How to automate customer follow-ups with plans?

With the Odoo Accounting application, you get a dynamic aged receivable report, customer statements and you can easily send them to customers.

If you want to go further in the automation of the credit collection process, you can use follow-up plans. They will help you automate all the steps to get paid, by triggering them at the right time: send customer statements by emails, send regular letter (through the Docsaway integration), create a task to manually call the customer, etc...

Here is an example of a plan:

Хэзээ? What? Хэн?
эцсийн хугацаанаас 3 хоногийн өмнө Email автоматжуулсан
1 day after due date Email + Regular Letter автоматжуулсан
15 days after due date Харилцагч руу утасдах John Mac Gregor
эцсийн хугацаанаас хойш 35 хоног Email + Letter + Call John Mac Gregor
эцсийн хугацаанаас хойш 60 хоног Formal notice Bailiff


Install Reminder Module

You must start by activating the feature, using the menu Configuration ‣ Settings of the Accounting application. From the settings screen, activate the feature Enable payment follow-up management.

Define Payment Follow-ups Levels

To automate customer follow ups, you must configure your follow–up levels using the menu Accounting ‣ Configuration ‣ Payment Follow-ups. You should define one and only one follow-up plan per company.

The levels of follow-up are relative to the due date; when no payment term is specified, the invoice date will be considered as the due date.

For each level, you should define the number of days and create a note which will automatically be added into the reminder letter.

Odoo defines several actions for every reminder:

  • Manual Action: assign a responsible that will have to call the customer
  • Send an Email: send an email to customer using the provided text
  • Send a Letter: send a letter by regular mail, using the provided note

Doing your weekly follow-ups

Once everything is setup, Odoo will prepare follow-up letters and emails automatically for you. All you have to do is to the menu Sales ‣ Customers Statement in the accounting application.

Odoo will automatically propose you actions based on the follow-up plan you defined, invoices to pay and payment received.

You can use this menu every day, once a week or once a month. You do not risk to send two times the same reminder to your customer. Odoo only proposes you the action you have to do. If you do it every day, you will have a few calls to do per day. If you do it once a month, you will have much more work once you do it.

It's up to you to organize the way you want to work. But it's a good practice to reconcile your bank statements before launching the follow-ups. That way, all paid invoices will be reconciled and you will not send a follow-up letter to a customer that already paid his invoice.

From a customer follow-up proposition, you can:

  • Get the customer information to contact him
  • Drill down to the customer information form by clicking on its name
  • Change the text (or the email or letter) and adapt to the customer
  • Харилцагчийг сайн, хэвийн эсвэл муу зээлдэгч гэж өнгөт цэгээр тэмдэглэх
  • Log a note is you called the customer
  • Exclude some invoices from the statement table (litigation)
  • Send an email with the statement
  • Print a letter, or send a regular mail (if you installed the Docsaway integration)
  • Plan the next reminder (but it's better to keep in automatic mode so that Odoo will stick to the follow-up plan of the company)
  • Drill down to an invoice
  • Change the expected payment date of an invoice (thus, impacting the next time Odoo will propose you to send a reminder)

How to exclude an invoice from auto follow up?

To see all overdue invoices or on need of action,

Go to Accounting ‣ Sales ‣ Customers Statement

Exclude a specific invoice for a specific date

Odoo can exclude an invoice from follow-ups actions for specific date by clicking on Log a Note, then choose one of the ready options ( one week, two weeks, one month, two months), So Odoo will calculate the required date according to the current date.

Another way to achieve it is the following: click on the required invoice, then choose Change expected payment date/note, then enter a new payment date and note.

Exclude a specific invoice forever

Odoo can exclude an invoice for a specific customer by clicking on the checkbox Excluded

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