Follow Up on Invoices in Odoo 13
                     Follow Up on 
Invoices in Odoo 13
www.cybrosys.com
INTRODUCTION
❖ follow-up on invoices in odoo13, It is essential for your business to collect 
payments when they are overdue. 
❖ Generally, every sale and purchase in the firms is in credit mode and it is 
necessary that we need to collect the payment without much delay. Normally 
almost all the customers will pay at the right time. Still, there are customers 
who keep delaying or due payment. In such cases, we have to follow them up.
❖ Odoo will help you identify payments   t hat are late and will allow you to send 
the appropriate reminders. t
❖ Odoo recommend that you reconcile your bank statements before launching 
your follow-up process.
❖  It will avoid you the trouble of sending a statement to a customer that has 
already paid you. 
❖ First of all, we need to set follow-up levels.
❖ For that Accounting > Configuration > Follow up Levels
❖ This is the payment follow-ups of our company.Here we have the follow-up action 
and due days.
❖ Other options tell what action to be triggered while a follow-up action is taken by 
the company. Like, print a letter, send a letter, send an SMS. We also have manual 
action types like call, mail and so on.
❖ We can edit and create the follow-up action from here itself if needed.This is the 
form to be filled to create the follow-up actions.Here we shall give the name of 
action.Days of action, that after how many days of due the action has to be taken.
❖ Now we have the actions to be taken, like, mail, SMS, print letter, send a letter & 
manual action.If we tick the manual action we have more options to remind the 
customer.
❖ The manual actions are email, approval, call, meeting and so on.We also have an 
option of ‘Action to Do’. The action we give here will be shown as a button in the 
follow-up report of the customer.
❖ Now created a due invoice for a customer
❖ The overdue invoices you need to follow-up on are available by default in 
Accounting ‣ Sales ‣ Follow-up Reports. 
❖ There, you can easily send a reminder by email or print it as a letter. 
❖ Then, you can click on the Done button to view the next follow-up that needs 
your attention. Otherwise, if now is not the time for a reminder, click on 
Remind me later. You will get the next report according to the Next Reminder 
Date set on the statement. 
For More Check our company website for related blogs and 
Odoo book.
Details Odoo for Beginners - Odoo V13
Customer Payment Follow Up in Odoo 13
Check our YouTube channel for functional and 
technical videos in Odoo.
Follow up on invoices in odoo13

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