| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 10556 |
| 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 Followup
Initiates Customer Accounting Follow-ups for Late Payments.
Key Highlights
Automatic Email Notification for Unpaid Invoices.
Automatically generate email for customers with unpaid invoices.
Follow-up levels.
Configure follow-up levels.
Separate Mail for Each Level.
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.
Configure follow-up levels.
Go to Accounting --> 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 email from the chatter like above.
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 their 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 previous 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.
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Automating
reminders for overdue invoices and facilitating
seamless communication with customers.
-
Optimize
invoice follow-up processes, offering
configurable levels, personalized email
options.
-
Cash flow
management
- Improve cash flow management with this module, as it enables the automation of reminder emails, provides a centralized view of unpaid invoices in the partner form, and facilitates quick letter or email creation with invoice details.
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Initial Commit for Customer Followup.
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Got questions or need help? Get in touch.
odoo@cybrosys.com
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Great help.