Add details and edit the customer statement before sending
STORY BEHIND THE FEATURES
Odoo proposes an automatic and fast way to manage your customer statement. But with some limitation to control your communication with your customer.
Cluedoo add extra info and pop-up before sending in order to fully control which reminder you will send to your customer.
Propose a manual approach of customer statement management as an altenative of the automatic approach of Odoo, which is efficient but sometimes not adapted to the communication policy of the company.
To be installed if you do not like the automation filling behind Odoo Customer Statement Follow-up. By adding more option on the customer statement management, you get more flexibility to manage this sensitive topic.
OUR FEATURES AS SOLUTION
Add Invoice Title in Follow-up Report and Propose Manual Management
HOW TO USE THIS MODULE
Create Invoice and fill in the Title
In Follow-up report, it will show the invoice title.
Click "Send By Email" and and we are able to edit the email before sending it.