Receivables Follow-up
by Viindoo
| Lines of Code | 1711 |
| Technical name | viin_account_followup |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/17.0/viin_account_followup |
| Read description for | v 16.0 v 18.0 |
| Required Apps | Invoicing (account) Discuss (mail) |
| Extensions | Rule Salesperson Receivables Follow-up |
Chase the overdue invoice before it becomes a bad debt
Follow-up levels with their own timing and templates, a report per customer that knows which level they are on, and reminders sent automatically or by hand.
Receivables Follow-up (technical name viin_account_followup) is an Odoo 17.0 app for Odoo Community and Odoo Enterprise and Viindoo Cloud, built for credit control, accountant, salesperson, management.
At a Glance
The facts of Receivables Follow-up, version 1.0.3, in one place. Published by Viindoo.
How It Works
Three screens.
Who is overdue, and at what level
One record per customer, with the level their oldest overdue invoice has reached.
The levels you decide
From a courtesy reminder to a pre-legal notice, each with its delay and its template.
The invoices behind it
Nothing changes about invoicing - the follow-up reads what is open.
What You Get
Follow-up levels with delays and mail templates
A follow-up record per customer, with its overdue balance and level
Automatic or manual reminder mode per customer
A scheduled job that sends the automatic ones
The journal items behind the balance, one click away
Chatter on every follow-up record
More Screens
Everything below was taken on a database seeded with real business data, on this series - not a mock-up and not a screenshot from an older version.
Follow-up levels
What This App Does Not Do
Read this before you buy. Everything below is something the app deliberately leaves to another app or to you.
It runs the chase; paying is still the customer's move.
Credit limits and holds are a different decision.
Which is on in any normal deployment.
The delays and the wording are a policy, not a default.
Works Well With
Apps from the same stack, built to fit this one:
Who Should Use Receivables Follow-up?
Credit control
Works a list instead of remembering who was chased.
Accountant
Sees what is overdue per customer, with the invoices.
Salesperson
Is not surprised by a legal notice to their customer.
Management
Has a collection process rather than a habit.
Frequently Asked Questions
What does Receivables Follow-up do?
Follow-up levels with their own timing and templates, a report per customer that knows which level they are on, and reminders sent automatically or by hand.
What does Receivables Follow-up not do?
It does not collect the money. It runs the chase; paying is still the customer's move. It does not block a customer. Credit limits and holds are a different decision. Automatic sending needs the scheduler. Which is on in any normal deployment. Levels are yours to design. The delays and the wording are a policy, not a default.
Who is Receivables Follow-up for?
Credit control: Works a list instead of remembering who was chased. Accountant: Sees what is overdue per customer, with the invoices. Salesperson: Is not surprised by a legal notice to their customer. Management: Has a collection process rather than a habit.
Which Odoo version and editions does it support?
Odoo 17.0 - Odoo Community, Odoo Enterprise, Viindoo Cloud. Upgrades to a newer Odoo series are a separate purchase for that series.
What does it depend on?
It installs on top of: account. Odoo installs them with it.
How do I set it up?
Three screens.
What works well with it?
Accounting Reports (to_account_reports): The aged receivable this works from. Reconciliation Widget (viin_account_reconciliation): Clearing what has been paid. Follow-up for Sales (viin_account_followup_sale): Letting salespeople follow their own customers.
Can I try it before buying?
Yes - the Live Preview button at the top of this page opens the module's own screen on a working database.
How do I get support?
Write to apps.support@viindoo.com with your Odoo version and the technical name viin_account_followup; pre-sales questions go to sales@viindoo.com.
See Receivables Follow-up in Action
Live demo: v17demo-int.viindoo.com/web#action=viin_account_followup.action_followup_report
Need help with Receivables Follow-up?
For questions, implementation support or a custom feature, contact Viindoo.
Pre-Sales & Partnership
sales@viindoo.comUpgrades to a newer Odoo series are a separate purchase for that series.
All Viindoo apps: apps.odoo.com/apps/modules/browse?author=Viindoo
Technical Requirement
Changes log
1.0.3 - Latest on the 17.0 line
- Follow-up records are created per customer with an open receivable, and carry their own chatter.
- Automatic and manual reminder modes are set per customer.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
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