Customer Payment Follow-up Management

by
Odoo

$ 109.50

v 16.0 Third Party 101
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
Lines of code 1924
Technical Name customer_account_followup
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 16.0 14.0 13.0 15.0 12.0 9.0 10.0 11.0 17.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
Lines of code 1924
Technical Name customer_account_followup
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 16.0 14.0 13.0 15.0 12.0 9.0 10.0 11.0 17.0

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 with customers for due payments. The system allows you to configure follow-up levels and based on configured follow-up levels system will send emails to customers.


Main Features:
  • This app allows you to follow up with your customer for unpaid invoices.
  • The 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 by 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.
  • The system also allows you to go to the customer form and print overdue follow-up reports and also allows you to send it by email directly from the customer form. Showing you to follow-up history on the customer form.
  • This app does not send any emails/letters automatically to the customers so the user has to go to the menus shown below screenshots and run the follow-up process.
  • Compatibility: Supporting only Odoo community edition only.
  • For more details please watch the video and check the 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 Form

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 Sample

Followup Email to 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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There are no ratings yet!
by
sisma
on 3/7/23, 8:45 PM Confirmed Purchase

RPC_ERROR
Odoo Server Error
Traceback (most recent call last):
File "C:\Odoo 16\server\odoo\http.py", line 1583, in _serve_db
return service_model.retrying(self._serve_ir_http, self.env)
File "C:\Odoo 16\server\odoo\service\model.py", line 134, in retrying
result = func()
File "C:\Odoo 16\server\odoo\http.py", line 1612, in _serve_ir_http
response = self.dispatcher.dispatch(rule.endpoint, args)
File "C:\Odoo 16\server\odoo\http.py", line 1810, in dispatch
result = self.request.registry['ir.http']._dispatch(endpoint)
File "C:\Odoo 16\server\odoo\addons\website\models\ir_http.py", line 235, in _dispatch
response = super()._dispatch(endpoint)
File "C:\Odoo 16\server\odoo\addons\base\models\ir_http.py", line 149, in _dispatch
result = endpoint(**request.params)
File "C:\Odoo 16\server\odoo\http.py", line 698, in route_wrapper
result = endpoint(self, *args, **params_ok)
File "C:\Odoo 16\server\odoo\addons\web\controllers\dataset.py", line 46, in call_button
action = self._call_kw(model, method, args, kwargs)
File "C:\Odoo 16\server\odoo\addons\web\controllers\dataset.py", line 33, in _call_kw
return call_kw(request.env[model], method, args, kwargs)
File "C:\Odoo 16\server\odoo\api.py", line 461, in call_kw
result = _call_kw_multi(method, model, args, kwargs)
File "C:\Odoo 16\server\odoo\api.py", line 448, in _call_kw_multi
result = method(recs, *args, **kwargs)
File "", line 2, in button_immediate_install
File "C:\Odoo 16\server\odoo\addons\base\models\ir_module.py", line 76, in check_and_log
return method(self, *args, **kwargs)
File "C:\Odoo 16\server\odoo\addons\base\models\ir_module.py", line 491, in button_immediate_install
return self._button_immediate_function(type(self).button_install)
File "C:\Odoo 16\server\odoo\addons\base\models\ir_module.py", line 615, in _button_immediate_function
registry = modules.registry.Registry.new(self._cr.dbname, update_module=True)
File "", line 2, in new
File "C:\Odoo 16\server\odoo\tools\func.py", line 87, in locked
return func(inst, *args, **kwargs)
File "C:\Odoo 16\server\odoo\modules\registry.py", line 90, in new
odoo.modules.load_modules(registry, force_demo, status, update_module)
File "C:\Odoo 16\server\odoo\modules\loading.py", line 489, in load_modules
loaded_modules, update_module, models_to_check)
File "C:\Odoo 16\server\odoo\modules\loading.py", line 373, in load_marked_modules
perform_checks=perform_checks, models_to_check=models_to_check
File "C:\Odoo 16\server\odoo\modules\loading.py", line 230, in load_module_graph
load_data(cr, idref, mode, kind='data', package=package)
File "C:\Odoo 16\server\odoo\modules\loading.py", line 71, in load_data
tools.convert_file(cr, package.name, filename, idref, mode, noupdate, kind)
File "C:\Odoo 16\server\odoo\tools\convert.py", line 763, in convert_file
convert_xml_import(cr, module, fp, idref, mode, noupdate)
File "C:\Odoo 16\server\odoo\tools\convert.py", line 829, in convert_xml_import
obj.parse(doc.getroot())
File "C:\Odoo 16\server\odoo\tools\convert.py", line 749, in parse
self._tag_root(de)
File "C:\Odoo 16\server\odoo\tools\convert.py", line 698, in _tag_root
f(rec)
File "C:\Odoo 16\server\odoo\tools\convert.py", line 709, in _tag_root
raise ParseError(msg) from None # Restart with "--log-handler odoo.tools.convert:DEBUG" for complete traceback
odoo.tools.convert.ParseError: while parsing file:/c:/odoo 16/server/odoo/addons/customer_account_followup/res_config_view.xml:4
Ocurrió un error al validar la vista:

Element '' cannot be located in parent view

View error context:
{'file': 'c:\\odoo '
'16\\server\\odoo\\addons\\customer_account_followup\\res_config_view.xml',
'line': 3,
'name': 'res.config.settings.account.followup',
'view': ir.ui.view(2920,),
'view.model': 'res.config.settings',
'view.parent': ir.ui.view(698,),
'xmlid': 'res_config_settings_view_form_inherit'}


The above server error caused the following client error:
RPC_ERROR: Odoo Server Error
at makeErrorFromResponse (http://localhost:8069/web/assets/1728-4137d21/web.assets_backend.min.js:967:163)
at XMLHttpRequest. (http://localhost:8069/web/assets/1728-4137d21/web.assets_backend.min.js:974:13)

Re:
by
Mustufa
on 3/9/23, 1:14 AM Author

Hello,

We have fixed that issue now, you can download latest copy of customer_account_followup v16 from your odoo account. Now module working fine as shown.

