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 and total due/overdue amounts.
- Configurable multi-level follow-up steps, each with its own days-after-due delay, email template, SMS template and optional scheduled activity.
- Per-customer follow-up form with a clickable level statusbar, unpaid invoice lines, total due/overdue summary and one-click follow-up action.
- Color-coded follow-up status (in need of action, with overdue invoices, no action needed) with on-screen ribbons for at-a-glance triage.
- Choice of automatic or manual reminder mode per customer, with a named follow-up responsible who owns the chasing activities.
- Printable follow-up letter as a PDF that lists pending invoices and can bundle the original invoice PDFs into one document.
- Stat button on the contact form showing total amount due that jumps straight to that customer's overdue-payments view.
- Quick 'Follow-up reports' shortcut surfaced on the Accounting journal dashboard for sales journals.
- Multi-company record rules so each company only sees its own follow-up levels, plus SMS-template management for account managers.