This enhancement reintroduces the "Follow-Up Report" that was available in Odoo v17 but removed in v18. While v18 includes follow-up actions on the customer record, it lacks a centralized, detailed report for managing unpaid invoices. With this feature:
- A dedicated Follow-Up Report menu is added under the Accounting/Receivables section.
- The report is available in tree view and form view, replicating the v17 experience.
- The form view lists all unmatched (unreconciled) invoices for the selected customer.
- Each invoice line includes a toggle or checkbox to exclude it from follow-up actions, giving users precise control over customer communications.
- Fully integrated with Odoo's follow-up levels, action buttons, and history tracking for a complete receivables management workflow.
User Steps:
- Go to Accounting > Customers > Follow-Up Reports.
- Select a customer to open the Follow-Up Report form view.
- Review all outstanding invoices.
- Use the exclude checkbox on any invoice you don’t want included in follow-up actions.
- Proceed with the standard follow-up process, confident that excluded invoices will be skipped.
Benefits:
- Restores a popular v17 workflow for managing overdue invoices.
- Improves communication control by allowing invoice-level exclusions.
- Maintains compatibility with existing follow-up processes while adding a user-friendly report interface.