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OE Finance: Payment Follow-ups

by
Odoo

$ 32.19

v 12.0 Third Party
Live Preview
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
Community Apps Dependencies
Lines of code 2937
Technical Name oe_financial_followups
LicenseOPL-1
Websitehttps://odooengineering.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
Keywords: payment followups, accounts receivable, payment reminders, dunning letters, AR collections, customer statements, aging receivables, follow-up automation, accounting, Odoo, community, portal invoices, SMS reminders, dashboard, pivot, batch emails, batch letters, overdue days, CC emails, statement button, grace days, opt-out, overdue total, KPI, receivables dashboard
Odoo Engineering

OE Finance: Payment Follow-ups

Automate payment reminders with multi-level emails, letters, and manual actions - now with AI-assisted insights

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Enhanced Features in This Version

Professional Capabilities for Your Business

Multi-level payment reminders with per-level actions (email, letter, manual action)

Per-level email templates and company-specific footers for consistent branding

Daily auto-scheduler to execute due follow-ups and schedule the next date

Follow-up Dashboard for AR analysis (pivot/graph)

One-click Statement smart button on customers

CC recipients support for follow-up emails

Overdue Days field for advanced filtering

Customer statements (HTML attachments) for clear, printable summaries

Configurable Grace Days per company to delay reminders when needed

Customer-level opt-out to exclude VIPs/strategic accounts from automation

Overdue Total KPI and stat button on customers for instant visibility

Optional SMS reminder hook (works with your installed SMS gateway)

Portal-friendly emails that include a link to view invoices online

Clean preview of open receivables with totals and days overdue

20+ languages with professional support from Odoo Engineering

Before & After OE Finance: Payment Follow-ups

Before

  • Manual reminders with inconsistent messaging
  • No visibility into what’s due across customers
  • Follow-ups fall through the cracks

After

  • Consistent, professional reminders every time
  • Clear preview and totals before sending
  • Automated next steps to keep collections moving

What's Included

Core Features

  • Multi-level follow-up configuration
  • Email + letter generation
  • Manual action activities

Additional Components

  • Receivable preview dashboard
  • AI job extension for AR risk
  • English-first documentation

Global Language Support (20+)

Available in 20+ languages: es_ES, fr_FR, it_IT, pt_BR, nl_NL, da_DK, de_DE, pl_PL, ar_001, zh_CN, ru_RU, ja_JP, tr_TR, id_ID, th_TH, vi_VN, ko_KR, pt_PT, sv_SE, cs_CZ.

How to Use This Module

Step-by-Step Instructions to Get Started

Installation & Setup

  1. Install the module: Go to Apps -> Search for "oe_financial_followups" -> Click Install
  2. Configure permissions: Navigate to Settings -> Users & Companies -> Set user access rights
  3. Initial configuration: Accounting -> Configuration -> Follow-up Levels

Basic Usage

  1. Prepare levels: Define delays, messages, and actions for each follow-up level
  2. Run reminders: From a customer, preview open items and send email/print letter
  3. Schedule next action: Use "Remind me later" to set the next follow-up date
  4. Track activities: Complete manual actions and log outcomes

Tips & Best Practices

  • Keep messages courteous and clear with customer names and amounts
  • Use manual actions for high-value invoices to add personal touch
  • Review preview totals before sending to avoid duplicates
  • Integrate with Mail templates and Activities for a complete workflow

Important Notes

This module is designed for Odoo Community (versions 12-19). Ensure accounting is configured and customer invoices are posted for accurate receivable previews.

Frequently Asked Questions

Q: Which Odoo versions are supported?

A: This module is built for Odoo Community (versions 12-19).

Q: Can I customize follow-up messages?

A: Yes. You can fully customize email/letter content per follow-up level and translate them.

Q: Does this require any enterprise apps?

A: No. It uses standard accounting models in Odoo Community.

Launch Demo Instance

Explore OE Finance: Payment Follow-ups in a live environment

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Proudly American-Owned & Operated

Built for American Businesses First

At Odoo Engineering, we understand the unique needs of American businesses. Our modules are designed with clear, English-first terminology and workflows that align with US business practices, while maintaining universal accessibility for companies worldwide.

Why Choose Odoo Engineering

Professional Excellence Enterprise-grade modules built to the highest standards 90-Day Warranty Full support and bug fixes guaranteed Clear Documentation English-first terminology that everyone understands
US Business Hours Support when American businesses need it most Clean Code Well-documented, easily extensible modules Expert Team Dedicated professionals focused on your success

Quality Odoo modules that are easily extended at reasonable prices – that's the Odoo Engineering promise.

Complete AI Business Intelligence Suite

Powered by our open-sourced oe_ai_job_base framework - Build or Buy AI Extensions

This module is part of our AI Business Intelligence ecosystem. Purchase individual modules or contact us for custom AI solutions built on this proven framework.

Data Cleaner

Auto-fixes addresses, names, phones with smart AI rules

Message Analysis

Sentiment, urgency, and topic extraction for partners

Advanced Search

Natural language queries across your database

QuickBooks Bridge

AI-guided sync with QuickBooks Online

Want something custom? We build AI integrations tailored to your business.

Support & Services

Get Help

Need assistance? Our support team is here to help with installation, configuration, and troubleshooting.

Contact Support

Custom Development

Looking for custom features or integrations? We offer professional Odoo development services.

Request Quote

Ready to Get Started?

Install OE Finance: Payment Follow-ups today and experience the difference quality makes.

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© 2025 Odoo Engineering. All rights reserved.

Professional Odoo modules built with excellence in the USA.

Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
Community Apps Dependencies
Lines of code 2937
Technical Name oe_financial_followups
LicenseOPL-1
Websitehttps://odooengineering.com 
Odoo Proprietary License v1.0

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