Odoo ERP for invoicing turns quotes into invoices with minimal effort. Be it bills for sales orders, delivery orders, contracts, or time and material; you can easily create invoices based on the quotes and send their PDF format to your clients in a few clicks. In a nutshell, you can create and send invoices directly from Odoo.
Odoo accounting also supports the configuration of automated follow-ups to help the users streamline the billing process while making payments quicker and easier. Following this, Odoo developers at Aktiv Software gave thought to the Payment Reminder module. Let’s know about the features of this customized module:
Features of Customized Odoo Payment Reminder Module
A user can easily set intervals to send reminder emails for pending invoice bills. There are two main intervals where the user can set the mail reminders, i.e., before the due date and after the due date. Here are the steps you need to follow once you have installed the module:
- Enable the payment reminder boolean to avail the features of the module:
- In the first phase, the user will be asked to set a reminder date to send mail to a particular customer/vendor before the arrival of the payment due date. As shown in the image below, the user wants to set the reminder mail ten days before the due date. Following it, the user needs to select-“Payment Reminder before due date” from the Mail Template dropdown.
- Here’s the output of the reminder mail sent before the due date to the customer:
- Now there is another option for the user if payment is unsettled even after the due date i.e., sending reminder mail after the due date is passed. Let’s say the user wants to send a reminder mail after two days of the actual due date. To execute this action, the user will need to select the Payment Reminder: after the due date from the Mail Template dropdown.
- As per the above selection, the reminder mail is sent to the customer/vendor after two days passed over the due date:
- Apart from just sending reminder emails, users can also keep track of how many reminder emails were sent and by which user? In short, the user can access every customer’s Payment Reminder mail history.
If you find this custom Odoo module worthwhile for your accounting operations, then don’t hesitate to contact us. You can also get this module from the Odoo app store. It is available in Odoo 12 as well as 11 versions. You can avail of free support for 30 Days in case any bugs or issues are encountered after the installation (Except data recovery).
