In Metro, Payment Follow-up Levels are used to automatically remind customers about overdue invoices. You can configure them from the Accounting module.

1) Go to the "Accounting" module by clicking on its icon in the main dashboard or using the application menu.

View Accounting Dashboard

2) Assign Follow-Up Actions to Customers

Accounting > Configuration > Follow-up Levels


3) Create or Edit a Follow-up Level

Click Create (or open an existing level) and configure these fields:

4) Based on the image provided, this is a "Create Follow-up" configuration modal, likely from an accounting, ERP (like Odoo), or CRM system. It is used to automate or define specific actions when a customer's payment becomes overdue.

A. Follow-Up Action Trigger

This section defines when the action triggers and what type of communication is used.

1. Follow-Up Action (Text Field): A blank title or description box where you can name this specific follow-up level (e.g., "First Reminder" or "Urgent Notice").
2. Days Overdue Trigger: Currently set to 0 days overdue. This means the system will initiate this action the very day an invoice passes its due date.
3. Action Type Checkboxes: You can choose one or multiple channels for the reminder:

• Manual Action: Requires a team member to manually intervene.
• Send an Email (Checked): Automates an email notification.
• Send a Letter (Checked): Generates a formal letter configuration (often used for printing/mailing or attaching as a PDF).

B. Email Template Selection

This section dictates the core design and routing of the automated email.

Email Template Dropdown: Currently configured to use the "Default payment follow-up reminder e-mail". Clicking this dropdown allows you to switch between different pre-configured templates depending on the severity of the delay.

External Link Icon: The small pop-out icon on the far right allows you to open and directly edit the layout, subject line, or server configurations of that specific email template

C. Letter or Email Content Customization

This area allows you to customize the actual message text that the customer will receive.

Dynamic Keywords (Placeholders): The system provides specific placeholders to automatically pull real-time data into the message, ensuring personalization without manual typing:

%(partner_name)s: Inserts the Customer/Client Name.

%(date)s: Inserts the Current Date.

%(user_signature)s: Inserts the logged-in User's Name/Signature.

%(company_name)s: Inserts your Company’s Name.

Message Preview Box: A rich-text area showing the draft text. It includes standard formal language reminding the customer that an amount stays unpaid, requests payment within 8 days, and politely asks them to ignore the message if payment has already been sent. The "EN" tag in the top right indicates the language version currently being edited.

D. Action Buttons

These controls save or cancel your progress.

• Save & Close: Saves this specific follow-up rule and closes the window.

• Save & New: Saves this rule and immediately opens a blank form to create the next level of follow-up (e.g., configuring a stricter "15 days overdue" reminder).

• Discard: Cancels all changes made in this session without saving.

4) Follow-Up Action Sequence Table

This table displays the timeline of actions that will execute as an invoice gets older.

Existing Rule (My Follow-Up): * Due Days (10): This line is configured to trigger exactly 10 days after an invoice becomes overdue.

Actions Activated: For this 10-day mark, all three communication channels are enabled—it will automatically Send an Email, Send a Letter, and log a Manual Action for a team member to follow up.

Trash Can Icon: Allows you to quickly delete this specific escalation tier from the policy.

Add a Line: Clicking this text opens up the configuration modal (the one from your first screenshot). This allows you to build a multi-step escalation ladder. For example, you could have:

Line 1: "Reminder" at 3 days (Email only).

Line 2: "My Follow-Up" at 10 days (Email, Letter, Manual call, as seen here).

Line 3: "Final Notice" at 30 days (Strict legal warning).

5) Save Button: Clicking this commits the entire policy (including all individual follow-up lines you have created below) to the database.

To get more details, do I configure the Payment Follow-up Levels in Metro ERP  please do contact us at  support@metrogroup.solutions