Overview
Late-paying customers tie up cash and force accountants into manual chasing. This module gives the accounting team a single follow-up workspace: it ranks customers by how urgently they need contact, drives them through staged reminder levels (each with its own delay, email, SMS and scheduled activity), and produces a printable follow-up letter with the pending invoices attached. Reminders can run automatically per the configured policy or be triggered manually per customer, and everything is multi-company aware.
Workflow
Res Partner
In need of action
With overdue invoices
No action needed
Key Features
- Dedicated 'Follow-up Reports' list showing every customer with their follow-up status, responsible person, next reminder date, aging buckets and total due/overdue amounts.
- Receivable aging per customer: Not due, 1-30, 31-60, 61-90 and +90 days, plus the age of the oldest overdue item.
- Promise-to-Pay (PTP) management: register payment promises, automatically postpone reminders, and auto-verify fulfillment with broken-promise alerts and activities.
- Invoice Dispute Management: mark invoices under dispute with reason codes and notes, automatically exclude them from follow-up reminders, and assign investigation tasks.
- Credit Hold System: block customer invoice confirmation for delinquent accounts with accounting manager authorization.
- Bulk-edit follow-up responsible, reminder type and next reminder date directly from the list.
- Per-customer follow-up form with statusbar, unpaid invoice lines, exclusion toggles, dispute buttons, and total due/overdue summary.
- Direct access to the full customer statement report from the follow-up form.
- 'Due' stat button on the contact form that jumps straight to that customer's follow-up form.
- Quick 'Follow-up reports' shortcut surfaced on the Accounting journal dashboard for sales journals.