Odoo Automatic Debt Reminder Module

@MashoodurRehman1

I am an experienced Odoo developer with a strong background in module creation and customization, particularly in areas related to accounting and email automation. Over the years, I have successfully developed and implemented various Odoo modules, ensuring seamless integration and functionality within existing systems. For your "Odoo Automatic Debt Reminder Module" project, I can leverage my expertise in Python and PostgreSQL to build a robust system that aligns with Odoo's UI patterns and performance expectations. My past work involved creating automated email notification systems using XML/QWeb, and I am well-versed in configuring complex permission structures to meet access requirements, ensuring that only authorized personnel can execute specific tasks. Understanding your need for a clear installation guide, I am committed to providing detailed documentation. I am prepared to test email functionalities thoroughly using Gmail/SMTP to log all interactions as specified. I am eager to discuss your workflow and sample data further to tailor the solution to your needs.

@techplusintl

Hi, I can develop an automated debt management module for your Odoo system. This module will maintain the Odoo interface style, run smoothly on Python and PostgreSQL, and utilize XML/QWeb for display. To address the project challenge, I will ensure that the core functionalities you require are implemented effectively. I will track receivables, automate due date notifications, and schedule monthly reminders via Gmail/SMTP. I will also implement a clear permission system, allowing only managers to send emails while employees can view reports. I will need access to your current Odoo environment for installation and configuration. Additionally, I will ensure that all emails sent are logged and that the code adheres to Odoo standards, complete with a README for installation and usage. I have experience developing Odoo modules related to accounting and email automation, which will be beneficial for this project. You can view my portfolio here: https://www.freelancer.com/u/techplusintl. Ready to start immediately!

@dinhthi

Xin chào, Tôi rất quan tâm đến dự án phát triển module quản lý công nợ và nhắc nợ tự động cho Odoo của bạn. Tôi có kinh nghiệm với Python, PostgreSQL, Odoo customization, quy trình kế toán, email automation, phân quyền và XML/QWeb, nên có thể xây dựng module theo đúng chuẩn Odoo và đồng bộ với giao diện hiện tại. Tôi có thể triển khai đầy đủ: * Theo dõi tổng công nợ, số tiền đã thu và số tiền còn phải thu theo từng khách hàng. * Tự động xác định khoản đến hạn/quá hạn và lập lịch gửi email nhắc nợ hàng tháng. * Tích hợp Gmail/SMTP thực tế và lưu toàn bộ lịch sử email đã gửi. * Trang danh sách công nợ với trạng thái nhắc nợ và lịch sử truy vết. * Phân quyền rõ ràng: Manager được phép gửi email/cấu hình, Employee chỉ được xem báo cáo. * Màn hình cấu hình thời gian gửi, email template và thông tin SMTP. * Sử dụng Odoo Models, Security Rules, Access Rights, XML/QWeb và Cron Jobs đúng chuẩn. * Cài đặt, cấu hình và kiểm thử trực tiếp trên môi trường Odoo hiện tại. * Kiểm thử quyền hạn với cả hai nhóm Manager và Employee. * Bàn giao source code sạch, dễ bảo trì cùng README hướng dẫn cài đặt và sử dụng. Trước khi bắt đầu, tôi sẽ kiểm tra phiên bản Odoo hiện tại, cấu trúc dữ liệu kế toán và workflow thực tế để đảm bảo module tích hợp ổn định, không ảnh hưởng đến hệ thống đang vận hành. Tôi sẵn sàng bắt đầu và có thể trao đổi ngay để thống nhất phạm vi, timeline và kế hoạch triển khai.

