Hi everyone,

I'm encountering an issue with the follow-up process in Odoo 18. In Odoo 17, it was possible to manually select which invoices to include or exclude from follow-ups directly from the specific module. This feature was particularly useful for having more granular control over the reminders sent to customers.

In Odoo 18, with the follow-up feature now integrated into the Contacts app, this option seems to have been removed or, at least, is no longer visible in the same way. The system now handles follow-ups through the followup_status field, with values like:

• no_action_needed
• with_overdue_invoices
• in_need_of_action

What I need to understand is:

1. Is there still a way to manually exclude specific invoices from follow-ups, as was possible in Odoo 17?
2. What triggers changes in the followup_status field?
3. Has this feature been permanently removed, or has it simply been moved to a different location?

Any advice, workaround, or clarification would be greatly appreciated!

Thanks in advance for your help. 😊