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Odoo 14 Auto Activity Scheduling for Payment Follow up

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Auto Activity Scheduling for Payment Follow-up is the latest feature added in the Accounting module Odoo14.
Auto activity scheduling is used to plan or schedule activities automatically when the due date is reached.

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Odoo 14 Auto Activity Scheduling for Payment Follow up

  1. 1. www.cybrosys.com Odoo 14 Auto Activity Scheduling for Payment Follow up
  2. 2. INTRODUCTION  Auto Activity Scheduling for Payment Follow-up is the latest feature added in the Accounting module Odoo14.  In Accounting we used to create follow-up levels and maintain customer follow-up reports that help a business to identify the due and delayed payments and to send appropriate reminders to the customers on due.  Auto activity scheduling is used to plan or schedule activities automatically when the due date is reached.
  3. 3.  Go to Accounting - Configuration - Journals - Open Customer Invoices. Inside the configuration of this journal under Advanced settings, below you can find a new section ie. ‘Follow Customer Payments’ where an activity can be added with activity user and activity summary.
  4. 4.  Now provide schedule activity and user.If an activity user is not provided then the salesperson of the invoice will be assigned as the activity user.Add summary if needed
  5. 5.  Now create an invoice from customers - Invoices and confirm the invoice
  6. 6.  From the list view we can find the due date and next activity details.Click on that schedule activity for getting details
  7. 7. For More Details Check our company website for related blogs and Odoo book. www.cybrosys.com Check our YouTube channel for functional and technical videos in Odoo. Odoo 14 Auto Activity Scheduling for Payment Follow up
  8. 8. Thank You

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