Customer/supplier statement of account reports in Odoo
by BrowseInfo https://www.browseinfo.com$ 43.59
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Sales (sale_management) |
| Lines of code | 1432 |
| Technical Name |
account_statement |
| License | See License tab |
| Website | https://www.browseinfo.com |
| Versions | 9.0 8.0 15.0 12.0 13.0 14.0 17.0 16.0 10.0 11.0 |
Customer/Vendor statements of account reports Odoo Apps.
Customer/Supplier financial accounting Statement Odoo apps offers you to view customers or suppliers statements reports with overdue invoices details and helps you to send statements of account reports by email to your customers/suppliers.Statement reports comes with the due range tables with 0-30 days, 30-60 days ,60-90 and 90+ days kind of range.This Odoo apps also helps to print overdue invoice and overdue statement reports of customer.Statements tab of customer and supplier both shows total due amount and total overdue amount balance , total due is show total remaining due amount of customer or supplier and total overdue amount shows the total which become overdue based on the payment term selected on invoices.
looking for customer account payment followup Odoo App, please check below module link
Customer Account Payment followup Odoo Apps.
Looking for customer statements and Overdue payment reports Odoo Apps,please check below module link
Customer statements and Overdue payment reports Odoo Apps.
Multi Language Translation Available
We have added Translation using google translate for English (US), Arabic, French / Français, Spanish / Español and Dutch / Nederlands, if you want to change translation terms or add new translation provide us translation, we will add that without any cost.
Features
Customer/Supplier Statements.
View/Print/Send by email Customer and Supplier statements with all transection.
Customer Overdue Payments Details Report
User can able to generate Customer Overdue Payment report easily for overdue invoices and send it by email.
Partner wise Ledger Report
As this module also provide feature to print Partner Ledger Report for single partner.
Customer/Supplier Statement send by Email.
You can send overdue statement by email to customer.
Auto Send Monthly Statement to Customers
Monthly customer statement automatically sent to customer on configured date.
Auto Send Weekly Statement to Customers
Weekly customer statement automatically sent to customer on configured day of week.
Auto Send All Statement to Customers
All statements of customers will sent to him on selected date.
Opt Statement Option
Opt Statement option is available if user do not wants to send auto statement by mail..Customer Statement
User can find "Customer Statement" and "Supplier Statement" tabs on customer/supplier form view, User also can see "Total Overdue Amount" and "Balance Due".
Print Customer Statement
User can print customer statement report by clicking "PRINT CUSTOMER STATEMENT" button.
Customer Statement Report
User can see printed customer statement report.
Send Customer Statement Report
User can send customer statement report by mail by clicking "SEND CUSTOMER STATEMENT" button.
User can see sent mail with attached statement report.
Opt Statement Option
User can enable "Opt Statement" option on customers and suppliers and these customer/supplier won't receive auto weekly, monthly and all statements report by email.
Auto Send Weekly Customer Statement
Under Invoicing > Configurations > Settings menu user have to enable "Send Customer Statement" and select "Period" as "Weekly" and select "Weekly Send Day".
User can see auto send email on selected day of week.
Auto Send Monthly Customer Statement
Under Invoicing > Configurations > Settings menu user have to enable "Send Customer Statement" and select "Period" as "Monthly" and enter "Statement Date".
User can see auto send email on selected date of month.
Auto Send All Customer Statement
Under Invoicing > Configurations > Settings menu user have to enable "Send Customer Statement" and select "Period" as "All" and enter "Statement Date".
User can see auto send email on selected date of month.
Supplier Statement
User can find "Supplier Statement" tabs on vendor form view, User also can print supplier statements by clicking "PRINT SUPPLIER STATEMENT" button.
User can see printed supplier statement report.
Send Supplier Statement
User can send supplier statement report by mail by clicking "SEND SUPPLIER STATEMETN" button.
User can see sent mail with attached statement report.
Print Statement Reports
User can also print different statement report from customer/supplier "Print" menu.
Customer Monthly Statement
User can print customer monthly statement report by clicking "Customer Monthly Statement" menu.
Customer Weekly Statement
User can print customer weekly statement report by clicking "Customer Weekly Statement" menu.
Customer Overdue Statement
User can print customer overdue statement report by clicking "Customer Overdue Statement" menu.
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You will get 90 Days free support incase any bugs or issue (Except data recovery).
At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on ticket@browseinfo.in or raise a ticket on support.
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Hello
I would like to test the Customer/supplier statement of account reports in Odoo
https://apps.odoo.com/apps/modules/13.0/account_statement/
Please let me know the access server and user info; or contact me at galo@castrillon.net
Regards,
Re:
Hello Sir,
You can request a demo sir at sales@browseinfo.in
Our team will provide you demo as per your requirement.
Regards
Outstanding credits?
Does this module report customer outstanding credits? For example, if customer made advance payment of $120, invoice total is $50. Can the statement show the credit of $70?
Re: Outstanding credits?
Hello sir please contact us via www.browseinfo.in , our team will schedule demo for you and you can also clear your queries Regards
Amounts should be in document currency not company base currency
Statement shows amounts converted to base currency not the currency and amounts that were invoiced/received. This makes it useless to sent to customers/purchasers who require transactions in foreign currencies - the values will not match anything in their systems/records. Is it possible for you to change this or perhaps make it a settings option as to whether you want to use base currency or issued document currency? It would also make sense to group and have totals per currency. I also get error when I try to use the Print Customer Overdue Statement - can you tell me best way to report the error to you please e.g. support email address.
Re: Amounts should be in document currency not company base currency
Hello Sir, Our team has responded you on email already We will make sure all queries are answered Regards