Customer / Supplier statement & customer overdue payment reports

by
Odoo 7

38.12

v 8.0 v 9.0 v 10.0 v 11.0 v 12.0 Third Party 71
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory Management (stock)
Purchase Management (purchase)
Sales Management (sale_management)
Discuss (mail)
Invoicing Management (account_invoicing)
Lines of code 2722
Technical Name gt_customer_account_statement
LicenseSee License tab
Websitehttps://www.globalteckz.com
Versions 8.0 16.0 10.0 15.0 11.0 12.0 13.0 14.0 17.0 9.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Inventory Management (stock)
Purchase Management (purchase)
Sales Management (sale_management)
Discuss (mail)
Invoicing Management (account_invoicing)
Lines of code 2722
Technical Name gt_customer_account_statement
LicenseSee License tab
Websitehttps://www.globalteckz.com
Versions 8.0 16.0 10.0 15.0 11.0 12.0 13.0 14.0 17.0 9.0

Customer/ Supplier and customer overdue payments reports and sending emails

This module will help you to track customer / supplier payments and also customer overdue payments with reports and also you can even email the customer from same screen.

This module will provide with below features

  • Get Customer statement
  • Get Supplier statement
  • Get customer overdue payments
  • Generate reports for customer
  • Generate reports for Supplier
  • Generate Overdue payments for customer
  • Email statement to customer with attachment
  • Email statement to supplier with attachment
  • Email overdue customer statement with attachment

Here you can configure if you want to see only customer statement so based on that tab will be visible for reports and email

Here it will show customer tab in that you can download/print report/statement and email with attachment to your customers which is highlighted in screenshot.

Here it will show the customer overdue payments which can help you to to download/print report/statement you can email to your customers the overdue statement

Here you can see the report of customer statement

Here you can see the report of customer overdue statement

Here you can filter by date for particular period with days length and print and email the statement based on the days

Here you can configure if you want to see supplier statement so based on that tab will be visible for reports and email

Here it will show supplier tab in that you can download/print report/statement and email with attachment to your supplier which is highlighted in screenshot.

Here it will show the supploer overdue payments which can help you to to download/print report/statement you can email to your supplier the overdue statement

Here you can see the report of supplier statement

Here you can see the report of supplier overdue statement

This screeshot will help you send the statement, overdue to customers / suppliers with attachment

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About Globalteckz :

Globalteckz is an official Odoo partner completed more than 50+ Odoo projects across the globe. Quality is key of our coding and we follow strict rules on Odoo Standard coding ensuring every module is bug free. At GlobalTeckz we specialize in providing ERP implementation using the best of industry methodology that ensures successful ERP implementation. Be it manufacturing trading or eCommerce industry our resource thrive to make every project success for our clients.
If you feel that this module (Odoo Magento Connector) can be helpful for your business feel free to email us on sales@globalteckz.com or raise a ticket on support

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completed updated module
by
Globalteckz
on 1/29/19, 5:16 AM Author

We have updated complete module with few more features


bad the module not working and give error
by
Mina Osssama Helmy
on 4/29/18, 9:35 AM Confirmed Purchase

bad the module not working and give error Traceback (most recent call last): File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\http.py", line 641, in _handle_exception File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\http.py", line 683, in dispatch File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\http.py", line 333, in _call_function File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\service\model.py", line 101, in wrapper File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\http.py", line 326, in checked_call File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\http.py", line 941, in __call__ File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\http.py", line 506, in response_wrap File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\addons\web\controllers\main.py", line 894, in call_button File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\addons\web\controllers\main.py", line 882, in _call_kw File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\api.py", line 689, in call_kw File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\api.py", line 680, in call_kw_multi File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\addons\base\module\module.py", line 411, in button_immediate_install File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\addons\base\module\module.py", line 485, in _button_immediate_function File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\modules\registry.py", line 83, in new File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\modules\loading.py", line 339, in load_modules File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\modules\loading.py", line 237, in load_marked_modules File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\modules\loading.py", line 156, in load_module_graph File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\modules\loading.py", line 95, in _load_data File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\tools\convert.py", line 845, in convert_file File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\tools\convert.py", line 915, in convert_xml_import File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\tools\convert.py", line 796, in parse File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\tools\convert.py", line 799, in parse File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\tools\convert.py", line 707, in _tag_record File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\addons\base\ir\ir_model.py", line 1229, in _update File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\addons\web_studio\models\studio_mixin.py", line 18, in create File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\addons\base\ir\ir_ui_view.py", line 362, in create File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\models.py", line 3847, in create File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\fields.py", line 1045, in determine_inverse File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\addons\base\ir\ir_ui_view.py", line 220, in _inverse_arch File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\addons\web_studio\models\studio_mixin.py", line 27, in write File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\addons\base\ir\ir_ui_view.py", line 380, in write File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\models.py", line 3560, in write File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\models.py", line 3724, in _write File "C:\Program Files (x86)\Odoo 10.0e\server\odoo\models.py", line 1081, in _validate_fields ParseError: "Error while validating constraint Model not found: account.statement.report Error context: View `Customer Account Statement` [view_id: 1406, xml_id: n/a, model: account.statement.report, parent_id: n/a] None" while parsing file:///c:/program files (x86)/odoo 10.0e/server/odoo/addons/gt_customer_account_statement/wizard/account_statements.xml:5, near Customer Account Statement account.statement.report