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account_followup
<h1 class="title"><img alt="icon" src="https://raw.githubusercontent.com/zeroincombenze/account-payment/10.0/account_followup/static/description/icon.png" /> Customer Payment Follow-up Management</h1>
<p><strong>Module to do followup on customer unpaid invoices.</strong></p>
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Alfa" src="https://img.shields.io/badge/maturity-Alfa-red.png" /></a> <a class="reference external" href="https://travis-ci.org/zeroincombenze/account-payment"><img alt="github.com" src="https://travis-ci.org/zeroincombenze/account-payment.svg?branch=10.0" /></a> <a class="reference external" href="https://coveralls.io/github/zeroincombenze/account-payment?branch=10.0"><img alt="Coverage" src="https://coveralls.io/repos/github/zeroincombenze/account-payment/badge.svg?branch=10.0" /></a> <a class="reference external" href="https://codecov.io/gh/OCA/account-payment/branch/10.0"><img alt="Codecov" src="https://codecov.io/gh/zeroincombenze/account-payment/branch/10.0/graph/badge.svg">
</a> <a class="reference external" href="http://www.gnu.org/licenses/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/licence-LGPL--3-7379c3.svg">
</a> <a class="reference external" href="https://wiki.zeroincombenze.org/en/Odoo/10.0/dev"><img alt="Technical Documentation" src="https://www.zeroincombenze.it/wp-content/uploads/ci-ct/prd/button-docs-10.svg">
</a> <a class="reference external" href="https://wiki.zeroincombenze.org/it/Odoo/10.0/man"><img alt="Technical Documentation" src="https://www.zeroincombenze.it/wp-content/uploads/ci-ct/prd/button-help-10.svg">
</a> <a class="reference external" href="https://erp10.zeroincombenze.it"><img alt="Try Me" src="https://www.zeroincombenze.it/wp-content/uploads/ci-ct/prd/button-try-it-10.svg">
</a></p>
<div class="contents topic" id="contents">
<p class="topic-title">Contents</p>
<ul class="simple">
<li><a class="reference internal" href="#overview-panoramica" id="id7">Overview / Panoramica</a><ul>
<li><a class="reference internal" href="#en-module-to-do-followup-on-customer-unpaid-invoices" id="id8">en Module to do followup on customer unpaid invoices.</a></li>
<li><a class="reference internal" href="#it-modulo-per-inviare-solleciti-di-pagamento" id="id9">it Modulo per inviare solleciti di pagamento</a></li>
<li><a class="reference internal" href="#oca-comparation-confronto-con-oca" id="id10">OCA comparation / Confronto con OCA</a></li>
</ul>
</li>
<li><a class="reference internal" href="#getting-started-come-iniziare" id="id11">Getting started / Come iniziare</a><ul>
<li><a class="reference internal" href="#prerequisites-prerequisiti" id="id12">Prerequisites / Prerequisiti</a></li>
<li><a class="reference internal" href="#installation-installazione" id="id13">Installation / Installazione</a></li>
<li><a class="reference internal" href="#upgrade-aggiornamento" id="id14">Upgrade / Aggiornamento</a></li>
<li><a class="reference internal" href="#support-supporto" id="id15">Support / Supporto</a></li>
</ul>
</li>
<li><a class="reference internal" href="#get-involved-ci-mettiamo-in-gioco" id="id16">Get involved / Ci mettiamo in gioco</a><ul>
<li><a class="reference internal" href="#proposals-for-enhancement" id="id17">Proposals for enhancement</a></li>
</ul>
</li>
<li><a class="reference internal" href="#credits-titoli-di-coda" id="id18">Credits / Titoli di coda</a><ul>
<li><a class="reference internal" href="#copyright" id="id19">Copyright</a></li>
<li><a class="reference internal" href="#authors-autori" id="id20">Authors / Autori</a></li>
<li><a class="reference internal" href="#contributors-collaboratori" id="id21">Contributors / Collaboratori</a></li>
</ul>
</li>
</ul>
</div>
<a name="overview-panoramica"></a>
<h2><a class="toc-backref" href="#id7">Overview / Panoramica</a></h2>
<a name="en-module-to-do-followup-on-customer-unpaid-invoices"></a>
<h3><a class="reference external" href="https://www.facebook.com/groups/openerp.italia/"><img alt="en" src="https://raw.githubusercontent.com/zeroincombenze/grymb/master/flags/en_US.png" /></a> Module to do followup on customer unpaid invoices.</h3>
<p>This module allow you to do followup on your customer unpaid invoices, with multi-level recalls.</p>
<p>You can define your multiple levels of recall through the menu:</p>
<p><img alt="menu" src="https://raw.githubusercontent.com/zeroincombenze/grymb/master/awesome/menu.png" /> Configuration > Follow-up > Follow-up Levels</p>
<p>Once it is defined, you can automatically print recalls every day through simply clicking on the menu:</p>
