发票跟进¶
付款逾期时，可向客户发送跟进信息。Odoo 可帮助您识别逾期付款，并允许您使用**后续行动**安排和发送适当的提醒，该行动会根据逾期天数自动触发一个或多个行动。您可以通过电子邮件、邮寄或短信等不同方式发送跟进信息。
基础配置¶
To configure a Follow-Up Action, go to . Several follow-up actions are available by default, but you can create new ones if required, and can change the name and the number of days after which the follow-up actions are triggered. The follow-up Actions available are:
Send an email;
Print a letter;
Manual action (creates a task).
It is possible to automatically send a reminder by enabling the Auto Execute option, and attaching the open invoice(s) by enabling Join open invoices, within a specific follow-up action.
Depending on the Actions enabled, the Message tab contains different message options:
The Email Subject and the Description or content of the email automatically used;
If you selected SMS, the content of the SMS text;
If you enabled Manual Action, you can assign someone in the Assign a Responsible field to manage that follow-up and the Manual Action Type (Email, Call, etc.), as well as input a description of the Action To Do.
注解
The text between %(text)s automatically fetches the partner’s info.
%(partner_name)s: Partner name;
%(date)s: Current date;
%(amount_due)s: Amount due by the partner;
%(user_signature)s: User name;
%(company_name)s: User’s company name.
小技巧
设置负数天数，以便在实际到期日之前发送提醒。
催款报告¶
Overdue invoices you need to follow up on are available in . By default, Odoo filters by Customer Invoices that are In need of action.
When selecting an invoice, you see all of the customer’s unpaid invoices (overdue or not), and their payments. The due dates of late invoices appear in red. Select the invoices that are not late by clicking the Excluded column to exclude them from the reminder you send.
您可以决定提醒客户的方式，可以选择:guilabel:打印信、发送电子邮件、邮寄、发送SMS短信。然后，点击:guilabel:完成，查看需要关注的下一跟进操作。
注解
发票或联系表单上的联系信息用于发送提醒信息。
发送提醒信息时，会记录在发票的聊天窗口中。
如果目前尚不需发送提醒信息，可以指定:guilabel:
下一提醒日期，并点击:guilabel:之后提醒。根据对账单中设置的下一提醒日期，您将收到报告。
小技巧
在启动跟进流程前立即核对所有银行对账单，避免向已付款的客户发送催款通知。
债务人的信任度¶
要了解客户是否经常逾期付款，您可以在其跟进报告中将其标记为:guilabel:信誉良好付款人、普通信誉付款人`或:guilabel:`信誉较差付款人 ，点击客户姓名旁的项目符号，选择信任级别。
批量发送提醒¶
您可以在:guilabel:跟进报告`页面批量发送提醒邮件，选择您要处理的所有报告，点击单击:guilabel:`动作`齿轮图标，然后选择:guilabel:`处理跟进。