Website Customer Statement and Customer Overdue Payments Reports
by BrowseInfo https://www.browseinfo.com$ 106.32
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Website (website)
• eCommerce (website_sale) • Discuss (mail) • Contacts (contacts) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 5221 |
| Technical Name |
bi_website_customer_overdue_statement |
| License | See License tab |
| Website | https://www.browseinfo.com |
| Versions | 12.0 16.0 17.0 14.0 13.0 15.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Website (website)
• eCommerce (website_sale) • Discuss (mail) • Contacts (contacts) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 5221 |
| Technical Name |
bi_website_customer_overdue_statement |
| License | See License tab |
| Website | https://www.browseinfo.com |
| Versions | 12.0 16.0 17.0 14.0 13.0 15.0 |
Website Customer Statements and Overdue Payments Reports Odoo Apps.
Portal Customer Statements and Overdue Payments Reports Odoo Apps
Customer/Vendor Statements and Overdue Payments Reports with auto send feature
Website Customer accounting statements and Customer Overdue Payments Odoo Apps offers you to view customers or vendor statements reports with overdue invoices and payment details and helps you to send statements of account reports by email to your customers and suppliers. Account 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 statement reports of customer. Accountant will have option to filter customer and supplier statements with start date and end date this filter statement comes with opening balance before the start date selected on filter for filter accounting statements. You can also print and send this filter statements too. 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. After installing this Odoo modules/app you can print and send customer/supplier statement as well as print and send overdue payment reports by email.You can also send this overdue payment and statement automatically to your customer and vendors every month using the automatic send email feature. This app also have feature to view statements from the portal view for all portal customers , customers can login to website and check my account page to view their statement and download their statement easily .
looking for customer account payment follow up Odoo App, please check below module link
Customer Account Payment follow up Odoo Apps.
Looking for only customer account statements Odoo Apps,please check below module link
Customer Account Statements 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/Vendor Statements Report
User can print customer or vendor statement reports easily.
Print Statement Report from Website
User can print customer statements report also from website.
Auto Send Reports
Auto send statement report by mail on configured days of month.
Manually Send Customer Statement and Overdue Report
User can manually sens statement report by email.
Print Customer/Vendor Statement and Filter Statement
User can print customer statement and vendor statement and filter statement report from selected date range from website or backend.
Print Customer Statement and Overdue Statements
User can print customer statement or overdue statement report from website or backend.
Auto Send Monthly Statement to Customers
Monthly customer statement automatically sent to customer.
Auto Send Weekly Statement to Customers
Weekly customer statement automatically sent to customer.
Mass Send Customer Statement and Overdue Payment
User can select multiple customers and can send customer statement and overdue payment by mail at once.
Opt Statement Option
Opt Statement option is there if user do not send auto statement by mail.Print Customer Statement from Website
Print Customer Statement from Website
User can see "Print Customer Statement" button under My Account menu, and print report from website.
Customer Statement Report
User can see printed customer statement report.
Print Monthly Statement
User can see "Print Monthly Statement" button under My Account menu on website, and print report from website.
Monthly Statement Report
User can see printed monthly statement report.
Print Overdue Statement
User can see "Print Overdue Statement" button under My Account menu on website, and print report from website.
Overdue Statement Report
User can see printed overdue statement report.
Print Customer Filter Statement from Website
User can see "Print Customer Filter Statement" button under My Account menu on website, and print report from website.
Customer Filter Statement Report
User can see printed customer filter statement report.
Print Customer Statement from Backend
Customer Statement
User can find "Customer Statement" and "Vendor Statement" tabs on customer/vendor form view.
Print Customer Statement Report
Accounting User/Accountant can also able print statements of customers and suppliers by "Print Statement Button".
User can see printed customer statement report.
Send Customer Statement Report
User can send customer statement report by mail.
User can see sent mail with attached statement report.
Print Customer Overdue Payment
User can print customer overdue payment report from button as shown figure.
