| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 906 |
| Technical Name |
s_account_followup |
| License | OPL-1 |
| Website | https://skyerp.net/ |
| Versions | 13.0 14.0 15.0 16.0 17.0 |
Customer Payment Follow-up
Support accountant and salesman follow-up customer's due manually and automatically. Send email and/or letter at difference follow-up level. Analysis customer's due by responsible, salesman, follow-up level using pivot, graph, calander and activity views
Schedule actions to handle follow-up and next reminder automatically.
You must download Customer Payment Follow-up - Sale to use this feature for salesman.
Follow-up by Level
Config Follow-up Level
Account Manager access to Invoicing > Configuration > Follow-up Levels to define follow-up levels
There are 4 levels created after installing the module:
- 15 Days with the email/letter template
- 30 Days
- 45 Days
- 60 Days
Follow-up Customer's Due and Overdue
You can Follow-up manually by click to Follow-up button or wait a schedule action handle automatically then Level and Next Reminder will be changed. Disable Follow-up if you don't want follow-up this customer automatically. However, you can follow-up he/she manually by click on Follow-up button
Exclude Follow-up to exclude receivable lines from Total Due and Total Overdue and they will not send to the customer
List of Customer's Due
Support filter and group by With Overdue, Responsible, Salesperson, Level and Next Reminder
Follow-up Automatically
Schedule action will find customer's overdue and do follow-up based on level configuration and next reminder. Email and Activities will be process automatically
Follow-up manually
Opens a wizard to compose an email, with relevant mail template loaded by default with attachment if current level set to send email and email template. The Level and Next Reminder will be changed after Follow-up
Email and attachment content will be displayed based on language of the Customer Email and attachment will be attached into Customer Follow-up form
Follow-up manually
Opens a wizard to compose an email, with relevant mail template loaded by default with attachment if current level set to send email and email template. The Level and Next Reminder will be changed after Follow-up
Email and attachment content will be displayed based on language of the Customer Email and attachment will be attached into Customer Follow-up form
Print Letter
Schedule Activities
Activities will be scheduled after follow-up manually or automatically based on the current follow-up level of the customer
Responsible also set based on follow-up level configurtaion automatically
Follow-up Reporting
For Salesman
You must download Customer Payment Follow-up - Sale module to use this feature
Salesperson can access to Customer Follow-up via menu Sales > Orders > Follow-up with Own Document Only and All Documents rules
Customer Follow-up can filter and group by Salesperson in Follow-up Reporting
Multi Language
Email and Letter content displayed by language of cutomer.
Config Follow-up Level
Access to menu Invoicing > Configuration > Follow-up Level to create or edit level
- Levels ordered by Remind days after due date.
- Auto Follow-up: If checked, Follow-ups in this level will be follow-up automatically by a schedule action.
- Letter/Email Template: content template used to send email and/or print letter .
- Schedule Activity: If checked, a activity will created after follow-up manually or automatically.
- Default Responsible:
- None: Responsible will be set manually on Customer Follow-up form
- Specified User: Responsible will be set on Customer Follow-up when its level changed automatically
- Activity Type, Summary, Note used to create activity.
Follow-up
Customer Follow-up managed via 2 menus Invoicing > Customers > Follow-up and Sales > Orders > Follow-up (if you download Customer Payment Follow-up - Sale). Customer Follow-up auto generated when post invoices or unreconcile journal item, removed when reconcile journal item.
- Next Reminder and Level can be set manual by user or auto after do follow-up manually and automatically.
- Follow-up Lines auto generated when post invoices or unreconcile journal item, removed when reconcile journal item.
- Total Due: sum of Residual Amount of all Lines without excluded follow-up
- Total Overdue: sum of Residual Amount has due date greater than today without excluded follow-up
- Disable Follow-up: If checked, this customer will not follow-up automatically. However, you can follow-up manually
- Follow-up Button: using when you want to follow-up manual. It opens a wizard to compose an email, with relevant mail template loaded by default if current level set to Send Email.
- Print Letter: using when you print letter pdf file with content template loaded by default if Letter/Email Template set.
- Email attachment and Letter pdf attached in to this form after send or print.
Schedule Action
Schedule action used to follow-up automatically. Every time this action run, it will perform follow-up based on current level and next reminder. It only run when the next reminder is earlier than today and curent level set to Auto Follow-up
Next Level and Next Reminder will set auto for the Customer after this action run. Email sent and Activity created automatically based on level configuration
For Salesman
There is menu Sales > Orders > Follow-up for Salesman to access Customer Follow-up with Own Document Only and All Documents rules
Follow-up Reporting
At Customer Follow-up list, you can analysis follow-up and overdue of customer by using Pivot, Calendar, Graph, Activity views
Access Right
- Invoicing / Billing:
- Access and edit some field on Customer Follow-up (Responsible, Next Reminder, Leve)
- Perform Follow-up manual and Print Letter
- Invoicing / Billing Adinistrator:
- Config Follow-up Level
- Sale / Own Documents Only:
- Readonly customer follow-up with Own Document Only rule
- Perform Follow-up manual and Print Letter
- Sale / All Documents
- Readonly customer follow-up with All Documents rules
- Perform Follow-up manual and Print Letter
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