| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 1334 |
| Technical Name |
customer_followup_dunning |
| License | OPL-1 |
| Website | https://pokutsoft.com/ |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 1334 |
| Technical Name |
customer_followup_dunning |
| License | OPL-1 |
| Website | https://pokutsoft.com/ |
| Versions | 18.0 19.0 |
Customer Follow-up & Dunning â Get Paid Faster
Automated accounts-receivable follow-up, dunning levels, reminder emails, statement letters and a collections dashboard
Set it up once and let the scheduler chase overdue customers for you â escalating each account through configurable dunning levels by email, letter or activity.
The problem & who it's for
Odoo Community has no automated payment follow-up, so overdue invoices slip through the cracks and cash flow suffers. Customer Follow-up & Dunning brings configurable accounts-receivable dunning for Odoo Community to every company that invoices: finance teams, accountants and credit controllers define dunning levels once and the scheduler does the chasing â with reminder emails, formal letters and a full audit trail.
Key features
Configurable dunning levels
Define unlimited follow-up levels by how many days an invoice is overdue (for example 7 / 15 / 30 / 60 days), each with its own action and message.
Email / letter / activity actions
Each level chooses an action: send a reminder email from a mail template, print a reminder letter, schedule a follow-up activity, or flag for manual handling.
Per-customer policies
Override the default behaviour per customer: assign a responsible collector, set a grace period, snooze a follow-up, or exclude a disputed or VIP account entirely.
Live follow-up status
Every customer carries a live status: maximum days overdue, oldest due date, current level, next action and next action date â visible right on the partner.
Automatic, scheduled collections
A daily scheduled action scans overdue receivables, advances each customer to the right level, sends the configured reminder, logs an activity for the responsible user, and never double-sends on a same-day re-run.
Collections dashboard
Work a dashboard of customers needing action, sorted by overdue amount, with one-click "Send reminder now", "Mark as done", "Snooze" and "Open partner" buttons.
Reminder-letter PDF
Print a professional QWeb reminder letter listing every overdue invoice â with an optional late-fee percentage per level shown on the letter and dashboard.
Full audit history
Every reminder, escalation and manual action is recorded in a complete follow-up history. Collections User and Manager roles, multi-currency and multi-company safe.
How it works
- Define dunning levels by overdue days, action and optional late-fee percentage.
- Assign follow-up policies per customer, with overrides for collector, grace, snooze or exclusion.
- Let the daily scheduler run â it escalates each overdue customer to the right level and sends the configured reminder.
- Work the collections dashboard, sorted by overdue amount, with one-click actions.
- Print reminder letters and review the full follow-up history at any time.
Why this module
Automated payment follow-up is an Enterprise accounting feature. This module brings configurable
dunning, scheduled escalation and a collections dashboard to Odoo Community,
depending only on account and mail. Idempotent same-day protection means the
scheduler can run safely as often as you like â and your customers are chased on time, every time.
Screenshots
Collections dashboard — overdue customers sorted by balance, with recommended actions and inline Send / Done / Snooze.
Per-customer follow-up: current level, schedule, overrides and full action history.
Configurable dunning levels: email, letter and activity escalation by days overdue.
A dunning level: delay, action type, email template / activity and penalty.
Technical
- Compatible with Odoo 18.0 & 19.0
- License: OPL-1
- Clean install · automated tests
- Dependencies: account, mail (no Enterprise required)
- Support: gencbaris@outlook.com.tr
- 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.
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