In this video, learn how to follow up on invoices automatically and get paid faster.
1. Why is it important to reconcile just before following up on unpaid invoices?
This way you are as up-to-date as can be with my customers' payments. Otherwise, you would be sending follow-up messages to customers who have already paid. This way you know how your cash flow is doing and if it is more or less urgent that unpaid invoices get paid. It doesn't matter: reconciliation does not affect the follow-ups. This way you make sure that any email received from a customer regarding a payment they have just made has been read.
2. How can I set up my automatic follow-up messages?
By setting up your different letters, emails, and activities in Configuration -> Follow-up Levels, then selecting this Follow-up group in the contact's form view, under the Accounting tab. By installing Odoo Follow-up with the Apps installer, then configuring the Follow-up Levels in the Settings. By first enabling the Follow-up Levels option in Configuration -> Settings -> Customer Payments then setting up your different letters, emails, and activities in Configuration -> Follow-up Levels. By clicking on the Follow-up button on an invoice, then selecting the right set of emails. You can configure the emails by clicking on the external button next to the Email Template field.