Odoo App · WhatsApp & Messaging
WhatsApp Follow-up Report
Chase overdue invoices over WhatsApp from Odoo's Follow-up Reports — with templates, attachments, and two-way replies.
Overview
WhatsApp Follow-up Report lets accounts-receivable teams chase overdue customers over WhatsApp instead of email-only dunning. The Follow-up Reports menu in Odoo Accounting gets a Send by WhatsApp button that opens a compose window pre-filled with the customer's number and a dynamic template.
Built by TechUltra Solutions on Meta's official WhatsApp Cloud API, the module sends rich follow-up messages — templates with dynamic variables, statement attachments, and interactive lists or buttons — and writes every reply back into Odoo's chat window so the AR team has the full thread on the same screen.
Delivery and read receipts surface inside Odoo with the familiar grey and blue WhatsApp ticks, so collections managers know which customers have actually seen the reminder. The module requires Odoo Enterprise (for Follow-up Reports) and the Odoo WhatsApp Base connector.
Key features
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Send by WhatsApp from Follow-up Reports
A new Send by WhatsApp button appears on each follow-up report in Odoo Accounting. One click opens the compose window for that customer.
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Dynamic dunning templates
Pre-approved WhatsApp templates support dynamic variables — customer name, amount due, due date, statement reference — populated from the follow-up record automatically.
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Statement attachments over WhatsApp
Attach the statement of account, invoices, or any supporting document to the WhatsApp message in a single click through Meta's Cloud API.
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Two-way conversation in Odoo
When a customer replies, the message lands in Odoo's chat window against the same follow-up thread — AR agents respond from the same screen instead of switching apps.
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Delivery and read receipts
Single and double grey ticks show delivery; double blue ticks confirm the customer has read the reminder, all synchronised between WhatsApp and Odoo.
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Interactive message types
Send WhatsApp list messages, product lists, quick-reply buttons, and product catalogues to give customers a structured way to respond.
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Native Discuss inbox integration
Incoming replies are routed through Odoo's Discuss interface, so they appear next to all other internal messages on the customer record.
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Built on Meta's official Cloud API
All traffic runs over Meta's WhatsApp Cloud API. A verified WhatsApp Business Account and permanent access token keep the channel inside Meta's approved infrastructure.
Technical details
Specification
- Publisher
- TechUltra Solutions Private Limited
- Technical name
- tus_meta_wa_follow_up_report
- Odoo versions
- 12.0, 13.0, 14.0, 15.0, 16.0, 17.0
- Lines of code
- 5,846
- License
- Odoo Proprietary License v1.0 (OPL-1)
- Price
- $87.13 (one-time)
- Edition
- Odoo Enterprise (Accounting + Follow-up Reports)
- API
- Meta WhatsApp Cloud API
Deployment
- Odoo Online
- Odoo.sh
- On-premise
Odoo dependencies
- Accounting
- Invoicing
- Discuss
- Odoo WhatsApp Base
Support
90 days of bug-fix support, Monday to Friday (10:00–19:00 IST). Raise a ticket at support@techultra.in.
Setup & configuration
From install to first call — here is the path.
- 1
Set up WhatsApp Business and Meta
Create a WhatsApp Business Account, complete Meta Business verification, register a phone number, and generate a permanent access token in the Meta App dashboard.
- 2
Install Odoo WhatsApp Base
From Odoo Apps, install TechUltra's Odoo WhatsApp Base module — it ships the Cloud-API connector this module depends on.
- 3
Install WhatsApp Follow-up Report
Open Apps, remove the Apps filter, search for “WhatsApp Follow-up Report”, and click Install.
- 4
Open a follow-up report
Navigate to Accounting → Customers → Follow-up Reports and open the report for an overdue customer.
- 5
Send by WhatsApp
Click the Send by WhatsApp button, pick the dynamic dunning template, attach the statement of account if needed, and send.
- 6
Track delivery and replies
Watch delivery and read ticks come back on the follow-up record, and continue the conversation in Odoo's Discuss inbox when the customer replies.
Frequently asked questions
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What does WhatsApp Follow-up Report do?
It adds a Send by WhatsApp button to Odoo Accounting's Follow-up Reports, so AR teams can chase overdue customers over WhatsApp using dynamic templates and statement attachments, with replies flowing back into Odoo's chat window.
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Do I need Odoo Enterprise?
Yes. Follow-up Reports are part of Odoo's Enterprise Accounting app, so this extension requires an Enterprise database with Accounting installed.
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Which Odoo versions are supported?
The module is published for Odoo 12.0 through 17.0, both Community and Enterprise where the underlying Accounting features allow.
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Does it use the official WhatsApp API?
Yes. Messages are sent through Meta's official WhatsApp Cloud API. A verified WhatsApp Business Account and permanent access token are required.
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Can I attach the statement of account to a WhatsApp message?
Yes. Attach the statement, individual invoices, or any other document to the follow-up WhatsApp message in a single click through the Cloud API.
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What happens when a customer replies?
Replies land in Odoo's Discuss chat window against the same follow-up thread, so AR agents can respond from the same screen and keep the full conversation on the customer record.
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Are read receipts visible inside Odoo?
Yes. The familiar single and double grey ticks and double blue ticks show delivery and read status against each WhatsApp message inside Odoo.
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What support is included?
You get 90 days of bug-fix support from TechUltra Solutions, Monday to Friday (10:00–19:00 IST). Raise a ticket at support@techultra.in.
Related solutions
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