Doc 10- Food Information, Cheat Sheet of Business Informatics

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Follow-up reports Unpaid invoices that you need to follow up on are available in Accounting ~ Customers ~ Follow-up Reports . Odoo filters by Overdue Invoices by default, but you can also filter by Action Required in the Filters menu . When you select an invoice, you can see all invoices that e customer has not paid (late or not). Late invoice dates will appear in red. Ta exclude invoices from a reminder fallow-up, click Exclude from follow-ups . You can set up Automatic or Manual reminders , and you can choose a Responsible Person for that customer. To send reminders, click Follow-up and select the actions (or action) you want to take: « Print; © Email ; « SMS; + Postal mail . You can attach invoices and change content templates from this view. When you're ready, click Send or Send and Print .