| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Accounting (accountant)
• Contacts (contacts) • Invoicing (account) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 2582 |
| Technical Name |
wao_account_followup |
| License | OPL-1 |
| Website | https://www.waogroup.odoo.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Accounting (accountant)
• Contacts (contacts) • Invoicing (account) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 2582 |
| Technical Name |
wao_account_followup |
| License | OPL-1 |
| Website | https://www.waogroup.odoo.com/ |
WAO Account Follow-up
Produce outstanding and follow-up reports as of a chosen date: unpaid invoices, overdue and due totals, optional aging by currency, collections-focused templates, and the same dependable queue, email, and print options as the statement suiteâwithout mixing in full-period account summaries.
Demo â Multi-currency (statements & follow-up)
Core reporting
- Outstanding-only reports: Unpaid invoices at a specific dateânot a full activity statement for the period.
- Collections focus: Highlight overdue amounts, amounts due, and open items that need action.
- Optional aging summary on the follow-up layout when you need buckets for overdue analysis.
- Invoice exclusion: Excluded invoices automatically flow through to balances and aging so numbers stay correct.
- No account summary block: The opening / period / closing account summary belongs to WAO Account Statement onlyânot to follow-up reports.
Branding & content
- Dedicated follow-up templates and layoutsâvisually distinct from full customer statements if you want.
- Same rich branding controls: colours, fonts, logo sizing, banner dimensions.
- Follow-up branding themes are configured separately from statement themes per customer.
- Custom notes and international bank lines per theme for reminder wording.
Multi-currency follow-up
- Follow-up reports can be produced in invoice currency for international debtors.
- Aging can be shown by currency when your configuration requires it.
- Enable foreign-currency behaviour on the appropriate follow-up branding theme (multi-currency allowance).
Per-customer follow-up settings
- Assign a follow-up branding theme, contacts, templates, and delivery method.
- Toggle automatic follow-up sends independently from automatic statements.
- Optional customer ID display consistent with statement outputs.
Email & documents
- Use Odoo mail templates with full control over tone and headers.
- Attach refreshed invoice PDFs or switch to secure portal-style links.
- Jump from partner settings to the templates you maintain.
Bulk operations & controlled automation
- Bulk configuration for follow-up: themes, automation flags, delivery, templatesâbuilt for long customer lists.
- Semi-automated sends with safeguards before mail goes out.
- Thresholds, queue processing, time windows, and cron integrationâsame operational model as statements.
- Dashboard-friendly queue: pending, outgoing, sent, failedâwith attachment counts for support.
Tracking & more resources
- Report queue logs plus partner-level send history.
- Works alongside manual actions you already use in Accounting.
Additional product overview (video)
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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