Customer Payment Follow-up Management

by
Odoo

$ 105.72

v 15.0 Third Party 101
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
Lines of code 1943
Technical Name customer_account_followup
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 15.0 17.0 16.0 14.0 13.0 9.0 10.0 11.0 12.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
Lines of code 1943
Technical Name customer_account_followup
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 15.0 17.0 16.0 14.0 13.0 9.0 10.0 11.0 12.0

Customer Payment Follow-up Management

Follow Up to Customer for Due Payments

Accounting Customer Follow Up Odoo App

This app allows your sales team/accounting team to follow up with customers for due payments. The system allows you to configure follow-up levels and based on configured follow-up levels system will send emails to customers.


Main Features:
  • This app allows you to follow up with your customer for unpaid invoices.
  • The system allows you to print follow-up letters for unpaid invoices, with multi-level recalls.
  • You can configure multiple follow-up levels of recall through the menu:Accounting/Configuration/Follow-up/Follow-up Levels.
  • Once it is configured, users can print recalls every day by simply clicking on the menu.
  • Sales/Followup/Send Letters and Emails supporting multi-company setup and system consider current logged-in user's company to send follow up.
  • The system also allows you to go to the customer form and print overdue follow-up reports and also allows you to send it by email directly from the customer form. Showing you to follow-up history on the customer form.
  • This app does not send any emails/letters automatically to the customers so the user has to go to the menus shown below screenshots and run the follow-up process.
  • Compatibility: Supporting only Odoo community edition only.
  • For more details please watch the video and check the below screenshots.

Available Menus:

  • Accounting
    • Configuration
      • Follow-up
        • Follow-up Levels
    • Followup
      • Payment Follow-up
        • My Follow-Ups
      • Send Letters and Emails
      • Do Manual Follow-Ups
  • Sales
    • Followup
      • Payment Follow-up
        • My Follow-Ups
      • Send Letters and Emails
      • Do Manual Follow-Ups

Edition Compatibility:


Only Community

Configuration - Follow-up Levels Menu

Configuration - Follow-up Levels

Overdue Payment Details on Customer Form

Send/Print Overdue Followup - Send Letters and Emails Menu

Send/Print Overdue Followup - Send Letters and Emails

Overdue Followup Summary After Running (Send Letters and Emails)

Downloaded Letters - PDF Sample

Followup Email to Customer

Do Manual Followup Menu

Do Manual Followup Form View

Do Manual Followup Tree View

Contact / Support
 Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

    •

  • Odoo Support

    •

  • Odoo Customization

    •

  • Odoo Migration

    •

  • Odoo Training

    •  
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
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compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

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or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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