Invoice Follow-Up: Attachments and report - V18 Online

Question

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

Waleed Ali Mohsen · Accepted 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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[2] data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAABSMAAAJnCAYAAABs2EZIAAAgAElEQVR4XuydCZxNdf/HPzNmx9j3JSNMCpWeUuJp6q9EtqgsqaikhCLkaWQpIqJCPaQiyVISKiWemrJFRVmyZuwMY5thZszm//ude8+955577r3n3rl31s95Xr3qmXvOb3n/fud3fudzvktQenr6VfAgARIgARI

Michel Knecht · 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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