Customer Payment Follow-up Management

by
Odoo

111.78

v 15.0 Third Party 97
Live Preview
Required Apps Invoicing (account)
Lines of code 1940
Technical Name customer_account_followup
LicenseSee License tab
Websitehttp://www.probuse.com
Also available in version v 14.0 v 12.0 v 10.0 v 11.0 v 13.0 v 9.0
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Required Apps Invoicing (account)
Lines of code 1940
Technical Name customer_account_followup
LicenseSee License tab
Websitehttp://www.probuse.com
Also available in version v 14.0 v 12.0 v 10.0 v 11.0 v 13.0 v 9.0

Customer Payment Follow-up Management

Follow Up to Customer For Due Payments

Accounting Customer Follow Up Odoo App

This app allows your sales team / accounting team to follow up to customers for due payments. System allows you to configure follow up levels and based on configured follow up levels system will send email to customers.


Main Features:
  • This app allows you to do follow up to your customer for unpaid invoices.
  • System allows you to print follow up letters for unpaid invoices, with multi-level recalls.
  • You can configure multiple follow up levels of recall through the menu:Accounting/Configuration/Follow-up/Follow-up Levels.
  • Once it is configured, users can print recalls every day through simply clicking on the menu.
  • Sales/Followup/Send Letters and Emails supporting multi company setup and system consider current logged in user's company to send follow up.
  • System also allows you to go to customer form and print overdue follow up reports and also allow you to send it by email directly from the customer form. Showing you to follow up history on customer form.
  • This app does not send any emails / letters automatically to the customers so the user has to go to menus shown in below screenshots and run the follow up process.
  • Compatibility: Supporting only Odoo Community Edition only.
  • For more details please watch the video and check below screenshots.

Available Menus:

  • Accounting
    • Configuration
      • Follow-up
        • Follow-up Levels
    • Followup
      • Payment Follow-up
        • My Follow-Ups
      • Send Letters and Emails
      • Do Manual Follow-Ups
  • Sales
    • Followup
      • Payment Follow-up
        • My Follow-Ups
      • Send Letters and Emails
      • Do Manual Follow-Ups

Edition Compatibility:


Only Community

Configuration - Follow-up Levels Menu

Configuration - Follow-up Levels

Overdue Payment Details on Customer

Send/Print Overdue Followup - Send Letters and Emails Menu

Send/Print Overdue Followup - Send Letters and Emails

Overdue Followup Summary After Running (Send Letters and Emails)

Downloaded Letters - PDF

Followup Email to Your Customer

Do Manual Followup Menu

Do Manual Followup! Form View

Do Manual Followup! Tree View

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.
The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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