Customer Statement

Add details and edit the customer statement before sending

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  • Version

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Version: V13

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STORY BEHIND THE FEATURES

ODOO BEHAVIOR

Odoo proposes an automatic and fast way to manage your customer statement. But with some limitation to control your communication with your customer.


CLUEDOO BEHAVIOR

Cluedoo add extra info and pop-up before sending in order to fully control which reminder you will send to your customer.



MODULE +

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.



CLUEDOO RECOMMENDATIONS

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

1

Create Invoice and fill in the Title




2

In Follow-up report, it will show the invoice title.




3

Click "Send By Email" and and we are able to edit the email before sending it.