<p><img alt="menu" src="https://raw.githubusercontent.com/zeroincombenze/grymb/master/awesome/menu.png" /> Payment Follow-Up > Send Email and letters</p>
<p>It will generate a PDF / send emails / set manual actions according to the the different levels
of recall defined. You can define different policies for different companies.</p>
<p>Note that if you want to check the follow-up level for a given partner/account entry, you can do from in the menu:</p>
<p><img alt="menu" src="https://raw.githubusercontent.com/zeroincombenze/grymb/master/awesome/menu.png" /> Reporting > Accounting > <a href="#id1"><span class="problematic" id="id2">**</span></a>Follow-ups Analysis</p>
<div class="line-block">
<div class="line"><br /></div>
</div>
<a name="it-modulo-per-inviare-solleciti-di-pagamento"></a>
<h3><a class="reference external" href="https://www.facebook.com/groups/openerp.italia/"><img alt="it" src="https://raw.githubusercontent.com/zeroincombenze/grymb/master/flags/it_IT.png" /></a> Modulo per inviare solleciti di pagamento</h3>
<p>Questo modulo permette di inviare i solleciti di pagamento delle fatture, con contenuti multilevello.</p>
<p>Potete definire i livelli dei contenuti dal menù:</p>
<p><img alt="menu" src="https://raw.githubusercontent.com/zeroincombenze/grymb/master/awesome/menu.png" /> Configurazione > Solleciti di pagamento > Livelli di sollecito di pagamento</p>
<p>Una volta definiti i liveeli, potete automaticamente inviare i solleciti con un click dal menù:</p>
<p><img alt="menu" src="https://raw.githubusercontent.com/zeroincombenze/grymb/master/awesome/menu.png" /> Payment Follow-Up > Send Email and letters</p>
<p>Il sistema genera un PDF o invia una email o imposta un'azione manuale in base al livello.</p>
<p>Esiste anche un menù dei rapporti:</p>
<p><img alt="menu" src="https://raw.githubusercontent.com/zeroincombenze/grymb/master/awesome/menu.png" /> Reporting > Accounting > <a href="#id3"><span class="problematic" id="id4">**</span></a>Follow-ups Analysis</p>
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<div class="line"><br /></div>
</div>
<a name="oca-comparation-confronto-con-oca"></a>
<h3><a class="toc-backref" href="#id10">OCA comparation / Confronto con OCA</a></h3>
<table class="docutils">
<colgroup>
<col width="47%" />
<col width="14%" />
<col width="17%" />
<col width="23%" />
</colgroup>
<tbody valign="top">
<tr><td>Description / Descrizione</td>
<td>Odoo Italia</td>
<td>OCA</td>
<td>Notes / Note</td>
</tr>
<tr><td>Coverage / Copertura test</td>
<td><a class="reference external" href="https://codecov.io/gh/OCA/account-payment/branch/10.0"><img alt="Codecov" src="https://codecov.io/gh/zeroincombenze/account-payment/branch/10.0/graph/badge.svg">
</a></td>
<td><a class="reference external" href="https://codecov.io/gh/OCA/account-payment/branch/10.0"><img alt="Codecov" src="https://codecov.io/gh/OCA/account-payment/branch/10.0/graph/badge.svg">
</a></td>
<td><a class="reference external" href="https://github.com/OCA/account-payment/tree/10.0"><img alt="OCA" src="Unknownbadge-OCA" /></a></td>
</tr>
</tbody>
</table>
<div class="line-block">
<div class="line"><br /></div>
<div class="line"><br /></div>
</div>
<a name="getting-started-come-iniziare"></a>
<h2><a class="toc-backref" href="#id11">Getting started / Come iniziare</a></h2>
<p><a class="reference external" href="https://erp10.zeroincombenze.it"><img alt="Try Me" src="https://www.zeroincombenze.it/wp-content/uploads/ci-ct/prd/button-try-it-10.svg">
</a></p>
<a name="prerequisites-prerequisiti"></a>
<h3><a class="toc-backref" href="#id12">Prerequisites / Prerequisiti</a></h3>
<ul class="simple">
<li>python2.7+</li>
<li>postgresql 9.2+</li>
</ul>
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<div class="line"><br /></div>
</div>
<a name="installation-installazione"></a>
<h3><a class="toc-backref" href="#id13">Installation / Installazione</a></h3>
<table class="docutils">
<colgroup>
<col width="44%" />
<col width="56%" />
</colgroup>
<tbody valign="top">
<tr><td><a class="reference external" href="https://www.facebook.com/groups/openerp.italia/"><img alt="en" src="https://raw.githubusercontent.com/zeroincombenze/grymb/master/flags/en_US.png" /></a></td>
<td><a class="reference external" href="https://www.facebook.com/groups/openerp.italia/"><img alt="it" src="https://raw.githubusercontent.com/zeroincombenze/grymb/master/flags/it_IT.png" /></a></td>
</tr>
<tr><td><p class="first">These instruction are just an
example to remember what
you have to do on Linux.</p>
<p class="last">Installation is built with:</p>
