$ 320.18
In-App Purchases| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Sales (sale_management) • Website (website) |
| Lines of code | 2058 |
| Technical Name |
dunning_automation |
| License | OPL-1 |
| Website | https://arcivo.odoo.com/ |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Sales (sale_management) • Website (website) |
| Lines of code | 2058 |
| Technical Name |
dunning_automation |
| License | OPL-1 |
| Website | https://arcivo.odoo.com/ |
| Versions | 18.0 19.0 |
Stop Chasing Invoices.
Start Getting Paid.
Multi-channel dunning automation that escalates from Email → SMS → WhatsApp with real-time DSO tracking, dispute management, and one-click payment links.
Reduction in overdue invoices
Saved per day, per AR clerk
External dependencies
Odoo 19 native
Your AR Team's Unfair Advantage
Everything your finance team needs to collect faster — automated, logged, fully inside Odoo.
Multi-Channel
Escalation
Email → SMS → WhatsApp → Activity, each level auto-triggered.
Per-Customer
Strategy Profiles
VIP, Standard, or custom dunning strategies per customer.
Dispute Flag
& Auto-Pause
One click pauses all dunning — no reminders during disputes.
Payment Link
Injection
Secure, expiring payment portal link in every message.
DSO Analytics
Dashboard
Real-time Days Sales Outstanding and recovery rate tracking.
Statutory Interest
Calculation
Auto-computed late payment interest on final notices.
DSO Analytics
Dashboard
Live Days Sales Outstanding, recovery rate, overdue AR, channel breakdown and top debtor ranking — all in one view.
The Right Message, Every Time
Three-level automatic escalation — configured once, runs forever.
Soft Email Reminder
Friendly branded email with invoice details and a secure payment button. Warm and professional tone.
SMS Follow-Up
Concise SMS nudge sent directly to mobile with a payment link. High open-rate, hard to ignore.
Final Notice + Interest
Firm final notice with statutory interest auto-computed. Sales rep escalated via internal activity.
Up & Running in 5 Minutes
Follow these steps after installation to start collecting overdue payments automatically.
First — Assign User Access
After installation, go to Settings → Users, open each user who needs access, and assign them the
AR User or AR Manager role under the
Dunning Automation section. Without this step the Dunning menu will not be visible and users will get an access error.
AR User — can send reminders and view logs | AR Manager — can also configure strategies and templates
Configure a Strategy
Go to Accounting → Dunning → Strategies. A default "Standard B2B" strategy is pre-loaded. Edit it or create a custom one — define the tone (Soft / Standard / Firm) and add dunning levels.
Assign Strategies to Customers
Open any customer in Contacts and go to the Dunning tab. Assign a specific strategy (e.g. VIP — Soft Touch) or leave it blank to use the company default automatically.
Let It Run Automatically
The daily cron job fires every morning automatically. It scans all overdue, unpaid invoices, resolves the right strategy per customer, and dispatches the correct message — no manual action needed.
Pause & Manage Exceptions
On any invoice or customer record, click Pause Dunning to stop reminders immediately. Set an optional Pause Until date and dunning auto-resumes. View the full history via the Dunning Log smart button.
Need to run it manually?
Go to Accounting → Dunning → Send Reminders. Select invoices manually, preview what will be sent (dry run), then click Send All. Errors are reported inline — successful actions are logged immediately.
Verify Everything Works Before Go-Live
Run through these test scenarios in your Odoo 19 staging environment to confirm the full dunning workflow is operating correctly.
Strategy Resolution
UNITWhat to do: Create a customer with no strategy assigned. Create an overdue invoice for them. Run the wizard manually in Preview Only mode.
Expected result: The preview line should show the Standard B2B (Default) strategy and Level 1 at day +3.
Customer Strategy Override
UNITWhat to do: Assign the VIP — Soft Touch strategy to a customer. Create an overdue invoice (4+ days overdue). Run the wizard in Preview Only mode.
Expected result: The preview should show the VIP strategy and Level 1 (Gentle Reminder) at day +7 — NOT the default Standard B2B strategy.
Pause Respected — Customer Level
INTEGRATIONWhat to do: Enable Dunning Paused on a customer. Create an overdue invoice for them. Run the wizard.
Expected result: The invoice should not appear in the preview lines at all. No message should be sent or logged.
Pause Respected — Invoice Level
INTEGRATIONWhat to do: Leave the customer active but click Pause Dunning directly on a specific invoice.
Expected result: Only that invoice is excluded from the run. Other invoices for the same customer are processed normally.
SMS Fallback to Email
CHANNELWhat to do: Configure Level 2 as SMS. Create a customer with no mobile and no phone. Let an invoice reach day +10 overdue and trigger the send.
Expected result: The system should log a warning and fall back to the email template from a previous level if available. No crash should occur.
Payment Link in Email
CHANNELWhat to do: Enable Include Payment Link on Level 1. Trigger a send for an overdue invoice. Open the sent email from the invoice chatter.
Expected result: The email body contains a "Pay Now" button. Clicking it opens the Odoo payment portal pre-loaded with the correct invoice amount.
Auto-Resume After Pause Expiry
CRONWhat to do: Set Pause Until to yesterday's date on a paused customer. Manually trigger the Dunning: Auto-Resume Paused Customers cron from the Scheduled Actions menu.
Expected result: The customer's Dunning Paused flag is automatically cleared. Their invoices appear in the next dunning run preview.
Dunning Log Audit Trail
AUDITWhat to do: After any dunning send, open the invoice and click the Dunning Actions smart button. Also open the customer and check the same button there.
Expected result: A dunning.log record exists showing the channel, level name, amount at send, days overdue, status (sent/failed/skipped), and timestamp — on both the invoice and the partner.
Testing Best Practices
Always test in a staging database — never in production. Use the Preview Only (dry run) mode in the wizard to safely inspect what would be sent without actually dispatching any messages. To simulate overdue invoices quickly, set the due date to a past date directly on a test invoice. Trigger crons manually from Settings → Technical → Scheduled Actions → Run Manually.
Built for Simplicity.
Engineered for Results.
Design
Looks and feels like Odoo. No foreign UI elements.
Tested
Every workflow tested against real Odoo 19 accounting data.
Setup
Install, configure one strategy, and automation starts immediately.
Support
Arcivo support team responds within 24 hours, always.
Need Support?
Contact us for any questions or support needs. The Arcivo team is here to help you get the most out of your dunning automation.
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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