| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 12946 |
| Technical Name |
customer_followup_community |
| License | OPL-1 |
| Website | https://www.cybrosys.com |
| Versions | 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Customer Follow-up
Initiates customer accounting follow-ups for late payments
Explore this module
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.
Our Services
Odoo Customization
Odoo Implementation
Odoo Support
Hire Odoo Developer
Odoo Integration
Odoo Migration
Odoo Consultancy
Odoo Implementation
Odoo Licensing Consultancy
Our Industries
Trading
Easily procure and sell your products
POS
Easy configuration and convivial experience
Education
A platform for educational management
Manufacturing
Plan, track and schedule your operations
E-commerce & Website
Mobile friendly, awe-inspiring product pages
Service Management
Keep track of services and invoice
Restaurant
Run your bar or restaurant methodically
Hotel Management
An all-inclusive hotel management application
Need Help?
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.
Please log in to comment on this module