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v 14.0 Third Party 77
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Odoo.sh
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Odoo Apps Dependencies Discuss (mail)
Invoicing (account)
Community Apps Dependencies
Lines of code 15991
Technical Name customer_followup_community
LicenseOPL-1
Websitehttps://www.cybrosys.com
Versions 13.0 17.0 14.0 15.0 16.0 12.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Invoicing (account)
Community Apps Dependencies
Lines of code 15991
Technical Name customer_followup_community
LicenseOPL-1
Websitehttps://www.cybrosys.com
Versions 13.0 17.0 14.0 15.0 16.0 12.0

Customer Follow-up

Initiates customer accounting follow-ups for late payments

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.

Features

Automatic Email Notification for Unpaid Invoices

Automatically generate email for customers with unpaid invoices.

Follow-up levels

Configure follow-up levels.

Seperate Mail for Each Levels

Sends separate mail for each level.

Schedule Emails

Schedule email before/after due date.

Repeated Emails

Possible to set repeated emails after/before in days/hours.

Screenshots

Configure follow-up levels

Go to Invoicing --> Configuration --> Management --> Follow-up Levels in order to configure levels in follow-up.

Set up remainder emails

You can set remainder emails (days/hours after/before due date when email has to be sent). Also set separate mail for each level.

Automatic description change based on context

If we select After/Before option, the description in the email template changed automatically or also we can edit the content before send.

Differentiate easily between the mails set for before / after the due date

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.

See if there are unpaid customer invoices

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.

Unpaid customer invoice details

If there are any unpaid invoices, the tab become like below.

See automatic actions / Manually send emails

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.

View sent emails

After sending the email, you can see the sent email from the contacts page like below.

Print sent emails

Print out the unpaid invoice details by using PRINT LETTER button.

Send mail to customers with unpaid invoices based on follow-up levels.

Go to Invoicing --> Send Overdue in order to send email to customers with unpaid invoices based on follow-up levels.

Print list of invoices and thier due amount

Click on Print Letter button. Then you can print out the due amount invoice list of all customers like below.

View the number of customers to whom emails are sent.

Click on Send emails button. Then you can see the number of customers to whom emails are sent.

View pevious and next actions for a follow-up level

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

Cybrosys Cover Video

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