Regards,

Probuse Team

by
sisma
on 3/7/23, 8:45 PM Confirmed Purchase

RPC_ERROR
Odoo Server Error
Traceback (most recent call last):
File "C:\Odoo 16\server\odoo\http.py", line 1583, in _serve_db
return service_model.retrying(self._serve_ir_http, self.env)
File "C:\Odoo 16\server\odoo\service\model.py", line 134, in retrying
result = func()
File "C:\Odoo 16\server\odoo\http.py", line 1612, in _serve_ir_http
response = self.dispatcher.dispatch(rule.endpoint, args)
File "C:\Odoo 16\server\odoo\http.py", line 1810, in dispatch
result = self.request.registry['ir.http']._dispatch(endpoint)
File "C:\Odoo 16\server\odoo\addons\website\models\ir_http.py", line 235, in _dispatch
response = super()._dispatch(endpoint)
File "C:\Odoo 16\server\odoo\addons\base\models\ir_http.py", line 149, in _dispatch
result = endpoint(**request.params)
File "C:\Odoo 16\server\odoo\http.py", line 698, in route_wrapper
result = endpoint(self, *args, **params_ok)
File "C:\Odoo 16\server\odoo\addons\web\controllers\dataset.py", line 46, in call_button
action = self._call_kw(model, method, args, kwargs)
File "C:\Odoo 16\server\odoo\addons\web\controllers\dataset.py", line 33, in _call_kw
return call_kw(request.env[model], method, args, kwargs)
File "C:\Odoo 16\server\odoo\api.py", line 461, in call_kw
result = _call_kw_multi(method, model, args, kwargs)
File "C:\Odoo 16\server\odoo\api.py", line 448, in _call_kw_multi
result = method(recs, *args, **kwargs)
File "", line 2, in button_immediate_install
File "C:\Odoo 16\server\odoo\addons\base\models\ir_module.py", line 76, in check_and_log
return method(self, *args, **kwargs)
File "C:\Odoo 16\server\odoo\addons\base\models\ir_module.py", line 491, in button_immediate_install
return self._button_immediate_function(type(self).button_install)
File "C:\Odoo 16\server\odoo\addons\base\models\ir_module.py", line 615, in _button_immediate_function
registry = modules.registry.Registry.new(self._cr.dbname, update_module=True)
File "", line 2, in new
File "C:\Odoo 16\server\odoo\tools\func.py", line 87, in locked
return func(inst, *args, **kwargs)
File "C:\Odoo 16\server\odoo\modules\registry.py", line 90, in new
odoo.modules.load_modules(registry, force_demo, status, update_module)
File "C:\Odoo 16\server\odoo\modules\loading.py", line 489, in load_modules
loaded_modules, update_module, models_to_check)
File "C:\Odoo 16\server\odoo\modules\loading.py", line 373, in load_marked_modules
perform_checks=perform_checks, models_to_check=models_to_check
File "C:\Odoo 16\server\odoo\modules\loading.py", line 230, in load_module_graph
load_data(cr, idref, mode, kind='data', package=package)
File "C:\Odoo 16\server\odoo\modules\loading.py", line 71, in load_data
tools.convert_file(cr, package.name, filename, idref, mode, noupdate, kind)
File "C:\Odoo 16\server\odoo\tools\convert.py", line 763, in convert_file
convert_xml_import(cr, module, fp, idref, mode, noupdate)
File "C:\Odoo 16\server\odoo\tools\convert.py", line 829, in convert_xml_import
obj.parse(doc.getroot())
File "C:\Odoo 16\server\odoo\tools\convert.py", line 749, in parse
self._tag_root(de)
File "C:\Odoo 16\server\odoo\tools\convert.py", line 698, in _tag_root
f(rec)
File "C:\Odoo 16\server\odoo\tools\convert.py", line 709, in _tag_root
raise ParseError(msg) from None # Restart with "--log-handler odoo.tools.convert:DEBUG" for complete traceback
odoo.tools.convert.ParseError: while parsing file:/c:/odoo 16/server/odoo/addons/customer_account_followup/res_config_view.xml:4
Ocurrió un error al validar la vista:

Element '' cannot be located in parent view

View error context:
{'file': 'c:\\odoo '
'16\\server\\odoo\\addons\\customer_account_followup\\res_config_view.xml',
'line': 3,
'name': 'res.config.settings.account.followup',
'view': ir.ui.view(2920,),
'view.model': 'res.config.settings',
'view.parent': ir.ui.view(698,),
'xmlid': 'res_config_settings_view_form_inherit'}


The above server error caused the following client error:
RPC_ERROR: Odoo Server Error
at makeErrorFromResponse (http://localhost:8069/web/assets/1728-4137d21/web.assets_backend.min.js:967:163)
at XMLHttpRequest. (http://localhost:8069/web/assets/1728-4137d21/web.assets_backend.min.js:974:13)

Re:
by
Mustufa
on 3/9/23, 1:14 AM Author

Hello,

We have fixed that issue now, you can download latest copy of customer_account_followup v16 from your odoo account. Now module working fine as shown.

Regards,

Probuse Team