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Accounting and Invoicing

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Customer payment follow-up

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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?
Email, SMS, letter, WhatsApp. Email, SMS, voicemail, letter. Email, letter, fax. Letter, SMS, voicemail.
2. How can you make sure reminders are sent to all customers with overdue invoices?
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.
3. 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.
4. 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 the Responsible is filled in 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.
5. 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. On the Due smart button, available in the customer’s form, and when clicking it, in the Follow-up Report. 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.
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