Customer Follow-up & Dunning - Get Paid Faster
Automated accounts-receivable follow-up, dunning levels, reminder emails, statement letters and a collections dashboard
Set it up once and let the scheduler chase overdue customers for you - escalating each account through configurable dunning levels by email, letter or activity.
The problem & who it's for
Odoo Community has no automated payment follow-up, so overdue invoices slip through the cracks and cash flow suffers. Customer Follow-up & Dunning brings configurable accounts-receivable dunning for Odoo Community to every company that invoices: finance teams, accountants and credit controllers define dunning levels once and the scheduler does the chasing - with reminder emails, formal letters and a full audit trail.
Key features
Configurable dunning levels
Define unlimited follow-up levels by how many days an invoice is overdue (for example 7 / 15 / 30 / 60 days), each with its own action and message.
Email / letter / activity actions
Each level chooses an action: send a reminder email from a mail template, print a reminder letter, schedule a follow-up activity, or flag for manual handling.
Per-customer policies
Override the default behaviour per customer: assign a responsible collector, set a grace period, snooze a follow-up, or exclude a disputed or VIP account entirely.
Live follow-up status
Every customer carries a live status: maximum days overdue, oldest due date, current level, next action and next action date - visible right on the partner.
Automatic, scheduled collections
A daily scheduled action scans overdue receivables, advances each customer to the right level, sends the configured reminder, logs an activity for the responsible user, and never double-sends on a same-day re-run.
Collections dashboard
Work a dashboard of customers needing action, sorted by overdue amount, with one-click "Send reminder now", "Mark as done", "Snooze" and "Open partner" buttons.
Reminder-letter PDF
Print a professional QWeb reminder letter listing every overdue invoice - with an optional late-fee percentage per level shown on the letter and dashboard.
Full audit history
Every reminder, escalation and manual action is recorded in a complete follow-up history. Collections User and Manager roles, multi-currency and multi-company safe.
How it works
- Define dunning levels by overdue days, action and optional late-fee percentage.
- Assign follow-up policies per customer, with overrides for collector, grace, snooze or exclusion.
- Let the daily scheduler run - it escalates each overdue customer to the right level and sends the configured reminder.
- Work the collections dashboard, sorted by overdue amount, with one-click actions.
- Print reminder letters and review the full follow-up history at any time.
Why this module
Automated payment follow-up is an Enterprise accounting feature. This module brings configurable
dunning, scheduled escalation and a collections dashboard to Odoo Community,
depending only on account and mail. Idempotent same-day protection means the
scheduler can run safely as often as you like - and your customers are chased on time, every time.
Screenshots
Collections dashboard — overdue customers sorted by balance, with recommended actions and inline Send / Done / Snooze.
Per-customer follow-up: current level, schedule, overrides and full action history.
Configurable dunning levels: email, letter and activity escalation by days overdue.
A dunning level: delay, action type, email template / activity and penalty.
Technical
- Compatible with Odoo 18.0 & 19.0
- License: OPL-1
- Clean install · automated tests
- Dependencies: account, mail (no Enterprise required)
- Support: support@pokutsoft.com
- Website: https://pokutsoft.com/
Update date: 2026-07-02