@corpmember29

Xin chào, {{{ Tôi đã từng phát triển các module Odoo tương tự về kế toán, quản lý công nợ và tự động hóa email, và tôi có thể cho bạn xem các sản phẩm mẫu này }}} Tôi đã xem xét kỹ các yêu cầu của bạn và hiểu rằng bạn cần một module Odoo để tự động theo dõi công nợ khách hàng cũng như gửi thông báo nhắc nhở thanh toán hàng tháng. Tôi có hơn 10 năm kinh nghiệm làm việc với Python, PostgreSQL, phát triển Odoo, XML/QWeb và tự động hóa quy trình kinh doanh. Tôi có thể triển khai các tính năng: theo dõi khoản phải thu, phát hiện khoản nợ đến hạn/quá hạn, lên lịch nhắc nhở hàng tháng, gửi email thực tế qua Gmail/SMTP và ghi lại toàn bộ lịch sử gửi email. Tôi cũng sẽ thiết lập cơ chế phân quyền rõ ràng giữa Quản lý và Nhân viên, tạo danh sách công nợ hiển thị trạng thái và lịch sử nhắc nhở, cũng như xây dựng màn hình cấu hình để thiết lập lịch trình, mẫu email và thông số SMTP. Module sẽ được phát triển tuân thủ các tiêu chuẩn của Odoo và tích hợp mượt mà vào hệ thống hiện tại của bạn. Tôi sẽ thực hiện cài đặt và cấu hình module, tiến hành kiểm thử toàn diện (end-to-end) với cả hai vai trò người dùng, kiểm tra việc gửi email qua Gmail/SMTP, đồng thời cung cấp tài liệu hướng dẫn (README) chi tiết về cách cài đặt và sử dụng. Tôi sẽ cung cấp mã nguồn đầy đủ và hỗ trợ kỹ thuật miễn phí trong vòng 2 năm. Rất mong nhận được phản hồi tích cực từ bạn. Trân trọng, Christina

@XanvraTECH

Hello, I am very interested in expanding my Odoo system with an automatic debt reminder module. I understand the project requirements for developing a module that manages and automatically reminds debtors while maintaining Odoo's interface style, running smoothly on Python + PostgreSQL, and utilizing XML/QWeb for display. With my expertise in PHP, Python, ERP, PostgreSQL, and Software Architecture, I plan to implement the core functions you expect, such as debt tracking, automated overdue payment identification, scheduled reminders via email, clear permission settings, and a debt list page with status tracking. - MY WORK STATS: ✨ https://www.freelancer.com/u/XanvraTECH I suggest a follow-up discussion to further delve into the project details and your specific needs. Best regards, Warda Haider

@toriquldev123

Hello There! I’m Md Toriqul Islam, an experienced Full-Stack Developer specializing in Odoo, Python, PostgreSQL, XML/QWeb, accounting workflows, and business automation. I understand you want to extend your existing Odoo system with an automated receivables tracking and debt-reminder module, including monthly email reminders, Gmail/SMTP integration, complete email history, configurable templates, reporting, and Manager/Employee access controls. I’m skilled in Odoo, Python, PostgreSQL, XML/QWeb, SMTP, access rights, scheduled actions, and accounting automation. I have a few questions: 1) Which Odoo version are you currently using? 2) Is your Gmail/SMTP server already configured in Odoo? 3) Do you have an existing accounting/customer data structure that the module should integrate with? I can start immediately and will provide clean, Odoo-standard code with installation documentation, testing, and full configuration. Looking forward to hearing from you. Best regards, Md Toriqul Islam

@protovosolutions

Hello, We would be glad to assist you with this project. Protovo Solutions LLP is an experienced technology and business solutions agency serving global clients since 2016. We have successfully completed projects in custom software development, CRM and ERP customization, SaaS platforms, marketplaces, e-commerce, AI automation, digital marketing, and virtual assistance. Our team has hands-on expertise in Laravel, CodeIgniter, PHP, Node.js, React, Python, WordPress, Shopify, PrestaShop, OpenCart, PerfexCRM, RISE CRM, Odoo, APIs, automation, SEO, data management, and business support services. With more than 100 client reviews on Freelancer, we understand the importance of clear communication, reliable delivery, quality work, and ongoing support. We can review your complete requirements, recommend a practical approach, and execute the work through clear milestones. Relevant work samples and technical details can be shared during our discussion. Please connect with us through chat so we can discuss the requirement and take this forward. Kind regards, Protovo Solutions LLP

@denisSolution

Hi, I'm Denis, a developer with experience building Odoo modules for accounting, automation, and workflow management. Your request for an automatic debt reminder module aligns with my past work on systems requiring outstanding balance tracking and scheduled follow-ups. The module must integrate seamlessly with Odoo's accounting data, maintain proper permissions, and provide a clean interface while ensuring reliable email delivery. I'll start by reviewing your current Odoo setup to understand invoice and payment workflows. Then I'll implement efficient balance tracking using PostgreSQL views and a daily scheduler to identify overdue invoices. Email templates will be stored in the database with dynamic content support, and all sent emails will be logged for audit purposes. The UI will follow Odoo's standard styles with QWeb templates, and access will be controlled through standard Odoo groups. For email delivery, I'll implement a robust SMTP handler that logs each attempt with status and error details. The module will include a settings screen for managers to adjust email content, scheduling, and SMTP details without coding. Key challenges like partial payment handling and cron system reliability will be addressed through careful database transaction management and comprehensive logging. I can start immediately—let's connect to discuss further. Thanks, Denis

