Accounting and Invoicing - Odoo

0 %

Course content

Customer payment follow-up

10 XP

Learn how to follow up on customers' payments in Odoo Accounting. - Test your knowledge on Customer payment follow-up: https://www.odoo.com/fr_FR/slides/slide/customer-payment-follow-up-10421 - Expand your knowledge on Payments: https://www.youtube.com/watch?v=Xl_TkVccuxs - Deep dive into Odoo Accounting with official Odoo documentation on Customer payment follow-up: https://www.odoo.com/documentation/master/applications/finance/accounting/payments/follow_up.html Chapters: 00:00 Intro 00:46 Follow-up Levels 02:14 Invoice follow-ups 02:43 Follow-ups for one customer 04:34 Follow-ups for all customers due for action 05:06 Outro

Views
0	Total Views
0	Members Views
0	Public Views

Actions
0	Likes
0	Dislikes
0	Comments

1. What is the main goal of setting up "Follow-up Levels" in Odoo Accounting?

To automatically offer a 50% discount to any customer who pays within the first 24 hours. To trigger specific actions (like emails or calls) after an invoice has been overdue for a certain number of days. To calculate the total distance between the warehouse and the customer's office.

2. Under what condition is a follow-up reminder sent automatically by the system?

Every time a new invoice is created, regardless of its due date. Only when the customer manually clicks a button in their own email inbox. When both the follow-up level and the individual customer settings are set to "Automatic".

3. Where can you find a complete record of all follow-up actions taken for a specific customer?

In the customer's chatter. In the product inventory list under the "Scrap" section. Only in the physical printed archive in the company's basement.

Accounting and Invoicing - Odoo

Customer payment follow-up

Share on Social Networks

Share Link

Share by mail

Embed in your website