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  1. APPS
  2. Accounting
  3. Automated Payment Reminder v 18.0
  4. Sales Conditions FAQ

Automated Payment Reminder

by Cerevantix Technologies https://cerevantix.com
Odoo

$ 49.00

v 18.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
Lines of code 546
Technical Name account_payment_reminder
LicenseOPL-1
Websitehttps://cerevantix.com
Versions 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
Lines of code 546
Technical Name account_payment_reminder
LicenseOPL-1
Websitehttps://cerevantix.com
Versions 17.0 18.0
  • Description
  • License
CEREVANTIX TECHNOLOGIES

Automated Payment Reminders for overdue invoices

Multi-level email reminders sent automatically on a schedule, with a kanban board showing every overdue invoice, reminder logs on each invoice, and a manual send button — all built natively on Odoo Accounting.

THE PROBLEM

Overdue invoices pile up with no systematic follow-up. Accounts teams send reminders manually, forget which customers were contacted, and have no audit trail of what was sent or when.

THE SOLUTION

Configure reminder schedules with escalating levels (7, 14, 30 days overdue), let the daily cron send the right email at the right time, and see every overdue invoice with its status on a single kanban board.

CAPABILITIES

Everything accounts receivable needs

Every capability below is implemented in the module.

01

Multi-Level Reminder Schedules

Create any number of escalating reminder levels (friendly, second notice, final notice), each with its own days-overdue trigger, email template, and optional subject override.

02

Daily Cron Automation

A scheduled action runs daily, finds every overdue unpaid invoice, determines the right reminder level, sends the email, and logs the action — hands-free accounts receivable follow-up.

03

Overdue Invoice Kanban

A dedicated kanban board under Accounting → Reporting shows all overdue invoices grouped by reminder status (none, pending, sent, paused) with partner, amount, and due date visible at a glance.

04

Manual Send & Pause

Send the next reminder immediately from the invoice form with one click. Pause reminders for customers in dispute, then resume when resolved — the cron skips paused invoices.

05

Full Reminder Audit Log

Every reminder sent creates a log entry with the date, channel, template level, and status (sent/failed). The smart button on each invoice shows the reminder count and opens the full log instantly.

06

Per-Invoice Schedule Override

Set a company-wide default reminder schedule, then override it per invoice for specific customers who need a different cadence — VIPs, high-risk accounts, or long-term partners.

07

Customisable Email Templates

Three ready-to-use Odoo mail templates (friendly, second notice, final notice) with invoice details, amount due, due date, and portal payment link. Edit directly in Odoo's template editor.

08

Next Reminder Tracking

Computed fields show the last reminder date and the next due date directly on the invoice list. Your team always knows where each invoice stands in the follow-up workflow.

09

Idempotent & Duplicate-Safe

The cron never sends the same reminder level twice for the same invoice. Running it multiple times in a day is safe — customers receive exactly the reminders they should, no duplicates.

WORKFLOW

How it works

1

Configure Schedule

Create a reminder schedule with levels at 7, 14, and 30 days overdue. Set your company default.

2

Post Invoices

Work as normal in Odoo Accounting. No changes to your invoicing flow are needed.

3

Cron Runs Daily

Each morning the scheduler finds overdue invoices and sends the next reminder email automatically.

4

Monitor & Act

Review the Overdue Reminders kanban, send manual reminders, or pause invoices in dispute.

SCREENSHOTS

See it in action

Real screens from the module, captured on Odoo 18.

01 — OVERDUE INVOICE BOARD
Overdue invoices kanban board grouped by reminder status

Overdue Reminders kanban — every unpaid overdue invoice grouped by status (none, sent, paused).

Overdue invoices list view with reminder status column

List view of overdue invoices with reminder status badges, amounts, and due dates.

02 — REMINDER SCHEDULES
Reminder schedule list

All configured reminder schedules — each one defines its own set of escalating reminder levels.

Reminder schedule form with 3 levels

“Standard 3-Level Reminder” schedule: three levels at 7, 14, and 30 days overdue, each with its own email template.

03 — INVOICE INTEGRATION
Invoice form with Payment Reminders tab and smart button

Invoice form with the Payment Reminders tab (schedule, status, send/pause buttons) and reminder count smart button.

Invoice list with reminder status column

Standard invoice list with reminder status, last reminder date, and next reminder date columns added.

04 — REMINDER AUDIT LOG
Reminder log list with sent dates and channels

Reminder Log: every send recorded with invoice reference, partner, date, level, channel, and sent/failed status.

QUESTIONS

Frequently asked

Will it send duplicate reminders if the cron runs twice?

No. The cron checks whether each reminder level has already been sent for an invoice. Running it multiple times in a day produces no duplicate emails — it is fully idempotent.

Can I use different reminder schedules for different customers?

Yes. The company-wide default applies to all invoices, but you can override the schedule per invoice. Set a different (or more aggressive) schedule on any individual invoice.

What happens when an invoice is paid?

The cron only processes invoices with payment_state not in paid, reversed, or in_payment. Once an invoice is paid, it is automatically excluded from all future reminder runs.

Can I stop reminders for a specific customer temporarily?

Yes. The Pause button on the invoice form sets reminder_status to paused. The cron skips paused invoices entirely. Use Resume to re-activate when the dispute or arrangement is resolved.

SUPPORT

30 days of free support, included

Every purchase comes with 30 days of complimentary support. Reach our team and we will help you install, configure, and get the most out of the module.

Email support Visit website
cerevantix .

Empowering growth through technology.

Automated payment reminders, overdue invoice follow-up, and accounts receivable workflow — built natively on Odoo.

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.

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