| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 12250 |
| 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 |
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.
Are you ready to make your business more
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odoo@cybrosys.com
+91 9074270811
Configure follow-up levels.
Go to Accounting --> Configuration --> Management --> Follow-up Levels in order to configure levels in follow-up.
Set up reminder emails.
You can set reminder 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 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.
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.
The module allows you to configure automated reminder emails for overdue invoices, which can be customized based on different levels of overdue status (e.g., 7 days, 14 days, etc.). This helps streamline follow-up processes, ensuring customers are reminded promptly about outstanding payments, thereby improving cash flow management.
Yes, this module is specifically designed to work with Odoo 18 Community Edition and not for odoo 18 enterprise edition.
The module provides a centralized view of all unpaid invoices directly in the partner form. It also allows quick creation of personalized reminder letters or emails, enabling seamless communication with customers to encourage timely payments and enhance cash flow management.
Latest Release 18.0.1.0.0
17th October, 2024- Initial Commit for Customer Followup.
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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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