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Howto send payment overdue and folluwup PDF report as mail?

Mario Gielissen | Openworx
on 10/12/15, 12:50 PM 1,135 views

In Odoo 8 under Partner form you can print a followup and overdue reports and download it as PDF. How can I send a mail in Odoo using these reports as a PDF attachment?

Using a button or automatically?

Axel Mendoza
on 10/12/15, 9:23 PM
Dovydas Bagdonas, UK
On 10/20/15, 6:03 AM

Hello. First, you should pre-define an email template where you tell the system to attach a custom report (see examples in Settings -> Email -> Templates, when you open a template there is Advanced settings and  Optional report to print and attach, so define the report that you need to attach )

After you pre-define an email template, Open Partner form, Press a button Send a message and Choose that Email template. 

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Asked: 10/12/15, 12:50 PM
Seen: 1135 times
Last updated: 10/20/15, 6:03 AM