Payment Follow-up Management

by
Odoo          
v 12.0 Third Party 3

55.00 €

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Technical name sync_account_followup
LicenseOPL-1
Websitehttp://www.synconics.com
Required Apps Invoicing (account)
Sales (sale_management)
Sales (sale)
Technical name sync_account_followup
LicenseOPL-1
Websitehttp://www.synconics.com
Required Apps Invoicing (account)
Sales (sale_management)
Sales (sale)

Payment Follow-up Management

It is essential for any business to collect payments when they are overdue. Organizing customer payment reminders and getting paid is always a difficult task.
Payment Follow-up Management application makes simpler organizing customer payment reminders and getting paid on time. This module provides features of follow-up plans, automatic sending of payment reminder mails, sending letters etc.

Features

  • Define Follow-up Plans.
  • Automatically send payment reminder mail.
  • Perform manual actions.

Follow-up Plans

To define follow-up plans, go to Invoicing/Follow-up/Follow-up Levels

Fields Description:

Follow-Up Action: Name of Follow-Up Action.

Due Days: The number of days after the due date of the invoice to wait before sending the reminder. Could be negative if you want to send a polite alert beforehand.

Manual Action: When processing, it will set the manual action to be taken for that customer.

Send an Email: When processing, it will send an email.

Action To Do: Manual action to perform.
e.g. Give a phone call, check with others.

Email Template: Email template to send when processing particular follow-up level.


Payment Follow-Up

To send payment reminder Letters/Emails to customers, go to Payment Follow-up/Send Letters and Emails
Click on SEND EMAILS AND GENERATE LETTERS button to send reminder mails, set manual action and prepare letters based on defined follow-up levels. It will show summary of actions performed.

Click on DOWNLOAD LETTERS to download and send letters to customers.

PDF Report

Email template that will be sent to customers for payment reminder.

To check whether any manual action is assigned on customers, go to Payment Follow-up/Do Manual Follow-Ups

Fields Description:

Next Action Date: This is when the manual follow-up is needed.
The date will be set to the current date when the partner gets a follow-up level that requires a manual action. Can be practical to set manually e.g. to see if he keeps his promises.

Next Action: This is the next action to be taken. It will automatically be set when the partner gets a follow-up level that requires a manual action.

Follow-up Responsible: Optionally you can assign a user to this field, which will make him responsible for the action.


Automatically Send Payment Reminder Emails

If user wants to send payment reminder mails automatically just need to activate the scheduler Send Follow Up Mail to customer. This scheduler will send mails to customers and will assign manual actions as per follow up level.

Follow-Up Analysis

To analyse follow-up details, go to Payment Follow-up/Follow-Ups Analysis

Free Support

1) One month free bug support period will be offered pertaining to any one server used, testing or live.
2) If an error appears in our app due to other custom modules installed in your system, we will charge for our efforts to resolve those errors.
3) Please note that you are not allowed to distribute or resell this module after purchase.
4) This module is tested and working on Odoo vanilla with Ubuntu OS.
Checkout Other Apps Developed By Synconics Technologies Click Here
Odoo Proprietary License v1.0

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modified, executed after modifications) if you have purchased a valid license
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