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Auto Activity Scheduling for Payment Follow up

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.

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. If an activity user is not provided then the salesperson of the invoice will be assigned as the activity user.

Now create an invoice and after confirming the invoice, if you come below you will be able to see activity is scheduled on the due date of the invoice.

#odoo14 #odoo #odoo14features

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