deltatech_followup

Invoice Followup

Features:

• Configure followup items:

  • Name - name of the followup
  • Code - can be used in cron jobs to run only selected followups
  • Active - if the followup items will be processed or not
  • Date field - invoice date or due date
  • relative days from configured date field (i.e. -5 means 5 days before, 3 means 3 days after)
  • mail subject
  • mail from
  • mail body (with pre-configured blocks - please see field help)

• Configure Partners

  • will receive followups - check if the partner will be processed for followups

• Configure cron job for followup mails:

  • model: Followup Send (followup.send.wizard)

  • Python code:

    • for all followups: model.run_followup()
    • for selected followups: model.run_followup(["12D", "20D"]) - 12D and 20D are the codes of the followups to run

• An override partner id can be configured for testing purposes. In system parameters, parameter name -> "followup.override_partner_id", value -> id of the partner

Important

This is an alpha version, the data model and design can change at any time without warning. Only for development or testing purpose, do not use in production. More details on development status

Table of contents

• Bug Tracker
• Credits
  • Authors
  • Maintainers

Bug Tracker

Bugs are tracked on Terrabit Issues. In case of trouble, please check there if your issue has already been reported.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• Terrabit
• Dan Stoica

Maintainers

This module is part of the dhongu/deltatech project on GitHub.

You are welcome to contribute.