Follow-up on invoices in odoo13, It is essential for your business to collect payments when they are overdue. Odoo will help you identify payments that are late and will allow you to send the appropriate reminders.
for your business to collect payments when they are overdue. ❖ Generally, every sale and purchase in the firms is in credit mode and it is necessary that we need to collect the payment without much delay. Normally almost all the customers will pay at the right time. Still, there are customers who keep delaying or due payment. In such cases, we have to follow them up. ❖ Odoo will help you identify payments that are late and will allow you to send the appropriate reminders. t ❖ Odoo recommend that you reconcile your bank statements before launching your follow-up process. ❖ It will avoid you the trouble of sending a statement to a customer that has already paid you.
have the follow-up action and due days. ❖ Other options tell what action to be triggered while a follow-up action is taken by the company. Like, print a letter, send a letter, send an SMS. We also have manual action types like call, mail and so on.
mail, SMS, print letter, send a letter & manual action.If we tick the manual action we have more options to remind the customer. ❖ The manual actions are email, approval, call, meeting and so on.We also have an option of ‘Action to Do’. The action we give here will be shown as a button in the follow-up report of the customer.
view the next follow-up that needs your attention. Otherwise, if now is not the time for a reminder, click on Remind me later. You will get the next report according to the Next Reminder Date set on the statement.