| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 234 |
| Technical Name |
ai_smart_payment_reminder |
| License | LGPL-3 |
| Website | https://github.com/arya4100/ai-smart-payment-reminder |
AI Smart Payment Reminder — Hands-Free Invoice Escalation
AI Smart Payment Reminder automatically chases overdue invoices through a 3-level escalation system — starting with a polite email, escalating to a firm reminder with a WhatsApp quick-link button, and finally sending an urgent alert CC'd to your manager. Completely hands-free. Zero API keys. Zero monthly fees. Works on Odoo 17 & 18.
✅ Odoo 17 ✅ Odoo 18 📱 WhatsApp Ready 🚀 No API Keys 💡 One-Time Purchase
⚙️ How It Works — Fully Automatic
A daily background job silently checks all posted, unpaid invoices every night. Based on how many days overdue each invoice is, it automatically escalates through three levels — no manual action required from your team.
🔵 Level 1 — Gentle NudgeDefault: 3 days overdue A warm, polite email is sent to the customer reminding them the invoice is overdue. Friendly tone — keeps the relationship intact. |
🟡 Level 2 — Firm ReminderDefault: 7 days overdue A firm email is sent AND a WhatsApp quick-link button appears on the invoice form — one click opens a pre-filled WhatsApp chat. No WhatsApp Business API needed. |
🔴 Level 3 — Urgent WarningDefault: 14 days overdue An urgent email is sent to the customer and automatically CC'd to your configured manager email — keeping your team informed without any manual action. |
📱 WhatsApp Integration — No API, No Fees
Most WhatsApp integrations require an expensive WhatsApp Business API subscription. This module uses a free click-to-chat link instead — the same technology used by millions of businesses worldwide.
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✅ How it works:
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📋 Pre-filled message includes:
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⭐ Key Features
🚀 100% AutomatedSet it and forget it. The daily cron job runs every night without any manual action. Just enable it in settings and it works. |
📱 WhatsApp Quick-Link ButtonOne-click WhatsApp reminder directly from the invoice form. Opens WhatsApp Web or App with a pre-written message. No WhatsApp Business API or third-party fees. |
🛡️ No Duplicate RemindersEach invoice tracks its own reminder level. Customers are never spammed — clean, professional, and respectful communication. |
🏢 Multi-Company ReadySettings are configured per company. Each company can have its own thresholds and manager CC email address. |
⚙️ Fully ConfigurableChange day thresholds for each level from Accounting → Configuration → Settings. No technical knowledge or code changes required. |
🔑 Zero External DependenciesPure Odoo — no external APIs, no SaaS fees, no monthly subscriptions. One-time purchase. Works on Odoo.sh and On Premise. |
🎨 Ribbon Badges on InvoicesColor-coded ribbon labels (Level 1 / 2 / 3) appear directly on the invoice form — instantly see the escalation status at a glance. |
📧 Manager Auto-CC on Level 3Set a manager email once in settings. All Level 3 urgent reminders are automatically CC'd — your team stays in the loop without lifting a finger. |
📸 Screenshots
Invoice List — Overview with Reminder Levels
A clean list of all customer invoices. Filter and track which invoices have received reminders and at what level.
Invoice Form — WhatsApp Reminder Button
The WhatsApp Reminder button appears directly in the invoice header. One click opens WhatsApp with the customer's number and a pre-written reminder message — no typing needed.
Accounting Settings — Simple One-Page Configuration
Enable the module and configure your escalation thresholds from the standard Invoicing → Configuration → Settings page. The AI Smart Payment Reminders section integrates seamlessly — no extra menus.
Email Inbox — Reminder Delivered & Caught
All reminder emails are delivered through Odoo's standard mail engine. This shows the email arriving in the inbox with the subject, sender, and recipient — clean and professional.
Automated Email — Professional & Branded
Each reminder level sends a professionally formatted email to the customer using Odoo's standard mail engine. Level 3 automatically CC's your configured manager email.
WhatsApp — Click-to-Chat with Pre-Filled Message
When clicking the WhatsApp Reminder button on an invoice, WhatsApp opens instantly with the customer's phone number and a pre-written message including the invoice reference, amount, and due date. No typing — just press Send.
🔧 Configuration Settings
Go to Invoicing → Configuration → Settings to configure:
| Setting | Default | Description |
| Enable Smart Reminders | Off | Toggle to activate the automated daily reminder cron job |
| Level 1 Days (Gentle) | 3 days | Days overdue before first gentle email is sent |
| Level 2 Days (Firm) | 7 days | Days overdue before firm email + WhatsApp button appears |
| Level 3 Days (Urgent) | 14 days | Days overdue before urgent email with manager auto-CC |
| Manager Email (L3 CC) | Empty | Email address automatically CC'd on all Level 3 urgent reminders |
🏆 Who Is This For?
- ✅ Small to medium businesses who need automated invoice follow-up without extra tools
- ✅ Freelancers & consultants who bill clients and hate chasing payments manually
- ✅ Accounting teams who want hands-free escalation without costly third-party tools
- ✅ Companies using WhatsApp for customer communication who want invoice reminders — without paying for Business API
- ✅ Any Odoo 17 or 18 user who wants a plug-and-play, zero-configuration payment reminder solution
📦 Installation & Quick Start
- Purchase and download the module from the Odoo App Store.
- Extract the
ai_smart_payment_reminderfolder into your Odooaddons/directory. - Restart your Odoo server.
- Enable Developer Mode → go to Apps → click Update Apps List.
- Search for AI Smart Payment Reminder and click Activate.
- Go to Invoicing → Configuration → Settings → find AI Smart Payment Reminders → enable and set your day thresholds.
- Done! The module will run automatically every night. ✅
🔧 Technical Information
| Odoo Version | 17.0, 18.0 |
| Dependencies | account, mail |
| Module Technical Name | ai_smart_payment_reminder
|
| Email Escalation | 3 configurable levels — Gentle / Firm / Urgent |
| Click-to-chat quick link — no WhatsApp Business API needed | |
| Automation | Daily scheduled cron job (configurable frequency) |
| Multi-Company | Yes — settings are company-specific |
| License | LGPL-3 |
| Availability | Odoo.sh ✅ On-Premise ✅ |
📬 Support & Contact
Need help with installation or configuration? We're here for you.
Email: aryapatel4100@gmail.com
We respond within 24 hours on business days. Bug reports and feature requests are always welcome.
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