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Customer Payment Reminders
by TechnoVision · Odoo App
It is an invoice filed and forgotten on both sides. The money arrives when somebody asks - and the asking is the job that slides down the list every week. This module does the asking.
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Illustrative UI. Product screenshots to be dropped into this frame.
What it does
Any number of levels, each with a day threshold, its own wording, and a choice of email, activity, or both.
Polite at 7 days, firm at 30, final notice plus a scheduled call at 60. All editable.
Levels are keyed on the commercial partner, so a customer gets one email listing all their overdue invoices rather than one per invoice.
Each level fires once per customer, and a customer who clears an old debt then falls behind on a new invoice starts at the polite letter again.
Until a date, with the reason required. The pause clears itself. Permanent exclusion exists for accounts handled elsewhere, Credit Manager only.
The manual send lists exactly who will be written to, and why anyone is being skipped.
Every reminder as a record: customer, level, date, invoices chased, amount, and who sent it.
Asking somebody to pay an invoice you have not sent them is the fastest way to lose an account.
A missing email address on one account does not mean nobody else gets chased that day. A minimum amount stops you chasing somebody for four pounds.
Screenshots
4 reserved slots at 16:10, ready for real captures of the dashboard, activity log, sensitive-change detail and report builder.
How it works
Depends on account and mail only. Nothing is sent until you switch it on in Settings.
Day thresholds and wording, per company. Start from the three shipped levels or write your own.
See exactly who would be written to, and why anyone is skipped, before a single email leaves.
Each day the module finds every customer with a posted, unpaid, past-due invoice and sends the most severe level their oldest invoice has passed.
FAQ
No. Community has no follow-up feature at all and this fills that gap; on Enterprise it is a simpler, more transparent alternative.
Per commercial partner. One email lists all their overdue invoices, and an invoice addressed to a contact counts against the company.
Optionally, per level. Attachments reuse a PDF Odoo already has rather than re-rendering it.
That customer is reported and the run continues. A single bad record never stops the day dunning.
Install from Odoo Apps, or talk to us about a guided rollout across multiple companies.