I would like to configure Odoo to send follow-up messages via SMS informing customers of overdue payments at pre-determined intervals.
I have Odoo 8 installed and have added the account_followup module to notify customers of payments that are overdue.I also have the odoosms module successfully installed and working.
What I would like to achieve is to bring these two together so that I can send automated followup messages via SMS.
Any ideas on how to accomplish this?
So far, I have tried the following:
1) Created an automated action called "send invoice due sms" with the following settings:
Related Document Model: Invoice
When to Run: Based on Timed Condition
Trigger Date: Due Date
Delay After Trigger Date: 7 Days
2) The server action is also called "send invoice due sms", configured like this:
Base Model: Invoice
Action To Do: send sms
SMS Template: invoice due sms
3) I created an SMS template that says simply "invoice due", enabled the SMS template checkbox.
4) When I test the automated action from an overdue invoice, no sms is placed in the SMS queue. I am certain that the sms gateway is configured correctly as I am able to send from the partner form just fine.
Any ideas what I might be doing wrong?
Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!
About This Community
|Asked: 6/6/16, 6:50 AM|
|Seen: 495 times|
|Last updated: 6/8/16, 2:04 AM|