During this talk, we will see how the automated follow-ups evolved to be even more user-friendly with a brand new view, new functionalities and a new integration possibility.

1. Speed-up Credit Collection
with Automated Follow-Ups
Quentin MATHONET • Business Analyst
EXPERIENCE
2018

2. Why using Follow-Ups?1
Odoo Follow-Ups: Basics
What’s new?
Demo
2
3
4

3. Why using
Follow-Ups?1

4. BE
● 92.0% of respondents experienced late payment
● 54 days from issued invoice to the payment
● 25.4% had to delay payment to their suppliers
● 20% recorded a loss in revenues
UK
● 30% of payments to UK SME’s are late
● 79% forced to invest more time in chasing payments
● 48% paid suppliers late
● 20% report lower business growth

5. DSO (Days sales outstanding) is an accounts receivable metric that measures the average length of time it
takes to receive an invoice payment from a customer. This metric is useful in determining a business' average
collection time, indicating how effective a company is in managing its accounts receivables.
71% of companies which claimed not to have late
payments cited credit control best practice as the reason

6. Odoo Follow-Ups:
Basics2

7. Basics
● Multiple payment terms creation
● Flexible payment terms
● Easy setup of follow-up levels
● Configurable follow-up mails
● Manual or automated sending of
follow-ups

8. What’s new?3

9. News.
● Brand new list view that makes it user-friendly
● Batch follow-ups
● Chatter to keep track of both internal and external
communications
● Schedule activities and next deadlines
● Integration with Snail Mail
● More flexibility in payment terms (precise day)

10. Demo4

11. Step 1 Step 2 Step 3 Step 4
● Add the follow-up feature through the Configuration Panel
● Create your personalized payment terms:

12. Step 1 Step 2 Step 3 Step 4
● Make your personalized follow-up levels:

13. Step 1 Step 2 Step 3 Step 4
● Process follow-ups thanks to our new user-friendly view:
- in batch
- manually
● Set easily reminders or set up specific actions to do

14. Step 1 Step 2 Step 3 Step 44
● Keep track of external and internal discussions
● Enjoy the activity scheduling tool within the follow-ups

15. Credit collection won’t be cost
center for your company anymore
Easy
Flexible
No more time consumption

16. Thank you.
#odooexperience
2018
EXPERIENCE
2018