[IMP] Customer Invoices / Snailmail

task-5112430

Snailmail:
- updated the settings screenshot to 18.0
- removed the sentence on how to use snailmail by default for sending invoices
  (it changed in 18.0 and is now explained in Customer Invoices)
- Added a link to the Invoice Sending section of Customer Invoices in
  'See Also'.

Customer Invoices:
- changed 'Print & Send' to just 'Send'.

closes odoo/documentation#15310

X-original-commit: 587a1e15da
Signed-off-by: Antoine Dupuis (andu) <andu@odoo.com>

content/applications/finance/accounting/customer_invoices.rst

@@ -108,7 +108,7 @@ method in the :guilabel:`Customer Invoices` section.
 
 To send the invoice to the customer, navigate back to the invoice record and follow these steps:
 
-#. Click :guilabel:`Print & Send`.
+#. Click :guilabel:`Send`.
 #. If the :ref:`default invoice layout <studio/pdf-reports/default-layout>` has not been customized
    yet, a :guilabel:`Configure your document layout` pop-up window appears. Configure the layout and
    click :guilabel:`Continue`.
@@ -120,15 +120,15 @@ To send the invoice to the customer, navigate back to the invoice record and fol
         to :menuselection:`Accounting --> Configuration --> Settings`, scroll down to the
         :guilabel:`Customer Payments` section, and enable/disable the :guilabel:`QR Codes` option.
 
-#. In the :guilabel:`Print & Send` window:
+#. In the :guilabel:`Send` window:
 
    - If a preferred :guilabel:`Invoice sending` method was set in the contact form, it is selected
      by default. Select another one if needed.
    - If no preferred :guilabel:`Invoice sending` method was set in the contact form, select the
      method to use for sending the invoice to the customer.
 
-#. Click :guilabel:`Print & Send` if the :guilabel:`by Email` option is selected, or click
+#. Click :guilabel:`Send` if the :guilabel:`by Email` option is selected, or click
-   :guilabel:`Print`.
+   :guilabel:`Download`.
 
 .. _accounting/invoice/sending-multiple-invoices:
 
@@ -136,8 +136,8 @@ Sending multiple invoices
 -------------------------
 
 To send and print multiple invoices, go to :menuselection:`Accounting --> Customers --> Invoices`,
-select them in the :guilabel:`Invoices` list view and click :guilabel:`Print & Send`. The
+select them in the :guilabel:`Invoices` list view and click :guilabel:`Send`. The
-:guilabel:`Print & Send` window displays the selected invoice sending methods based on the preferred
+:guilabel:`Send` window displays the selected invoice sending methods based on the preferred
 method set.
 
 A banner is added to the selected invoices to indicate they are part of an ongoing send and print

content/applications/finance/accounting/customer_invoices/snailmail.rst

@@ -11,45 +11,45 @@ reports through postal mail worldwide, all from within your database.
 Configuration
 =============
 
-Go to :menuselection:`Accounting --> Configuration --> Settings --> Customer invoices` section to
+Go to :menuselection:`Accounting --> Configuration --> Settings` and scroll down to the
-activate :guilabel:`Snailmail`.
+:guilabel:`Customer Invoices` section to activate :guilabel:`Snailmail`.
 
-To make it a by-default feature, select :guilabel:`Send by Post` in the :guilabel:`Default Sending
+.. tip::
-Options` section.
+   Set a preferred :ref:`invoice sending <accounting/invoice/sending>` method in the
+   :guilabel:`Accounting` tab of a contact to use it by default.
 
-.. image:: snailmail/setup-snailmail.png
+Sending invoices by post
-   :align: center
+========================
-   :alt: Under settings enable the snailmail feature in Odoo Accounting
 
-Send invoices by post
+In the invoice form view, ensure the :guilabel:`Customer` address is correct and has the country
-=====================
+set. Click :guilabel:`Send`, select :guilabel:`by Post`, then :guilabel:`Send` the letter.
-
-Open your invoice, click on :guilabel:`Send & Print` and select :guilabel:`Send by Post`. Make sure
-your customer’s address is set correctly, including the country, before sending the letter.
 
 .. important::
-   Your document must respect the following rules to pass the validation before being sent:
+   Documents sent via snailmail must respect the following rules:
 
-   - Margins must be **5 mm** on all sides. As Odoo forces the outer margins by filling them with
+   - The paper format must be **A4**.
-     white before sending the snailmail, it can results in the user's custom being cut off if it
+   - Margins must be at least **5 mm** on all sides. To configure margins, activate the
-     protrudes into the margins. To check the margins, activate the :ref:`developer mode
+     :ref:`developer mode <developer-mode>` and go to :menuselection:`Settings --> Technical -->
-     <developer-mode>`, go to :menuselection:`General Settings --> Technical --> Reporting
+     Paper Format`.
-     section: Paper Format`.
+   - A square of **15mm by 15mm** on the bottom left corner must remain clear.
-   - A square of **15mm by 15mm** on the bottom left corner has to stay clear.
+   - Odoo fills these areas with white before sending the letter; any overflowing content will be
-   - The postage area has to stay clear (:download:`download the snailmail PDF template
+     cut.
-     <snailmail/snailmail-template.pdf>` for more details).
+   - The **postage area** must remain clear (download the :download:`snailmail PDF template
-   - Pingen (Odoo Snailmail service provider) scans the area to process the address, so if something
+     <snailmail/snailmail-template.pdf>` for details).
-     gets written outside the area, it is not counted as part of the address.
+   - Pingen (Odoo's snailmail service provider) scans the **address area** to obtain the address.
+     Any text outside the address area is not considered part of the address.
 
 Pricing
 =======
 
 Snailmail is an :doc:`/applications/essentials/in_app_purchase` service that requires prepaid stamps
-(=credits) to work. Sending one document consumes one stamp.
+(credits) to work. Sending one document consumes one stamp.
 
-To buy stamps, go to :menuselection:`Accounting --> Configuration --> Settings --> Customer
+To buy stamps, go to :menuselection:`Accounting --> Configuration --> Settings`, scroll down to the
-invoices: Snailmail`, click on :guilabel:`Buy credits`, or go to :menuselection:`Settings --> In-App
+:guilabel:`Snailmail` section, and click :guilabel:`Buy credits`.
-Purchases: Odoo IAP`, and click on :guilabel:`View my Services`.
 
 .. seealso::
-   `Odoo's IAP Privacy Policy <https://iap.odoo.com/privacy#header_4>`_
+   - :ref:`accounting/invoice/sending`
+   - `Odoo's IAP Privacy Policy <https://iap.odoo.com/privacy#header_4>`_
+   - `Pingen's layout requirements <https://help.pingen.com/en/templates-and-postal-requirements/
+     letter-standards>`_