Collections, Dunning & Promise-to-Pay
Multi-strategy dunning journeys, promise-to-pay tracking, broken-promise escalation and collector work queues
Multi-strategy dunning journeys, promise-to-pay tracking, broken-promise escalation and collector work queues
Key Features
Collections Case
Collections Case. Tracks Reference, Customer, Assigned Collector, Total Receivable, Overdue Balance. One-click start collection, register promise, log contact, open dispute, mark resolved.
Collections Effectiveness Analysis
Collections Effectiveness Analysis.
Collections Contact Attempt
Collections Contact Attempt. Tracks Case, Customer, Collector, When, Channel. One-click create promise from contact.
Collections Dispute Hold
Collections Dispute Hold. Tracks Reference, Case, Reason, Disputed Amount, Raised On. One-click investigate, resolve valid, resolve credit, reject.
Dunning Strategy
Dunning Strategy. Tracks Company, Color Index, Playbook Notes, Risk Segments, Customer Segments. One-click view levels.
Dunning Level / Step
Dunning Level / Step. Tracks Target Bucket, Trigger After (days overdue), Action, Escalation Level, Charge Dunning Fee.
Collections Payment Plan
Collections Payment Plan. Tracks Reference, Case, Total to Settle, Number of Instalments, First Instalment Date. One-click generate installments, cancel, view installments.
Promise to Pay
Promise to Pay. Tracks Reference, Collections Case, Customer, Collector, Promised Amount. One-click activate, register payment, mark kept, mark broken, cancel.
Use Cases
Screenshots
Collections Cases
Contact Attempts
Disputes
Dunning Strategies
Collection Effectiveness
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: 35+
- Author: Pokutsoft
- Dependencies: base, mail
- Support: support@pokutsoft.com
- Update date: 2026-07-18
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 2259 |
| Technical Name |
collections_dunning_promise_to_pay |
| License | OPL-1 |
| Website | https://pokutsoft.com |
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