Automated collections, zero manual chasing
Tiered, aging-based email and SMS reminders that chase overdue invoices automatically, pause the moment a customer pays, and give your collections team one dashboard to see who needs attention today.
The problem
Businesses selling on credit terms lose hours every week manually pulling aged-receivable lists, drafting reminder emails one customer at a time, and trying to remember who was already contacted. The work is easy to drop exactly when collections matter most, and native follow-up configuration keeps moving or disappearing across Odoo versions, leaving teams unable to find it at all.
The solution
Customer Follow-up (Collections) runs the whole dunning cycle for you: define escalating reminder levels by how overdue an invoice is, let a daily automation send the right email or SMS at the right stage, and watch a dedicated Collections dashboard show exactly who is due, who is overdue, and what has already been sent — all from one discoverable, stable menu.
Everything a collections team needs
Every capability below is implemented in the module.
Tiered Follow-up Levels
Define escalating reminder stages — for example a friendly first notice, a firmer second notice, and a final notice — each triggered once an invoice has been overdue for a configurable number of days.
Automated Daily Reminders
A daily scheduled action finds every customer whose next reminder is due and sends it automatically, so nobody has to remember to run collections by hand.
Email & SMS Channels
Choose email, SMS, or both per follow-up level, with customizable email templates and SMS text for each escalation stage so tone and channel match the urgency.
Collections Dashboard
A kanban dashboard groups every customer by follow-up status — in need of action, with overdue invoices, or paused — with a one-click Send button on every card.
Overdue Customer Reports
A dedicated list, pivot, and graph view break down overdue balances by follow-up level and status, giving collectors the prioritized view they work from every day.
Customer-Level Visibility
A Follow-up page on every customer record shows their current status, applicable level, next action date, and running overdue balance without leaving the contact.
Bulk Follow-up Wizard
Select any number of customers from the list view and send follow-ups to the whole group in a single action, with an option to skip anyone not yet due.
Full Audit Log
Every reminder sent — channel, level, amount due, and invoice count — is logged automatically, giving the finance team a defensible record of every collection attempt.
Auto-Pause on Payment
The moment a customer's overdue invoices are paid, their follow-up status returns to No Action Needed automatically, so nobody is ever dunned after paying.
How it works
Set Up Levels
Create tiered follow-up levels with an overdue-day threshold, channel, and template for each escalation stage.
Invoices Age
As customer invoices go unpaid past their due date, the module tracks overdue balances and days overdue automatically.
Reminders Go Out
The daily automation — or a manual send, or the bulk wizard — delivers the right email or SMS for each customer's current level.
Track & Auto-Pause
Every send is logged for audit, and follow-ups pause automatically the moment a customer pays.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
It is a self-contained, standalone collections module and does not depend on or modify Odoo's native Enterprise follow-up feature. It gives you a stable, always-discoverable dunning workflow that works the same way on every supported version.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Customer Follow-up (Collections)
Tiered, aging-based follow-up reminders by email and SMS, sent automatically each day with a collections dashboard and full audit log — a stable replacement for follow-up settings that keep moving across Odoo versions.
Buy on Odoo App Store