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invoiceFollow-upV18Online
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Michel Knecht

Hey all

I'm trying to set up a proper process for the payment reminders. I managed to adjust the due dates as well as the email template. I'm now kind of stuck with following problems:

  • When sending the reminder, it attaches ALL invoices, not only the overdue and we have to delete the other invoices manually. How do i adjust this to attach only the overdue invoices?
  • It sends this (default) report that shows all open invoices. I want to remove that but I haven't managed to find any option to turn it off or replace the report. It's neither in the report designer nor in the email template. How can I turn this off?

As I want to completely automate this process, I'd really appreciate some help

Thanks!

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Waleed Ali Mohsen
Best Answer

Odoo changed the follow up report and its not sending the invoices individually but sending the follow-up report which added lately to partner ledger.


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Michel Knecht
Author Best Answer

Thanks for your reply :)

In the settings to the follow-ups, you can define that it should attach individual invoices. Is it possible to set some default filters for that follow-up report to just show overdue invoices? Maybe it then just attaches the relevant invoices. However, is it maybe planned to adjust this feature? I just want to remind clients by e-mails with invoices attached without this ugly follow-up Report.

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