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AI Smart Payment Reminder

by
Odoo

$ 18.99

v 17.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
Lines of code 234
Technical Name ai_smart_payment_reminder
LicenseLGPL-3
Websitehttps://github.com/arya4100/ai-smart-payment-reminder
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
Lines of code 234
Technical Name ai_smart_payment_reminder
LicenseLGPL-3
Websitehttps://github.com/arya4100/ai-smart-payment-reminder
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 Nudge

Default: 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 Reminder

Default: 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 Warning

Default: 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.

✅ How it works:

  1. Invoice reaches Level 2 (7 days overdue)
  2. WhatsApp Reminder button appears on the invoice
  3. Your team clicks it — WhatsApp opens with a pre-filled message
  4. Hit Send — done! Personal, fast, and effective.

📋 Pre-filled message includes:

  • Customer name (personalised)
  • Invoice reference number
  • Invoice amount
  • Due date

⭐ Key Features

🚀 100% Automated

Set 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 Button

One-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 Reminders

Each invoice tracks its own reminder level. Customers are never spammed — clean, professional, and respectful communication.

🏢 Multi-Company Ready

Settings are configured per company. Each company can have its own thresholds and manager CC email address.

⚙️ Fully Configurable

Change day thresholds for each level from Accounting → Configuration → Settings. No technical knowledge or code changes required.

🔑 Zero External Dependencies

Pure Odoo — no external APIs, no SaaS fees, no monthly subscriptions. One-time purchase. Works on Odoo.sh and On Premise.

🎨 Ribbon Badges on Invoices

Color-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 3

Set 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 List with Reminder Levels

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.

Invoice Form with WhatsApp Button

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.

Accounting Settings - AI Smart Payment Reminder

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.

Email Inbox showing Payment Reminder

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.

Automated Payment Reminder 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.

WhatsApp Click-to-Chat with Pre-Filled Invoice Reminder

🔧 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

  1. Purchase and download the module from the Odoo App Store.
  2. Extract the ai_smart_payment_reminder folder into your Odoo addons/ directory.
  3. Restart your Odoo server.
  4. Enable Developer Mode → go to Apps → click Update Apps List.
  5. Search for AI Smart Payment Reminder and click Activate.
  6. Go to Invoicing → Configuration → Settings → find AI Smart Payment Reminders → enable and set your day thresholds.
  7. 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
WhatsApp 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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