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Hi,
I have a situation where we need different followups due to different payments terms. Of to phrase it another way, the followups need to be aligned with payment terms. If I have some clients on 30 day terms and others on 45 days, it would be logical to have the followup adjusted/set accordingly.
Does anyone know how this could be done?
Hi,
Refer to this blog
https://www.cybrosys.com/blog/an-insight-into-the-payment-terms-and-follow-up-levels
Follow this Odoo16 Accounting - Enterprise book
https://www.cybrosys.com/odoo/odoo-books/odoo-book-v16/accounting/followup-reports/
Hope it helps you
Thanks but no, it did not answer my question. I know HOW to create terms and followup. What I am asking is there a way to have the followups dynamically change based on the terms selected. As in my OP, say I have multiple terms, one at 30 days, and the other at 45 days.
- If a particular sale is on 45 day terms, then we do not what to send a followup configured for 30 days as it would sent before the due date.
- Likewise, if a sale is based on 30 days, then we don't want to wait for 45 days to send a followup.
The followup should be related to the terms selected.
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