Follow Up on Invoices in Odoo 13
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INTRODUCTION ❖ follow-up on invoices in odoo13, It is essential 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.
❖ First of all, we need to set follow-up levels. ❖ For that Accounting > Configuration > Follow up Levels
❖ This is the payment follow-ups of our company.Here we 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.
❖ We can edit and create the follow-up action from here itself if needed.This is the form to be filled to create the follow-up actions.Here we shall give the name of action.Days of action, that after how many days of due the action has to be taken.
❖ Now we have the actions to be taken, like, 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.
❖ Now created a due invoice for a customer
❖ The overdue invoices you need to follow-up on are available by default in Accounting ‣ Sales ‣ Follow-up Reports.
❖ There, you can easily send a reminder by email or print it as a letter.
❖ Then, you can click on the Done button to 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.
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