In this tutorial, we’re exploring how to manage customer payment follow-ups in Odoo 18 Accounting—a must-know feature for businesses looking to reduce overdue invoices and streamline their collection process.
Odoo makes it easy to configure follow-up levels, send reminders automatically or manually, and track overdue payments without missing a beat. Whether you’re managing a few unpaid invoices or following up with multiple customers at once, this video will show you how to do it efficiently.
What You’ll Learn: 🔍
🛠 How to set up and manage follow-up levels
📬 How to send reminders via email, WhatsApp, SMS, or post
👤 How to manually follow up with a specific customer
📦 How to process bulk reminders for multiple customers
📈 How to generate Customer Statements and Follow-Up Reports
✔ Tips to avoid common follow-up mistakes
📺 Watch Related Videos:
🔹 How to Set Up Payment Terms & Terms and Conditions in Odoo 18
🔹 How to Create a Customer Statement Report in Odoo 18
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