ODOO'S FUNCTIONS

Odoo provides a rapid and automatic way to manage your customer statement; however, this comes with some limitations to control communication with your customer.

CLUEDOO'S FUNCTIONS

Cluedoo adds extra info and a pop-up menu before sending an order to fully control which reminder you will send to your customer.

MODULE +

Proposes a manual approach of customer statement management as an alternative of Odoo's automatic approach, which can be efficient but sometimes not adapted to the communication policy of your company.

CLUEDOO RECOMMENDATIONS

Install if you do not like the automatic filling of Odoo's Customer Statement Follow-up. By adding more options on the customer statement management, you get more flexibility to manage this important and sensitive topic.

1

Create an Invoice and fill in the title.

2

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

3

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