Send Customer Overdue Payment
User can send customer overdue payment report from button as shown figure.
Customer Statements Filter By Date
When there are many lines on statements then we provide extra feature to filter statement by date to see statement for certain selected period and easily print it for selected date range,This also print balance overdue and total amount overdue for selected date range.
Customer Statement Report With Date Filter
When you click on "Get statement" after applied the filter it will provide statement details for selected date range as shown in image.
User can see printed customer statement report with date filter between selected dates.
Supplier Statement
Accounting User/Accountant can also able print Statements of customers and suppliers by clicking "Print Vendor Statement" button.
User can see printed supplier statement report.
Vendor Statements Filter By Date
User can see printed supplier statement report with date filter between selected dates..
Auto Send Statement Mail
When you tick "Send Customer Statement" in invoice setting you can set date for when customer statement will be send to all customer and you can set period also like if monthly period is set than system will automatically send statement of last month and if All option is select than system will send customer statement till date. When you tick "Send Overdue Customer Statement" in invoice setting you can set date for when customer overdue statement will be send to all customer.
Auto statement and overdue statement send statement and overdue statement to all customer automatically to those customer who has statement amount grater then zero for statement and overdue balance grater then zero for overdue payment report. Also you have option to "Opt Automatic Statement Overdue Payment" send automatically to selected customers. You can tick "Opt Statement" check box on customers and those customer won't receive auto statement and overdue payment report.
User can also print statement report from customer "Print" menu.
Customer Monthly Statement Report
User can print customer monthly statement report by clicking "Customer Monthly Statement" menu as shown bellow.
User can also see printed and attached customer monthly statement report.
Customer Weekly Statement
User can print customer weekly statement report by clicking "Customer Weekly Statement" menu as shown bellow.
User can also see printed and attached customer weekly statement report.
Customer Overdue Statement
User can print customer overdue statement report by clicking "Customer Overdue Statement" menu as shown bellow.
User can also see printed and attached customer overdue statement report.
Overdue Customer Filter
There is a "Overdue Customers" filter to find customer who have the total overdue amount more than zero.
Customer Custom Statements Menu
User can send customer custom statements manually by email to multiple customer at once by clicking "Customer Custom Statements" menu under "Action" menu.
User can select duration to send customer custom statement report
Customer Custom Statements Wizard
User can also select "Custom Date Range" option and select dates and send send mass statements to multiple customer in single click.
Sent Customer Custom Statement Email with Attachment
Sent Mail with Attached Statement Report
Customer Custom Statement Report
Send Overdue Payment Menu
User can select multiple customers and can send mass overdue payment report to all selected customers at once.
Opt Statement Option (Stop Auto Statement and Overdue Payment)
If user enable 'Opt Statement' checkbox for particular customer that time customer statements and overdue report won't send automatically to the customer.
Also when automatic statements and overdue statements don't have balance then statement won't send.
On send overdue payment wizard user have to click "SEND OVERDUE PAYMENT" button to send mail.
Sent Overdue Statement Email to Customers
User can see email has been sent with attachment to the customers.
Invoice Outstanding Report
User can also generate invoice outstanding report from "Invoicing > Customers > Outstanding" menu.
On wizard user have to select journal for invoices, select start date and end date for outstanding report, User can generate XLS and PDF report for outstanding.
Invoice Outstanding XLS Report
Invoice Outstanding PDF Report
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Free Support
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.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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Any abuse of this reporting system will be penalizedPoor support
Before purchase, you need to take note the customer statement in portal is not design properly and very messy and we need to spend more effort to program to make it look nicer. We try to get a refund, but they don't want to give a refund.
Re: Poor support
Hello Sir,
We have asked you to provide more details about issue, like what are the things get mess on portal view which is not provided by you .
When we see on default odoo portal view with our app , it looks same as we have shown on our apps description.
If you share more detail then we can help you.
Regards
for the portal user
Excel Export Option
dears,
we are looking to buy this module, but we need 1 feature to be in this module which is excel export option.