Follow-up Reports - Odoo 17 Enterprise Book

Follow-up Reports

You may locate and take care of late payments with the use of Odoo17's Follow-Up Reports. You can send reminders to the relevant consumers using Odoo17. The list of customers that have unpaid invoices will be displayed under the Customers menu item, Follow-up Reports. To prevent reminding clients who have already paid, Odoo17 enables you to reconcile all bank statements prior to sending reminders to the customers.

Odoo 17 Accounting

Details about Name, Responsible, Reminders, Follow-up Status, Next Reminder, Follow-up Level, Total Due, Total Overdue, Company, and Activities are shown in the list view of the reports.

Odoo 17 Accounting

The sorting options displayed in the screenshot, Filters and Group By, are available in both their default and configurable forms.

Odoo 17 Accounting

You can choose the necessary report from the list to view the overdue report in detail. You will find a list of past-due invoices in this window, together with information on the date, the invoice number, the due date, the origin, the anticipated date, and the residual amount. You can enable the Exclude from Follow-ups button found on each invoice line if you wish to exclude any of the invoices from the follow-up actions. The deadline for the subsequent follow-up action is displayed in the Next Reminder area. The Responsible field contains a reference to the designated user who is in charge of the follow-up tasks. The smart button Customer provides information on the customer, and the Invoices button displays a list of all the invoices created specifically for this customer. You can match up the customer's payments with the bank using the Reconcile button.

Odoo 17 Accounting

By selecting the Follow-Up button, you can take a subsequent action. You will receive an automatic email with the relevant past-due invoices attached to remind the customer. You can send follow-up reports to the specified follow-up address by clicking the Send button. In accordance with the number of past-due days, the action will be immediately triggered.

You will find the Follow-up Levels button to define several levels for the follow-up activities in the Configuration menu of the Accounting module.

Odoo 17 Accounting

Each follow-up level's description, activity, and company are displayed in the list's preview. The Due Days parameter indicates how many days after the invoice's due date should pass before sending a reminder. According to the actions configured at the relevant level, the Send Email, Send SMS Message, send a Letter, and Automatic fields can be seen as enabled or disabled.

Odoo 17 Accounting

A new follow-up level can be created by selecting the New button. The Description box allows you to enter a description of the follow-up level, and the Given space allows you to enter the Due Days.

Odoo 17 Accounting

You can turn on the Actions to be performed as follow-up actions under the Notifications tab. You can specify the content template for the email and letter in an additional area called Content Template after clicking the Send Email and Send a Letter buttons. The ability to select the SMS Template is also made available by choosing the Send SMS Message option. You can switch on the Automatic option to automate the follow-up tasks. Overdue invoices can be attached by email by enabling the Attach Invoices option.

If you wish to schedule activities for the follow-up reports, you can enable the Schedule Activity option on the Activity tab.

Odoo 17 Accounting

You can choose who this action can be allocated to by looking at the Responsible column. You can designate the Account Manager, the Salesperson listed on the invoice, or the Follow-up Responsible as the Responsible. From the drop-down menu, choose an appropriate Activity Type, and then type its summary into the provided field. The Activity Notes box can be used to add any additional notes pertaining to the planned activity.

The Odoo17 Accounting module handles Follow-up Reports in this manner. Let's now examine the module's Direct Debit Mandates option.

whatsapp
location

Calicut

Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635

location

Kochi

Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.

location

Bangalore

Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

Send Us A Message