Accounting - Odoo 15 Enterprise Book

Follow Up Reports

Cuando las facturas se retrasen, la compañía deberá hacer un seguimiento de las facturas y tomar las medidas necesarias.Los informes de seguimiento se pueden ver en el módulo de contabilidad Odoo 15 seleccionando la opción de informes de seguimiento de la pestaña CLIENTES.Aquí puede enviar recordatorios a los clientes por correo electrónico, informes impresos o mediante SMS.En la ventana de seguimiento de informes, puede ver los detalles de los informes, como el nombre del informe, el monto total adeudado, el vencido total, el estado de seguimiento, el nivel de seguimiento y el nombre de la empresa.Con la opción de filtro, puede ver la necesidad de acción y las facturas vencidas por separado.

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More details of the report can be viewed by simply clicking on the follow up report from the list. The letter that has to be sent to the customer reminding them about the unpaid amount, along with the invoice details such as the Date, Due Date, Source Document, Communication, Expected Date and Total Due amount is displayed. In case the customer doesn't respond to the first reminder, you can set the reminder for the next date in prior.

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The displayed letter can be printed by selecting the PRINT LETTER button. The letter can be sent by email, post or SMS using SEND BY EMAIL, SEND BY POST and SEND BY SMS buttons respectively. By selecting the REMIND ME LATER option Odoo will remind you to take care of the next follow up on the next reminder date.

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The invoice can be reconciled to check whether the balances are matched. By selecting the RECONCILE option you will be redirected to the reconciliation page where you can match the accounts from the Miscellaneous Matching menu. A counterpart can be created using the Manual menu. At the Manual menu enter the details such as the name of the Account, Taxes, Journal, Label, Amount, Writeoff Date and enable To Check if you need to recheck the details in future. By selecting the Save and New option the created counterpart will be saved.

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