Customer Statement and Customer Overdue Payments Reports Odoo

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Odoo 9

82.78

v 8.0 v 9.0 v 10.0 v 11.0 v 12.0 Third Party 335
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Invoicing Management (account_invoicing)
Sales Management (sale_management)
Lines of code 2601
Technical Name bi_customer_overdue_statement
LicenseSee License tab
Websitehttps://www.browseinfo.com
Versions 8.0 9.0 14.0 11.0 13.0 10.0 12.0 16.0 17.0 15.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Invoicing Management (account_invoicing)
Sales Management (sale_management)
Lines of code 2601
Technical Name bi_customer_overdue_statement
LicenseSee License tab
Websitehttps://www.browseinfo.com
Versions 8.0 9.0 14.0 11.0 13.0 10.0 12.0 16.0 17.0 15.0

Customer/Vendor Statements and Overdue Payments Reports with auto send feature Odoo Apps.

Customer/Supplier 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.

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.

Features

Account Statements of customers and suppliers.

Accounting User/Accountant can view and print account statements of customers and suppliers.

Sends statement through email.

Accounting User/Accountant can send Statements of customers and suppliers by email.

Sends overdue payment report to customers.

Accounting User/Accountant can send overdue payment report to customers.

Statement filter by Date

When there are large records on statement modules provide that feature to filter statement by date.Also Allow to Print it.

Partner wise Ledger Report

As this module also provide feature to print Partner Ledger Report for single partner.

Send automatically customer statement.

You can send customer statement and customer overdue statement to your customers on a specific date of month. You can also set customer statement period as monthly or complete statement.

Customer Statement

Customer and Vendor Statement Tab has been added on Customer and Vendor Form by this app. Also you can see total "Overdue Balance" and "Total Overdue Amount" shown under image.

Customer invoices can be seen in list view

Print Customer Statement Report

Accounting User/Accountant can also able print statements of customers and suppliers by "Print Statement Button".

Customer Statement Report can be seen.

Supplier Statement

Accounting User/Accountant can also able print Statements of customers and suppliers by "Print Statement Button".

Supplier Statement Report can be seen

Statement Filter By dates

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.

Customer Statement Report with date filter.

Vendor Statement Report With date filter

Vendor Statement Report can be seen with date filter.

There is a filter to find customer who have the "Total Overdue Amount" more than zero

Print and sending Customer Overdue Statement

Accounting User/Accountant can easily send Overdue Statements of customers and suppliers by email send statement button.

Customer Overdue Statement Report

You can also print statement report from here.

Send Mail Automatically.

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.

Sending Customer Overdue Statement Report

When customer overdue payment has been sent it will be sent using following content on email also its attached overdue payment report with emails

Customer Overdue Statement Report send through email

There is a filter to find customer who have the "Total Overdue Amount" more than zero

You can send Customer Overdue Statement Report to these Customers.

Sending Customer Statement Report

Accounting User/Accountant can easily send statements of customers and suppliers by email "Send Statement" button.

Accounting User/Accountant can easily see statement in send filter statement.

Customer Statement sent via Mail

Filter Customer Statement sent via Mail

Figure shows the menu for invoice outstanding report.

Invoice Outstanding Report Wizard

In this wizard you have to select journal for invoices, select start date and end date for Outstanding Report.You can print XLS report as well as PDF Outstanding report.

Print Excel Report

By click on Print Excel button you can see the wizard from which you can download the excel report.You can download outstanding Invoice report from here.

Excel Outstanding Invoice Report can be seen.

Print PDF Report

By click on Print PDF button you can see PDF Outstanding Invoice Report will be printed.

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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,
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Worse support ever. Avoid this company modules at all cost.
by
David Thiercelin
on 6/19/22, 11:25 AM

Worse support ever. Avoid this company modules at all cost. They know how to counter fake odoo policy and never brings you solution to their buggy apps


Good support
by
Wellington Souza
on 10/3/18, 2:08 AM

They support have helped me to fix a problem in the report as my needs without any extra. Many tanks


Works as described
by
Bo Schmedegaard
on 6/20/18, 5:16 AM

Comprehensive app that works out of the box. Some minor issues were solved quickly. Good support - very satisfied.


by
ASWAQ HURRA
on 1/22/18, 11:59 AM

It's perfect app it help me with my work, thank you. and you have a good support team and they really helpful. I hope to keep working together . Regards & Best wishes


Worse support ever. Avoid this company modules at all cost.
by
David Thiercelin
on 6/14/22, 12:31 PM Confirmed Purchase

Worse support ever. Avoid this company modules at all cost.

They know how to counter fake odoo policy and never brings you solution to their buggy apps

Re: Worse support ever. Avoid this company modules at all cost.
by
BrowseInfo
on 6/15/22, 3:05 AM Author

Hello Sir,

We have never denied to give you support sir.

We checked our app in local and it is working fine.

We require your test database access to check the issue in your server but you are not at all ready to share.

Than how can we help you further?

We can only help you to solve the issue once you provide the required details.

Regards


perfect support
by
Hannes Hörting
on 3/16/18, 2:54 AM

fixed a encoding problem pretty fast ... absolute statisfied !!