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Customer Follow-Up

Customer Follow-Up

licenseLGPL-3 Version16.0, 18.0, 19.0 Community Enterprise Odoo.sh packageDACH authorEquitania Software GmbH supportsupport@equitania.de

Dunning letters that go out on time.

Customer Follow-Up

Dunning is the task that gets postponed because it is unpleasant — and every postponed week is money that arrives later. This module extends Odoo's follow-up management with a clearer process and prints the letters through FastReport, so they carry the company's own layout.

Only with ownERP

The help for this module is findable — for people and for AI

One help page in German and English, shipped inside the module. With Help Docs installed you search them in full text — and an AI assistant reads the same content through a machine-readable module card.

A person searches
Equitania layout
Dunning letters in the Equitania layout
The follow-up report is rendered through FastReport, so it looks like your invoices and delivery notes. The follow-up screen is at Accounting → Customers → Follow-up Reports. It lists, per customer, which items are overdue and which follow-up level they have reached. Printing a dunning letter 1. Open Accounting → Customers → Follow-up Reports. 2. Pick the customer from the …
An assistant asks
eq.helper.doc.get_capability_card(
  "eq_account_followup")
Returns the models, fields, methods and permission rules of Customer Follow-Up in a form an assistant can act on — instead of guessing them from screenshots.
“Where does a dunning letter take its layout from?” — answered from the module card, not from training data.

Full-text search and module card come from Help Docs (eq_helper). This module ships the content — no extra configuration.

Features

Letters in your own layout

The documents are produced through FastReport, so a dunning letter looks like the rest of the company's correspondence rather than like a system printout.

The communication is on file

What was sent when is recorded per customer, which is what makes the next conversation — or a handover to a collection agency — possible without reconstructing the history.

Frequently Asked Questions

Does this module need Odoo Enterprise?

Yes. It builds on Enterprise accounting apps, so it can only be installed on an Enterprise system.

Which Odoo editions are supported?

The module runs on Odoo Community and Odoo Enterprise, version 19.0 — self-hosted or on Odoo.sh. Odoo Online, the hosted SaaS edition, does not accept apps from the store, so no third-party module can run there.

Which other modules does it require?

It requires base_setup, account_followup, eq_fr_core. Odoo resolves and installs these dependencies itself when you install the module.

Under which license is the module published?

The module is published under the LGPL-3 open-source license.

Will it keep working after an Odoo update?

Yes, within 19.0.x. A move to the next major Odoo version is delivered as a new module version.

Where do I get support?

Write to support@equitania.de or use our support portal at support.equitania.de.

Can I see the module in action first?

We do not run a public demo instance. Write to support@equitania.deand we will walk you through it.

Support · Kontakt

We are happy to support you · Wir unterstützen Sie gerne.

Equitania Software GmbH ownERP
Equitania Software GmbH
Weiherstraße 13
75173 Pforzheim
Deutschland · Germany
Telefon: +49 7231 16 604 0
Telefax: +49 7231 16 604 200
Homepage: www.ownerp.com · odoo2fast.report
Support: support.equitania.de
E-Mail: support@equitania.de

EN · All information on this page is provided for product description purposes only and is not legally binding. It constitutes neither a guarantee of quality nor an assurance of any particular scope of functions, fitness for a particular purpose or specific results; only the contractual agreements and the scope of delivery of the version actually installed are authoritative. Screenshots show example configurations.