Follow up Reports In Odoo

Odoo is a leading ERP software that allows better financial management with data accuracy. Odoo accounting offers lots of features based on multiple countries’ localizations. One such feature is “Follow-up reports”. Follow-up reports helps in maintaining the follow-up levels and actions to be performed for overdue invoices from various customers.

With the help of follow-up reports, a user can modify the content of follow-ups, define various actions to be taken for payments, and many more. Overall management can get a brief overview of receivables and payables.

Odoo's Follow Up Reports will assist you in tracking down and handling past-due payments. By follow up reports it can be easy to remind clients when their payments are due. Follow up reports can be found in the Accounting application > customers > follow up reports.

The dashboard view of the follow up reports will show the name, responsible sales person, reminders, follow up status, next reminder, follow up level, total due, total overdue, company and activities of the follow up reports.

To access a specific follow-up report, simply click and open it. Within the follow-up reports, you have the option to designate the debtor's trust level as either a good debtor, bad debtor, or normal debtor. 

To access a specific follow-up report, simply click and open it. Within the follow-up reports, you have the option to designate the debtor's trust level as either a good debtor, bad debtor, or normal debtor.

You will see a list of past-due invoices in this box along with the following details: Date, Invoice Number, Due Date, Origin, Expected Date, and Residual Amount. 

You can activate the "Exclude from Follow-ups" button located on each invoice line if you would like to keep any of the invoices out of the follow-up actions. 

The deadline for the next follow-up task will be indicated in the Next Reminder area. The Responsible column includes the allocated user who oversees the follow-up tasks. 

The client data is displayed by the smart button client, and the list of invoices generated for that specific customer is displayed by the invoices button. 

You can reconcile the customer's payments with the bank by using the Reconcile button.

Clicking the Follow-Up button will allow you to take further action. An automated email will be sent to you with the attachments of the relevant past-due invoices as a reminder to the customer.

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Follow-up levels:

Follow up levels can be configured by going to the accounting application > configuration > Follow up levels.

Each follow-up level's Description, Activity, and Company are displayed in the list preview. The Due Days column indicates how many days must pass after the invoice's due date before a reminder is sent. 

Depending on the activities set up on the relevant level, the Send Email, Send SMS Message, send a Letter, and Automatic fields can be seen as enabled or disabled.

You can make the Actions to be performed as follow-up actions visible under the Notifications tab. You can specify the content template for the email and letter by using the additional field labelled Content Template, which appears when you click the Send Email and Send Letter buttons. 

In a similar way, selecting the SMS Template is an extra choice that is provided by turning on Send SMS Message. You can select the Automatic option if you would like to automate the follow-up tasks.

Within the Activity tab, you can specify a particular activity type. In the summary section, you can provide a concise description of the activity. Additionally, you can include activity notes and select the relevant individual from options such as follow-up responsible- salesperson, or account manager.

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