Follow-UP - Choose paymentsby Agile Business Group
Based on account_followup, this modules allows to send follow-ups selecting the single (overdue) payments you want to notify to customers.
Follow-Ups are configured through 'account_followup' module. The order follow-ups are sent with is set by the sequence field.
There are two main macro-functionalities: - Print follow-ups (increasing follow-up level) - Re-print old follow-ups
From the 'Open Follow-Ups' wizard, user can select the follow-up and the date. From the opened list, user can select the payments he want to notify. Payments can refer to several partners, due dates and previously notified follow-ups. After clicking 'Print Follow-UP', payments are grouped by partner and last follow-up level, if any. For each group, composed by a certain partner and level, the system increases the follow-up level of every selected payment and prints the group in a PDF page. If no further levels are available, a warning will appear.
Re-print old follow-ups
Opening the 'Sent Follow-Ups' list, user can choose to re-print some old follow-ups. As for new follow-ups, user can select several payments. The system groups payments by partner and follow-up level and prints each group in a PDF page. This time follow-up level will not be increased.