@shadabkhan92

With your requirement of an automatic debt reminder module for your Odoo system, my team and I are perfectly equipped to handle this project. We have a deep understanding of Odoo, Python, PostgreSQL, and ERP systems in general. To further demonstrate our expertise, we have a strong record of developing similar modules and functionalities, particularly those concerning accounting and email automation. One of the central features you're looking for is complete debt tracking for each customer, an automated system to identify overdue payments based on scheduled reminders. Our experience managing these functionalities will ensure that the module keeps track accurately and sends out timely reminders, helping to optimize your cash flow. Additionally, our familiarity with XML/QWeb ensures that the user interface will align seamlessly with the look and feel of Odoo.

@anayapallavi

With my extensive experience in AI-powered solutions and skillset, I am confident I can take on this Odoo Automatic Debt Reminder Module project and deliver the desired outcomes you have outlined. My competency spans across critical aspects you've identified such as keeping a consistent Odoo interface, utilizing Python + PostgreSQL and XML/QWeb for seamless functionality, while ensuring smooth integration with Gmail/SMTP features for detailed email tracking. I have previously developed Odoo modules related to accounting and email automation, aligned with the requirements of your tasks. I guarantee to apply thorough testing measures to ensure permissions are properly segregated for managers and employees along with all the automatic reminder functionalities accurately executed. Beyond well-structured coding and clear adherence to Odoo standards, I emphasize on creating a comprehensive README file that eases the installation and usage process that comes with my work. Additionally, my effective communication skills ensure that every implementation is aligned with your expectations. Let's connect further to discuss how we can proceed with this project successfully using actual sample data and ensuring you understand every step thoroughly before implementation. Together, we'll enhance your Odoo system with an efficient debt management module.

@ixorawebmob

Hello, I’ve gone through your project details and this is something I can definitely help you with. I have 10+ years of experience in mobile and web app development, working with PHP, Software Architecture, and Database Management. I focus on clean architecture, scalable code, and clear communication to ensure the project runs smoothly from start to finish. I will first review your requirements, suggest the best technical approach, and then proceed with development while keeping you updated at every stage. Here is my portfolio: https://www.freelancer.in/u/ixorawebmob I’m interested in your project and would love to understand more details to ensure the best approach. Could you clarify: 1. Do you need this for mobile, web, or both? 2. Do you already have UI/UX designs or should we create them? 3. Will there be any third-party API or payment gateway integration? 4. What is your expected timeline for completion? 5. Are there any reference apps or websites you like? Have you considered how the user interface should align with existing Odoo aesthetics? Let’s discuss over chat! Regards, Arpit Jaiswal

@chiragpipal

⚠️ If you're not happy, you don’t pay. ⚠️ Hi, Thank you for checking my proposal and sharing the detailed project brief. I can build your automated debt management module using Python and PostgreSQL with a user-friendly design. I will deliver: • Comprehensive receivables tracking: total amounts due, collected, and outstanding per customer. • Automated due date determination and scheduling for monthly reminders via email. • Email functionality through Gmail/SMTP with all sent emails logged in history. • Clear permission settings: only Management can send emails, while Staff can view reports. • A detailed receivables dashboard displaying reminder statuses and history tracking. • A configuration screen for adjusting sending times, email templates, and SMTP server settings. You will also receive: • A comprehensive README for installation and usage guidance. • Ongoing support for any post-deployment queries. I am confident I can execute your vision professionally and efficiently. Looking forward to discussing the timeline and next steps. Best regards, Chirag Pipal

@longngoc2307

==== Xin chào - Truong đây ==== "MODULE ODOO NHẮC NỢ TỰ ĐỘNG" — cần theo dõi công nợ, gửi nhắc hàng tháng và lưu đầy đủ lịch sử email. Tôi sẽ giữ module theo chuẩn Odoo với Python/PostgreSQL và XML/QWeb, dùng scheduled action để tự động kiểm tra khoản đến hạn/quá hạn. Phần quyền cũng sẽ tách rõ Manager được gửi email, Employee chỉ xem báo cáo, đồng thời kiểm thử Gmail/SMTP và log từng email đã gửi. Bạn đang sử dụng phiên bản Odoo nào và dữ liệu công nợ hiện lấy từ module Accounting mặc định hay module tùy chỉnh? Looking forward to working with you.

