How can I send a list of all Open invoices for a partner in an email template?

Question

How can I send a list of all Open invoices for an partner in a email template? Is there a way to list all the invoices for a partner in a email template?, I need to sent a single message to every customer what I have, how can I do that?, I just sent a message per invoice... Thanks for your time...

Answer 1

You can go with the below way :

1. Create a email template :

create the new email template using email.template model and set the invoice method call using object.your_global_method_name() using res.partner model hear object is the global entity so that you will get the object as res.partner single tone obejct.

2. Added a new method on res.partner model:

create a new method which is compute to get the all open invoices and also helpful that method in scheduled action call.

3. Create a scheduled action :

Which is helpful for make a automated action for the your remaining open invoice checking.you can set the Interval Unit as per your need and make to add the method call which you were created in res.partner model.

4. Call that method on scheduled action : What ever method which you are created in res.partner that method is called on scheduled action call.

5. Do not forgot to set the outgoing email configuration and its add the email setting on each partner (customer) :

I hope my answer may helpful for you :)