| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 1652 |
| Technical Name |
jjro_collections_dunning |
| License | OPL-1 |
| Website | https://aski.dev |
| Versions | 16.0 17.0 18.0 19.0 |
Collections & Dunning AI Cockpit — Know Exactly Who to Chase Today
A live collections work list with a dunning ladder, aging, promises-to-pay and AI-written reminder emails whose tone matches how late each customer is. Bring your own API key.
Your whole overdue book on one screen — who to chase today, their dunning stage, aging, promises and the next action.
- Fires the same template on a schedule
- No priority, no work list, no follow-up
- Same cold tone at 5 days and at 95
- A ranked work list of who to chase today
- Dunning ladder, aging, promises-to-pay & expected recovery
- AI writes the reminder in the right tone for each stage — you review and send
Collect even one overdue invoice a few days sooner and it has already paid for itself — many times over.
From aged balance to action
Open Collections. It reads your posted, unpaid customer invoices — no setup, nothing to import.
One click builds a profile for every customer who owes: overdue balance, aging, dunning stage and the next action.
Work the list top-down, log promises-to-pay and let AI draft the reminder email in the tone that fits each stage.
A work list, not a report
Filter by dunning stage, salesperson or zone. Every row shows the overdue amount, days past due, the stage and the next action — ranked so the most urgent accounts are on top.
A collections card for every customer
Click any customer for the full picture — overdue vs open, aging, the list of overdue invoices, expected recovery, alerts, a promise-to-pay you can log, and the AI dunning email.
AI dunning emails — in the right tone
Add your own Anthropic Claude or OpenAI key and the cockpit drafts a ready-to-send reminder in your language, with the tone set by the dunning stage: a friendly nudge at 5 days, a firm notice at 45, a final demand at 95. The module calls the provider directly from your Odoo — you control the model and the cost — and it never emails anyone by itself: you review and send.
One click sends it — with a clear confirmation of the exact recipient. It goes only to the customer, from your Odoo, and is logged on their record.
Set it up once
Choose your dunning ladder — when an account moves to first, second, final notice or escalation — and, if you want AI, your provider, model and API key. Test the connection in one click.
Features
- Collections work list — every customer with an overdue balance, ranked by priority, with days overdue, dunning stage and the next action.
- Dunning ladder — each account placed on a stage: Reminder → First notice → Second notice → Final notice → Escalate/legal, with thresholds you control.
- Aging analysis — 1-30 / 31-60 / 61-90 / 90+ buckets, by customer and overall.
- Promise-to-pay tracking — log what a customer promised and when; see promises and what is still at risk.
- Expected recovery — a realistic estimate of how much of the overdue book you will actually collect.
- AI dunning emails (optional) — Anthropic Claude or OpenAI, your own key; a ready-to-send reminder whose tone matches the stage, in your language.
- Business KPIs — total overdue, accounts to chase, average days overdue, overdue-vs-open, promises, and final/legal exposure.
- Live interactive cockpit — filter by stage, salesperson or zone and drill down to each customer; not a static report.
- Works on any Odoo — computes from standard accounting data and uses the customer's State/Province as the zone; if you tag a collections agent on the partner it is picked up automatically. Community and Enterprise.
- Multilingual — English, Spanish, French, German, Italian, Portuguese (BR) and Dutch.
Pairs perfectly with Credit Risk & Collections Intelligence by the same author: that one scores the risk, this one runs the day-to-day chase.
Perfect for finance, credit and collections teams that need to prioritize the chase, keep promises on record and send the right reminder at the right time — not just print an aged balance.
Keywords: collections, dunning, accounts receivable, AR management, overdue invoices, payment reminder, dunning letter, promise to pay, aging report, DSO, receivables, debt collection, follow-up, reminder email, Claude, GPT, OpenAI, Anthropic, finance, CFO, treasury.
Requires the Accounting/Invoicing app. Works with Odoo Community and Enterprise.
More from the author: Aski — ask your Odoo in natural language by chat or voice, and get real figures from your phone. https://aski.dev
Questions, or want a quick personalized demo? Email me at jhonrojas.dev@gmail.com — I am happy to answer questions or set up a short demo.
Support: jhonrojas.dev@gmail.com · License: OPL-1
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 1652 |
| Technical Name |
jjro_collections_dunning |
| License | OPL-1 |
| Website | https://aski.dev |
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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