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[IMP] accounting: adding whatsapp follow-up on invoice

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task-4260085

closes odoo/documentation#12364

X-original-commit: a6796a8a34
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
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afma-odoo
2025-03-07 11:19:45 +00:00
parent 0a6ff0c48f
commit 271b592cbf
1 changed files with 12 additions and 9 deletions
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content/applications/finance/accounting/payments/follow_up.rst
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@@ -5,7 +5,7 @@ Follow-up on invoices
Follow-up messages can be sent to customers when payments are overdue. Odoo helps identify late
payments and allows scheduling and sending the appropriate reminders using **follow-up actions**
according to the number of overdue days. Follow-ups can be sent through different methods, including
email, post, or SMS.
email, WhatsApp message, SMS, or post.
.. seealso::
- `Odoo Tutorials: Payment Follow-up <https://www.youtube.com/watch?v=50qy2ygS7eM>`_
@@ -22,18 +22,19 @@ actions are configured by default.
To modify a follow-up level, click on the record. From the form view, edit the
:guilabel:`Description` or adjust the number of days before a reminder is sent. In the
:guilabel:`Notification` tab, select :guilabel:`Actions` such as :guilabel:`Send Email`, :ref:`Send
a Letter <customer_invoices/snailmail>`, and :ref:`Send SMS Message <pricing/pricing_and_faq>`.
:guilabel:`Notification` tab, select :guilabel:`Actions` such as :guilabel:`Send Email`,
:doc:`Send WhatsApp message </applications/productivity/whatsapp>`, :ref:`Send SMS Message
<pricing/pricing_and_faq>`, and :ref:`Send a Letter <customer_invoices/snailmail>`.
.. note::
Sending letters or SMS messages in Odoo requires :doc:`In-App Purchase (IAP)
Sending letters and WhatsApp or SMS messages in Odoo requires :doc:`In-App Purchase (IAP)
</applications/essentials/in_app_purchase>` credit or tokens.
To use a pre-filled template when sending an email or letter, select a :guilabel:`Content Template`.
To modify it, click the :icon:`oi-arrow-right` :guilabel:`(internal link arrow)` icon next to the
:guilabel:`Content Template` field. If enabled, SMS messages use a specific :guilabel:`Sms Template`
field that can be modified by clicking the :icon:`oi-arrow-right` :guilabel:`(internal link arrow)`
icon.
:guilabel:`Content Template` field. If enabled, WhatsApp and SMS messages use a
specific :guilabel:`WhatsApp Template` or :guilabel:`Sms Template` field that can be modified by
clicking the :icon:`oi-arrow-right` :guilabel:`(internal link arrow)` icon.
Other options can be enabled in the :guilabel:`Options` section within the specific follow-up level:
@@ -87,11 +88,13 @@ the :guilabel:`Send and Print` window:
- :guilabel:`Print`;
- :guilabel:`Email`;
- :guilabel:`WhatsApp`;
- :guilabel:`Sms`;
- :guilabel:`By post`.
Enable the :guilabel:`Attach Invoices` option and change the :guilabel:`Content Template` if needed.
Then, click :guilabel:`Send` or :guilabel:`Send & Print`.
Enable the :guilabel:`Attach Invoices` option, and change the :guilabel:`Content Template`,
:guilabel:`WhatsApp Template`, or :guilabel:`Phone` if needed. Then, click :guilabel:`Send` or
:guilabel:`Send & Print`.
.. seealso::
:doc:`/applications/essentials/in_app_purchase`