The follow up in V18 can be triggered slightly different: - via Accounting > Customers > Customers - filter for "Overdue Invoice" - select the partners that you would like to process - hit Actions > Process follow-ups
Please double check accuracy of the lesson tutorial and video for Lesson: Accounting and Invoicing > Payments > Customer payment follow up > Video Tutorials The demo data in the link provided on this page shows different. There is no Customers > "Follow-up Reports".
@@doandung490 Yeah I just recently moved to v18 and I noticed its removed. You can send Follow-up from Customer profile thru GEAR Icon > Process Follow-ups and it sends email to customer. I would prefer if Odoo, like in older version, allow us to choose which Invoice needs to be selected/deselect. The Email template also seems not as detail as it was earlier, just the Total Due amount. Frustrating for me indeed.
@@muhammadfaisal_1995 yeah, In the old version, it lists all customer with over due invoice and now I have to check one by one , omg cannot beleive what odoo is doing @@
Will the followup not send if the payment is not reconciled?
The follow up in V18 can be triggered slightly different:
- via Accounting > Customers > Customers
- filter for "Overdue Invoice"
- select the partners that you would like to process
- hit Actions > Process follow-ups
Please double check accuracy of the lesson tutorial and video for
Lesson: Accounting and Invoicing > Payments > Customer payment follow up > Video Tutorials
The demo data in the link provided on this page shows different. There is no
Customers > "Follow-up Reports".
it also happened to me
this function is removed on Odoo 18, haizzz.
@@doandung490 was it replaced?
@@doandung490 Yeah I just recently moved to v18 and I noticed its removed. You can send Follow-up from Customer profile thru GEAR Icon > Process Follow-ups and it sends email to customer.
I would prefer if Odoo, like in older version, allow us to choose which Invoice needs to be selected/deselect.
The Email template also seems not as detail as it was earlier, just the Total Due amount.
Frustrating for me indeed.
@@muhammadfaisal_1995 yeah, In the old version, it lists all customer with over due invoice and now I have to check one by one , omg cannot beleive what odoo is doing @@