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When will the feature to manually exclude invoices from follow-up actions be reintroduced in Odoo 18?


Update: No works response from Ritik (Wan Buffer Services), this steps is obsolete

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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

Reach out to Wan Buffer Services for professional Odoo support.

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