$ 16.28
| Required Apps |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies |
base_accounting_kit
base_account_budget |
| Technical Name |
customer_followup_community
|
| License | OPL-1 |
| Technical Name |
customer_followup_community
|
| License | OPL-1 |
Introduction
The Customer Followup Community module for Odoo is an essential tool for managing your accounts receivable and ensuring timely payments from your customers. This module automates the process of sending reminders for overdue invoices, helping you to improve your cash flow and reduce the administrative burden of manual follow-ups. With customizable follow-up levels and automated email notifications, you can create a systematic and effective dunning process that is tailored to your business needs.
Key Features
Automatically send email reminders for unpaid invoices.
Configure multiple follow-up levels with distinct email templates for each stage.
Schedule reminder emails to be sent before or after the invoice due date.
Set up recurring email reminders at specified intervals (days or hours).
View a complete history of unpaid invoices for each customer.
Manually send follow-up emails or print letters directly from the customer's account.
Generate reports of all overdue invoices and their corresponding due amounts.
Track the last and next follow-up actions for each customer.
Benefits
Improve cash flow by ensuring timely payment of invoices.
Save time and reduce administrative costs by automating the follow-up process.
Maintain good customer relationships with professional and timely communication.
Gain better visibility into your accounts receivable with detailed reporting.
Increase the efficiency of your accounting team by streamlining their workflow.
Customize the follow-up process to match your company's policies and tone.
Reduce the risk of bad debt by proactively managing overdue payments.
Compatibility & Technical Details
Required Modules: Invoicing (account), Discuss (mail)
License: OPL-1
Technical Name: customer_followup_community
Installation:
Download the module from the Odoo Apps store.
Place the module in your Odoo addons directory.
Restart the Odoo server.
Activate developer mode.
Go to "Apps" and click on "Update Apps List".
Search for "Customer Followup" and click "Install".
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.