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[IMP] accounting: adding info about the follow-up report

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task-4260085

closes odoo/documentation#12802

X-original-commit: 8279965216
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
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afma-odoo
2025-04-02 08:37:38 +00:00
parent 8131718a13
commit cfd92b830a
1 changed files with 33 additions and 11 deletions
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content/applications/finance/accounting/payments/follow_up.rst
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@@ -77,24 +77,24 @@ Invoices` to have a detailed list of the overdue invoices.
Additional options can be set:
- :guilabel:`Reminders`: :guilabel:`Automatic` or :guilabel:`Manual`.
- :guilabel:`Reminders`: These are either :guilabel:`Automatic` or :guilabel:`Manual`.
- :guilabel:`Next reminder`: The date by which the next follow-up actions should be taken is
automatically set when follow-ups are processed, but can be manually adjusted if needed.
- :guilabel:`Responsible`: The user handling follow-up actions, who is automatically added as a
follower in the chatter.
- :guilabel:`Responsible`: The user who handles the follow-up actions.
To manually send a payment reminder to a customer, click :guilabel:`Send` and select the actions in
the :guilabel:`Send and Print` window:
- :guilabel:`Print`;
- :guilabel:`Email`;
- :guilabel:`WhatsApp`;
- :guilabel:`Sms`;
- :guilabel:`By post`.
- :guilabel:`Print`
- :guilabel:`Email`
- :guilabel:`WhatsApp`
- :guilabel:`Sms`
- :guilabel:`By post`
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`.
:guilabel:`Send & Print` to send the :ref:`follow-up report
<accounting/follow_up/follow-up-report>`.
.. seealso::
:doc:`/applications/essentials/in_app_purchase`
@@ -116,12 +116,18 @@ Customers`. In the :guilabel:`Customers` kanban view, click the search bar and f
To take follow-up actions for all relevant customers, switch to the list view and select the
customers requiring follow-up. Then, click :icon:`fa-cog` :guilabel:`(Actions)` and select
:guilabel:`Process Follow-ups`.
:guilabel:`Process Follow-ups` to send them the :ref:`follow-up report
<accounting/follow_up/follow-up-report>`.
.. _accounting/follow_up/reports:
Reports
=======
.. _accounting/follow_up/customer-statement:
Customer statement
==================
------------------
To get a comprehensive overview of a customer's account status, click the :guilabel:`Customer
Statement` smart button on the customer's form. This statement corresponds to the :ref:`Partner
@@ -135,3 +141,19 @@ To view the customer statements for multiple customers at once, select the custo
:guilabel:`Open Customer Statements`.
Click :guilabel:`PDF` or :guilabel:`XLSX` to generate a PDF or XLSX file, respectively.
.. _accounting/follow_up/follow-up-report:
Follow-up report
----------------
To get a complete overview of a customer's due invoices, separating those that are due from those
that are overdue, click the :ref:`Customer Statement <accounting/follow_up/customer-statement>`
smart button on the customer's form. Then, click :icon:`fa-book` :guilabel:`Report: Customer
Statement` and select :guilabel:`Follow-Up Report`.
To view the follow-up report for all customers at once, go to :menuselection:`Accounting -->
Reporting --> Partner Ledger`. Then, click :icon:`fa-book` :guilabel:`Report:` and select
:guilabel:`Follow-Up Report`.
Click :guilabel:`PDF` or :guilabel:`XLSX` to generate a PDF or XLSX file, respectively.