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Payment Follow-up Management

Payment Follow-up Management

Module to automate letters for unpaid invoices, with multi-level recalls. =========================================================================

v1.1 Abdelfatah Mohammad (AlshayebCo) Accounting & Finance

Enhanced payment follow-up with multi-level recalls and automated notifications

Overview

A payment follow-up management system that automates sending reminders for unpaid invoices. Supports multi-level recall definitions with configurable email templates, SMS notifications, and activity scheduling.

Key Features

  • Multi-level follow-up definitions with configurable delay days
  • Automated email sending with customizable templates
  • SMS follow-up support
  • Activity scheduling for manual follow-up tasks
  • Partner-level follow-up status tracking
  • Enhanced follow-up report

Extends Existing Models

account_followup.followup.line


res.partner

Adds actions: open_action_followup

Technical Details

Technical Name ac_account_followup
Version 1.1
License OEEL-1

Menu Structure

Follow-up Reports
Follow-up Levels

Security

Invoicing and Account Manager groups

Dependencies

account mail sms account_followup