</td>
<td><p class="first">Istruzioni di esempio valide solo per
distribuzioni Linux CentOS 7, Ubuntu 14+
e Debian 8+</p>
<p class="last">L'installazione è costruita con:</p>
</td>
</tr>
<tr><td colspan="2"><a class="reference external" href="https://github.com/zeroincombenze/tools">Zeroincombenze Tools</a></td>
</tr>
<tr><td>Suggested deployment is:</td>
<td>Posizione suggerita per l'installazione:</td>
</tr>
<tr><td colspan="2">/opt/odoo/10.0/account-payment/</td>
</tr>
</tbody>
</table>
<pre>
<code>cd $HOME
git clone https://github.com/zeroincombenze/tools.git
cd ./tools
./install_tools.sh -p
export PATH=$HOME/dev:$PATH
odoo_install_repository account-payment -b 10.0 -O zero
for pkg in os0 z0lib; do
pip install $pkg -U
done
sudo manage_odoo requirements -b 10.0 -vsy -o /opt/odoo/10.0</code>
</pre>
<p>From UI: go to:</p>
<ul class="simple">
<li><img alt="menu" src="https://raw.githubusercontent.com/zeroincombenze/grymb/master/awesome/menu.png" /> Setting > Activate Developer mode</li>
<li><img alt="menu" src="https://raw.githubusercontent.com/zeroincombenze/grymb/master/awesome/menu.png" /> Apps > Update Apps List</li>
<li><img alt="menu" src="https://raw.githubusercontent.com/zeroincombenze/grymb/master/awesome/menu.png" /> Setting > Apps <img alt="right_do" src="https://raw.githubusercontent.com/zeroincombenze/grymb/master/awesome/right_do.png" /> Select <strong>account_followup</strong> > Install</li>
</ul>
<div class="line-block">
<div class="line"><br /></div>
</div>
<a name="upgrade-aggiornamento"></a>
<h3><a class="toc-backref" href="#id14">Upgrade / Aggiornamento</a></h3>
<table class="docutils">
<colgroup>
<col width="44%" />
<col width="56%" />
</colgroup>
<tbody valign="top">
<tr><td><a class="reference external" href="https://www.facebook.com/groups/openerp.italia/"><img alt="en" src="https://raw.githubusercontent.com/zeroincombenze/grymb/master/flags/en_US.png" /></a></td>
<td><a class="reference external" href="https://www.facebook.com/groups/openerp.italia/"><img alt="it" src="https://raw.githubusercontent.com/zeroincombenze/grymb/master/flags/it_IT.png" /></a></td>
</tr>
<tr><td>When you want upgrade and you
installed using above
statements:</td>
<td>Per aggiornare, se avete installato con
le istruzioni di cui sopra:</td>
</tr>
</tbody>
</table>
<pre>
<code>odoo_install_repository account-payment -b 10.0 -O zero -U
# Adjust following statements as per your system
sudo systemctl restart odoo</code>
</pre>
<p>From UI: go to:</p>
<ul class="simple">
<li><img alt="menu" src="https://raw.githubusercontent.com/zeroincombenze/grymb/master/awesome/menu.png" /> Setting > Activate Developer mode</li>
<li><img alt="menu" src="https://raw.githubusercontent.com/zeroincombenze/grymb/master/awesome/menu.png" /> Apps > Update Apps List</li>
<li><img alt="menu" src="https://raw.githubusercontent.com/zeroincombenze/grymb/master/awesome/menu.png" /> Setting > Apps <img alt="right_do" src="https://raw.githubusercontent.com/zeroincombenze/grymb/master/awesome/right_do.png" /> Select <strong>account_followup</strong> > Update</li>
</ul>
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<div class="line"><br /></div>
</div>
<a name="support-supporto"></a>
<h3><a class="toc-backref" href="#id15">Support / Supporto</a></h3>
<p><a class="reference external" href="https://www.zeroincombenze.it/"><img alt="Zeroincombenze" src="https://avatars0.githubusercontent.com/u/6972555?s=460&v=4" /></a> This module is maintained by the <a class="reference external" href="https://www.zeroincombenze.it/">SHS-AV s.r.l.</a></p>
<div class="line-block">
<div class="line"><br /></div>
<div class="line"><br /></div>
</div>
<a name="get-involved-ci-mettiamo-in-gioco"></a>
<h2><a class="toc-backref" href="#id16">Get involved / Ci mettiamo in gioco</a></h2>
<p>Bug reports are welcome! You can use the issue tracker to report bugs,
and/or submit pull requests on <a class="reference external" href="https://github.com/zeroincombenze/account-payment/issues">GitHub Issues</a>.</p>
<p>In case of trouble, please check there if your issue has already been reported.</p>
<a name="proposals-for-enhancement"></a>
<h3><a class="toc-backref" href="#id17">Proposals for enhancement</a></h3>
<p><a class="reference external" href="https://www.facebook.com/groups/openerp.italia/"><img alt="en" src="https://raw.githubusercontent.com/zeroincombenze/grymb/master/flags/en_US.png" /></a> If you have a proposal to change this module, you may want to send an email to <<a class="reference external" href="mailto:cc@shs-av.com">cc@shs-av.com</a>> for initial feedback.
