in_app_purchase`
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- :doc:`../../../marketing/sms_marketing/pricing/pricing_and_faq`
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- :doc:`../customer_invoices/snailmail`
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