| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 839 |
| Technical Name |
nx_invoice_reminder_sequence |
| License | OPL-1 |
| Website | https://nexeerp.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 839 |
| Technical Name |
nx_invoice_reminder_sequence |
| License | OPL-1 |
| Website | https://nexeerp.com |
Multi-Level Invoice Payment Reminder
Automated, escalating payment reminders for overdue invoices - Polite -> Firm -> Legal Warning
Key Features
Unlimited Reminder Levels
Configure as many escalation tiers as you need - Day 3, Day 7, Day 14, Day 30 - each with its own dedicated email template and tone.
Per-Level Email Templates
Assign a separate mail template to every level. Three built-in tones are pre-configured: Polite Reminder, Firm Notice, and Legal Warning.
Daily Automated Cron
A scheduled job runs daily, detects invoices that have crossed a reminder threshold, and fires the correct next-level email - hands-free.
Chatter History
Every reminder sent - manual or automated - is logged directly in the invoice chatter, showing the level name, days overdue, and send status.
Flexible Exclusions
Exclude individual invoices or entire customers from reminders with a single toggle - no reminders will be sent for excluded records.
CC Internal Team
Enable CC on any level to loop in your sales, legal, or collections team automatically when a higher-urgency reminder is triggered.
Manual Send Button
Send the next pending reminder from the invoice form with one click - perfect for urgent cases or ad-hoc follow-ups outside the cron cycle.
Overdue Dashboard
A dedicated dashboard groups all overdue invoices by their current reminder level, giving your AR team instant visibility into who to follow up with.
Bulk-Send Action
Trigger next-due reminders for all eligible overdue invoices in one action from the invoice list view - ideal for month-end chasing runs.
How It Works
1. Configure Levels
Go to Accounting -> Payment Reminders -> Reminder Levels and define your escalation tiers. Set the days-overdue threshold and assign an email template to each level.
2. Let the Cron Run
The daily scheduled action scans all posted, unpaid invoices. For each invoice it finds the next due level and sends the corresponding email - one level per invoice per day at most.
3. Track & Collect
Monitor outstanding reminders on the dashboard. Every sent reminder is logged in the invoice chatter with level name, days overdue, and sent-by. When the invoice is paid, reminders stop automatically.
Built-In Escalation Tones
Three ready-to-use email templates are included - customize or replace them anytime.
Level 1 - Polite Reminder
Triggered at 3 days overdue.
Friendly tone, assumes an oversight. Simple "please pay" message.
Level 2 - Firm Notice
Triggered at 7 days overdue.
Assertive tone, highlights overdue amount and requests immediate action.
Level 3 - Legal Warning
Triggered at 14 days overdue.
Formal language, references potential legal action. CC internal team.
Everything Included
- Unlimited configurable reminder levels
- Separate email template per level
- 3 built-in tone templates (Polite / Firm / Legal)
- Daily automated cron job
- Manual "Send Reminder" button on invoice form
- Full chatter log per invoice
- Exclude customer or individual invoice
- CC internal team at configurable levels
- Overdue dashboard grouped by reminder level
- Bulk-send from invoice list view
Screenshots
Overdue Invoice Dashboard
Reminder Levels Configuration
Invoice Form - Reminder Status & Manual Send
Reminder History - Chatter Log
Email Template - Polite / Firm / Legal Warning
Reminder Logic
Which invoices are eligible?
- Move type =
Customer Invoice - State =
Posted - Payment state â Paid / In Payment / Reversed
- Invoice is not marked Exclude from Reminders
- Customer is not marked Exclude from Reminders
- Due date is set and in the past
How escalation works
- Each invoice tracks its Last Reminder Sent level
- The system finds the next level with a higher days-overdue threshold
- The level is triggered only when actual overdue days >= threshold
- Only one new level is sent per invoice per cron run
- Reminders stop automatically once the invoice is paid
Get Paid Faster. Automate Your Collections.
Stop chasing overdue invoices manually. Install the Multi-Level Invoice Payment Reminder and let your Odoo handle escalation - so you can focus on growing your business.
NEXERP PRIVATE LIMITED - nexeerp.com · business@nexeerp.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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