Step-by-Step: Exclude Invoices from Follow-Up in Odoo

1. Open the Target Invoice

• Go to Accounting → Customers → Invoices
• Click on the invoice you want to exclude

2. Exclude from Follow-Up

• Look for the “Follow-Ups” section in the invoice form
• Click “Exclude from Follow-Up”

  (If you don’t see this, activate Developer Mode from Settings → Activate Developer Mode)

3. Optional: Add Note or Tag

If the direct option isn't available:

• Add an Internal Note stating exclusion reason
• Or use a custom tag/label like "No Follow-Up" for easy filtering later

4. Bulk Exclude (Optional)

• Navigate to Accounting → Reporting → Follow-Up Reports
• Select multiple invoices
• Use Action → Exclude from Follow-Up if your version supports it

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