1.
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Odoo 14 Auto Activity
Scheduling for Payment
Follow up

2.
INTRODUCTION
 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.

3.
 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.

4.
 Now provide schedule activity and user.If an activity user is not provided then the
salesperson of the invoice will be assigned as the activity user.Add summary if needed

5.
 Now create an invoice from customers - Invoices and confirm the invoice

6.
 From the list view we can find the due date and next activity details.Click on that schedule
activity for getting details

7.
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Details
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Odoo 14 Auto Activity Scheduling for Payment Follow
up

8.
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