Follow-up Levels
The escalation steps for chasing overdue invoices.
Overview
Follow-up levels define what happens at each stage of lateness, such as a reminder after a number of days and a firmer notice later. They drive the follow-up reports.
When to use follow-up levels
- You formalise your collections process.
Step by step
In the Accounting module open Configuration in the green navigation bar, then choose Follow-up Levels under Invoicing.
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Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- financial.followup-levels.create
- financial.followup-levels.read
- financial.followup-levels.update