| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 771 |
| Technical Name |
customer_followup_community |
| License | OPL-1 |
| Website | https://www.cybrosys.com |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Customer Follow-up
Initiates customer accounting follow-ups for late payments.
Key Highlights
- Automatically generate email for customers with unpaid invoices.
- Configure follow-up levels.
- Sends separate mail for each level.
- Schedule email before/after due date.
- Possible to set repeated emails after/before in days/hours.
Overview
It is essential for your business to collect payments when they are overdue. Customer Follow-up help you to send appropriate reminders to customers whose payments are late. The application will generate mail for each customer who got with unpaid invoices.One can view the unpaid invoices in the partner form. And thereby easily print it as a letter or send as a mail to the customer enclosing the invoice details. Both letter/email can be triggered from the page itself. For automatically sending mails to customers, one can configure follow-up levels and can set a separate mail for each level and print out an invoice list with total due amount details of each customers using the send overdue option. The app can be effectively used for invoice follow-up needs.
Customer Follow-up
- Automatically generate email for customers with unpaid invoices.
- Configure follow-up levels.
- Sends separate mail for each level.
- Schedule email before/after due date.
- Possible to set repeated emails after/before in days/hours.
Screenshots
Go to Invoicing --> Configuration --> Management --> Follow-up Levels in order to configure levels in follow-up.
You can set remainder emails (days/hours after/before due date when email has to be sent). Also set separate mail for each level.
If we select After/Before option, the description in the email template changed automatically or also we can edit the content before send.
After, configure the Follow-ups levels, you can see a window like below. In the Due Days column, the minus sign indicates that these level set for before due dates emails and others for after due dates emails.
Then go to Invoicing --> Customer --> Customers --> Follow-Ups tab in order to see the unpaid invoices of the customer.If there are no unpaid invoices, the tab shows like below,
And if there are any unpaid invoices, the tab become like below,
You can see the automatic actions taken for the customer and can send a reminder mail seeking immediate payment by clicking on the SEND MAIL button.
After send email, you can see the sended email from the contacts page like below,
Or get a print out of the unpaid invoice details by using PRINT LETTER button.
After that go to Invoicing --> Send Overdue in order to send email to customers with unpaid invoices based on follow-up levels.
Click on Print Letter button.Then you can print out the due amount invoice list of all customers like below,
Click on Send emails button.Then you can see the number of customers to whom emails are sent.
Under contacts page, you can see the last action based on follow-up level, also the next action and the date of next action.
Video
Customer Follow-up Demo
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Need Any Help?
If you have anything to share with us based on your use of this module, please let us know. We are ready to offer our support.
Email us
odoo@cybrosys.com / info@cybrosys.com
Contact Us
www.cybrosys.com
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It has a few bugs
The screenshots and video advertise a functionality to send messages "before" they are due, but the module cannot handle in the same email notification both invoices that are past due and near past due (before). Also, the module sends as "past due" partner credit notes; I would argue these should not be included in the follow ups as they do not represent an outstanding balance. I was able to troubleshoot some other issues with the developer, but have not been able to get a solution on the issues mentioned above. Communication with them is slow... sometimes they need a nudge for you to get answers
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