In this video, learn how to follow up on your customers' payments with Odoo.
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1.
What actions are available when defining a follow-up?
2.
How can a customer's total overdue amount be checked?
The total overdue amount is displayed in the Overdue field in the Invoice Follow-Ups section of a customer’s form.
Click the Overdue Invoices option in the Invoice follow-ups section of the customer’s form and see the total at the bottom of the list view.
Click the Customer Statement smart button available in the customer’s form.
The total overdue amount cannot be known; it can only be checked on individual invoices.
3.
How can you take action for all customers who require follow-up?
Filter the Invoices list by "Overdue”, group by Partner, select the invoices, and click "Follow-ups" in the Actions menu.
Filter the Invoices list by "Requires Follow-up", group by Partner, select the invoices, and click "Follow-ups" in the Actions menu.
Filter the Customers list view by "Requires Follow-up", select the customers, and click "Process Follow-ups" in the Actions menu.
On the Accounting dashboard, click the "Process Follow-ups" option on the sales journal.
4.
Where can you configure the follow-up actions?
In the Configuration menu, select Follow-up Levels. Actions can be chosen for each level and set as automatic or not.
In the Accounting tab of the customer’s form, actions can be configured in the Invoice Follow-ups section and set as automatic or not.
In the Configuration menu, select Follow-up Levels. The action options are enabled/disabled from the Follow-up Levels list view.
Follow-up actions are pre-configured by default and cannot be customized. However, they can be set automatically or manually in the Accounting tab of the customer form.
5.
How can I check if follow-up actions have been taken for a customer?
Only the person listed in the Responsible field of the Invoice Follow-ups section can view the follow-up actions taken.
In the customer form, the chatter keeps a full record of all follow-up actions only if someone is listed in the Responsible field of the Invoice Follow-ups section.
By grouping by Customers in the Customer Follow-up report in the Customer menu.
In the Customer form, the chatter keeps a full record of all Follow-up actions.
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