开票跟进¶

Follow-up messages can be sent to customers when payments are overdue. Odoo helps identify late payments and allows scheduling and sending the appropriate reminders using follow-up actions according to the number of overdue days. Follow-ups can be sent through different methods, including email, post, or SMS.

配置¶

To configure Follow-up actions, go to Accounting ‣ Configuration ‣ Follow-up Levels. In the Follow-up Levels list view, several follow-up levels and actions are configured by default.

To modify a follow-up level, click on the record. From the form view, edit the Description or adjust the number of days before a reminder is sent. In the Notification tab, select Actions such as Send Email, Send a Letter, and Send SMS Message.

注解

Sending letters or SMS messages in Odoo requires In-App Purchase (IAP) credit or tokens.

To use a pre-filled template when sending an email or letter, select a Content Template. To modify it, click the (internal link arrow) icon next to the Content Template field. If enabled, SMS messages use a specific Sms Template field that can be modified by clicking the (internal link arrow) icon.

Other options can be enabled in the Options section within the specific follow-up level:

Automate the reminder with the Automatic option.
Attach Invoices that are overdue in the reminder.
Add followers on the related customer to receive notifications about any email reply made on the reminder’s email.

In the Activity tab, enable the option to automatically schedule activities when the follow-up level is triggered. Select the Responsible user and the Activity Type, and enter a Summary.

To add a new Follow-up Level, click New and fill in the fields.

小技巧

Set a negative number of days to send a reminder before the invoice due date.

Invoice follow-ups¶

注解

Reconcile all bank transactions before starting the follow-up process to avoid sending reminders for invoices that have already been paid.

To view all overdue invoices, go to Accounting ‣ Customers ‣ Invoices. In the Invoices list view, click into the search bar and filter on Overdue.

Follow-ups for one customer¶

For a detailed overview of a customer’s invoice follow-up status, go to Accounting ‣ Customers ‣ Customers. Open the customer’s form and click the Accounting tab. In the Invoice follow-ups section, click on the different levels to view the Follow-up Status of each level. If actions are needed, click Overdue Invoices to have a detailed list of the overdue invoices.

Additional options can be set:

Reminders: These are either Automatic or Manual.
Next reminder: The date by which the next follow-up actions should be taken is automatically set when follow-ups are processed, but can be manually adjusted if needed.
Responsible: The user who handles the follow-up actions.

To manually send a payment reminder to a customer, click Send and select the actions in the Send and Print window:

Print
电子邮件
Sms
By post

Enable the Attach Invoices option and change the Content Template if needed. Then, click Send or Send & Print to send the follow-up report.

Follow-ups for all customers due for action¶

After setting up the additional follow-up options, review which customers have overdue invoices or require follow-up. To do so, go to Accounting ‣ Customers ‣ Customers. In the Customers kanban view, click the search bar and filter by Overdue Invoices or Requires Follow-up.

To take follow-up actions for all relevant customers, switch to the list view and select the customers requiring follow-up. Then, click (Actions) and select Process Follow-ups to send them the follow-up report.

财务报表¶

Customer statement¶

To get a comprehensive overview of a customer’s account status, click the Customer Statement smart button on the customer’s form. This statement corresponds to the Partner Ledger report’s portion specific to that customer.

To send it to the customer, click Send, change the Email Template if needed, and click Print & Send.

To view the customer statements for multiple customers at once, select the customers from the Customers list view, click (Actions), and select Open Customer Statements.

Click PDF or XLSX to generate a PDF or XLSX file, respectively.

Follow-up report¶

To get a complete overview of a customer’s due invoices, separating those that are due from those that are overdue, click the Customer Statement smart button on the customer’s form. Then, click Report: Customer Statement and select Follow-Up Report.

To view the follow-up report for all customers at once, go to Accounting ‣ Reporting ‣ Partner Ledger. Then, click Report: and select Follow-Up Report.

Click PDF or XLSX to generate a PDF or XLSX file, respectively.