An Enhancement Proposal may be submitted if your idea gains ground.</p>
<p><a class="reference external" href="https://www.facebook.com/groups/openerp.italia/"><img alt="it" src="https://raw.githubusercontent.com/zeroincombenze/grymb/master/flags/it_IT.png" /></a> Se hai proposte per migliorare questo modulo, puoi inviare una mail a <<a class="reference external" href="mailto:cc@shs-av.com">cc@shs-av.com</a>> per un iniziale contatto.</p>
<div class="line-block">
<div class="line"><br /></div>
<div class="line"><br /></div>
</div>
<a name="credits-titoli-di-coda"></a>
<h2><a class="toc-backref" href="#id18">Credits / Titoli di coda</a></h2>
<a name="copyright"></a>
<h3><a class="toc-backref" href="#id19">Copyright</a></h3>
<p>Odoo is a trademark of <a class="reference external" href="https://www.odoo.com/">Odoo S.A.</a> (formerly OpenERP)</p>
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<div class="line"><br /></div>
</div>
<a name="authors-autori"></a>
<h3><a class="toc-backref" href="#id20">Authors / Autori</a></h3>
<ul class="simple">
<li><a class="reference external" href="https://www.odoo.com">Odoo SA</a></li>
<li><a class="reference external" href="https://www.zeroincombenze.it/">SHS-AV s.r.l.</a></li>
</ul>
<a name="contributors-collaboratori"></a>
<h3><a class="toc-backref" href="#id21">Contributors / Collaboratori</a></h3>
<ul class="simple">
<li>Odoo SA <<a class="reference external" href="mailto:info@odoo.com">info@odoo.com</a>></li>
<li>Antonio Maria Vigliotti <<a class="reference external" href="mailto:antoniomaria.vigliotti@gmail.com">antoniomaria.vigliotti@gmail.com</a>></li>
</ul>
<div class="line-block">
<div class="line"><br /></div>
</div>
<hr class="docutils" />
<p><a class="reference external" href="https://www.facebook.com/groups/openerp.italia/"><img alt="en" src="https://raw.githubusercontent.com/zeroincombenze/grymb/master/flags/en_US.png" /></a> <strong>zeroincombenze®</strong> is a trademark of <a class="reference external" href="https://www.shs-av.com/">SHS-AV s.r.l.</a>
which distributes and promotes ready-to-use <strong>Odoo</strong> on own cloud infrastructure.
<a class="reference external" href="https://wiki.zeroincombenze.org/en/Odoo">Zeroincombenze® distribution of Odoo</a>
is mainly designed to cover Italian law and markeplace.</p>
<p><a class="reference external" href="https://www.facebook.com/groups/openerp.italia/"><img alt="it" src="https://raw.githubusercontent.com/zeroincombenze/grymb/master/flags/it_IT.png" /></a> <strong>zeroincombenze®</strong> è un marchio registrato di <a class="reference external" href="https://www.shs-av.com/">SHS-AV s.r.l.</a>
che distribuisce e promuove <strong>Odoo</strong> pronto all'uso sullla propria infrastuttura.
La distribuzione <a href="#id5"><span class="problematic" id="id6">`</span></a>Zeroincombenze® è progettata per le esigenze del mercato italiano.</p>
<p><a class="reference external" href="https://tawk.to/85d4f6e06e68dd4e358797643fe5ee67540e408b"><img alt="chat_with_us" src="https://www.shs-av.com/wp-content/chat_with_us.gif" /></a></p>
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</div>
<p>Last Update / Ultimo aggiornamento: 2019-04-06</p>