@np45

I have experience with Odoo 18, including custom modules, and can create your automatic debt reminder module to integrate with your Odoo system. Step 1: Requirements Analysis We'll assess your Odoo setup for compatibility and define the module's specifications, focusing on debt tracking and email automation. Step 2: Module Development I'll develop the module using Python and XML/QWeb, following Odoo standards, including access controls and SMTP email configuration. Step 3: Testing and Verification Testing will ensure email functionality via Gmail/SMTP, log all emails, and verify access permissions for managers and staff. Step 4: Documentation and Handover You'll receive comprehensive documentation, installation and user guides, and a Loom walkthrough for your team. I offer a paid pilot phase to demonstrate core functionalities before full deployment. Let's discuss your process in more detail. When would you be available for a brief call?

@accelaronix

Hi, I can develop this as a native Odoo debt-management module that follows Odoo’s existing accounting, security and mail architecture rather than building a separate reminder system. Approach: • Track receivable, paid and outstanding amounts per customer • Automatically identify due/overdue invoices and schedule monthly reminders • Use Gmail/SMTP with complete email history and audit trail • Restrict sending/configuration to Managers while Employees remain read-only • Provide debt list with reminder status and communication history • Add configurable reminder schedule, email templates and SMTP settings • Use Python, PostgreSQL and Odoo XML/QWeb with clean Odoo standards What I will deliver: • Installable custom Odoo module • Debt tracking and reminder automation • Gmail/SMTP configuration and email logging • Manager/Employee access controls • Debt dashboard/list and history views • README with installation and usage instructions • Testing with both user roles I have hands-on experience developing Odoo modules, accounting workflows, automated actions, access groups and email integrations. Cost and timeline will be discussed and finalized after reviewing your current Odoo version, accounting setup and sample workflow. Regards, Shubham

@SkillCrafts

I understand you're looking for an Odoo module to automate debt reminders, similar to how Odoo handles automated order confirmations or invoice notifications. My experience with developing custom Odoo modules, specifically focusing on financial workflows and integrating with external services like email, makes me confident I can deliver a robust solution that aligns perfectly with your existing Odoo setup. My technical approach will involve leveraging Odoo's Python framework and PostgreSQL database. I'll create custom models for debt tracking, automated scheduling, and email history, all while adhering to Odoo's MVC architecture. For the email functionality, I'll integrate with Python's `smtplib` and Odoo's email queuing system, ensuring secure sending via Gmail/SMTP and comprehensive logging. The user interface will be developed using XML and QWeb, ensuring a seamless Odoo-like experience. To ensure we're perfectly aligned, could you clarify if the monthly reminder schedule needs to be configurable per customer or if a global monthly setting is sufficient? Also, regarding permissions, besides Managers, are there any other roles that should have visibility into the debt reminder history? I'm eager to discuss these details further and demonstrate how I can build this for you.

@tyronet2

Tôi sẽ phát triển module theo đúng cấu trúc chuẩn Odoo, sử dụng Python, PostgreSQL và XML/QWeb, đồng thời giữ giao diện nhất quán với hệ thống hiện tại. Module sẽ tổng hợp công nợ từ hóa đơn và thanh toán, hiển thị số phải thu, đã thu, còn lại, ngày đến hạn và trạng thái quá hạn theo từng khách hàng. Cron job sẽ tự động lập lịch nhắc nợ hàng tháng; email dùng mẫu có thể chỉnh sửa và gửi qua Gmail/SMTP. Mỗi lần gửi sẽ lưu người gửi, người nhận, nội dung, thời gian, trạng thái và lỗi nếu có. Chỉ nhóm Quản lý được gửi/cấu hình, còn Nhân viên chỉ có quyền xem báo cáo. Tôi sẽ cài đặt, kiểm thử SMTP, cron, lịch sử và hai nhóm quyền, sau đó bàn giao mã nguồn cùng README. Anh/chị đang sử dụng Odoo phiên bản nào, Community hay Enterprise?

@omarz33

Hi, hope you are well. I understand what you need and will focus on quality results while keeping you updated. I am an expert with 8 years of experience in PHP, Software Architecture, Database Management, PostgreSQL and I helped many clients reach their goals. Please visit my profile to check the latest work and honest client reviews. Let us make this great together, please connect in chat. Regards.

@abdf2010

Hi, I am a professional web developer and I can do this project "Odoo Automatic Debt Reminder Module", I have 5 years of experience in web development. I have done many projects like this. I can do this job for you. I can start right now. Please contact me. Thanks