Payment Follow-up Management

by
Odoo

59.59

v 9.0 v 10.0 v 11.0 v 12.0 Third Party 23
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Accounting and Finance (account_accountant)
Discuss (mail)
Invoicing (account)
Technical Name account_followup_drc
Websitehttp://www.drcsystems.com/
Versions 11.0 12.0 9.0 10.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Accounting and Finance (account_accountant)
Discuss (mail)
Invoicing (account)
Technical Name account_followup_drc
Websitehttp://www.drcsystems.com/
Versions 11.0 12.0 9.0 10.0

Follow-up Level Configuration

You can Configure various Followup actions for every Reminder

You can Configure multiple Follow-up. Under the followup you can define email template for payment followup email.

Manual Follow-up

It shows the list of customer which are having due amount.

Customer Payment Follow-up Info.

Here, Display the tab for payment follow-up information.
Also you can print letter or send an email to customer for payment follow-up.

Send Follow-ups

Send an email to customer for payment followup as per follow-up level configuration.

Follow-up summary

Here, Display the how many email and letter are sent to customer for payment follow-up. Also you can download letters by using 'Download Letters' button.

Follow-up Letter

Follow-up Remider Email

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