I am hoping someone can tell me if it is possible to customize Accounting Payment Follow-Ups by customer. We have some customers that prefer an SMS over an email for their first follow-up.
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Also looking forward for this.... how can I add custom actions like triggering a custom script? I had a look and installed automated actions, but I was not able to find the right "model" for invoice follow up-
Or in alternative, is there a way to "read" the follow up created via API? I would then trigger my custom script on my own
@Donnette
In Odoo v14 Enterprise - you can configure the Payment Follow ups
Accounting -> Configuration -> settings -> Follow up levels - Here, you can configure your Follow up action which includes First Reminder (send an email, Send an SMS ) etc..
We want to send an email as our first follow up level. But some of our customers don't have email addresses. Those follow-ups get stuck in the first level. The email fails to send, because there is no email address, and then it doesn't move to the next follow-up level.
@jbarnhart
I hope you have Configured the Incoming and outgoind mail servers without any issues!
To solve these issues - May be you can Make the Customer EMAIL address as a Mandatory one.
Otherwise try some other Ways of sending Reminders (SMS, Whatsup message etc.)
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