Skip to Content
This question has been flagged
invoiceFollow-upV18Online
2 Replies
2584 Zobrazenia
Avatar
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!

Avatar
Zrušiť
Avatar
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.


Avatar
Zrušiť
Avatar
Michel Knecht
Autor 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.

Avatar
Zrušiť
Related Posts Replies Zobrazenia Aktivita
Delete all transactions & operations
transactions Operations V18 Online
Avatar
0
apr 25
1500
change between 2 Invoice formats Solved
invoice
Avatar
Avatar
1
júl 25
1757
Hello, how can I change the size of the logo and the invoice? Solved
invoice
Avatar
Avatar
Avatar
2
júl 25
2126
Validation Error. You will need to clear the Journal Entry's Number to proceed
invoice
Avatar
Avatar
1
júl 25
3060
Hide 'Apps' module from the HOME screen for users not set as 'Administrators'. Solved
V18
Avatar
Avatar
1
jún 25
2256