Customer Statement and Customer Overdue Payments Reports Odoo
by BrowseInfo https://www.browseinfo.com$ 71.78
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 3274 |
| Technical Name |
bi_customer_overdue_statement |
| License | See License tab |
| Website | https://www.browseinfo.com |
| Versions | 8.0 12.0 10.0 11.0 13.0 14.0 9.0 17.0 16.0 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 Portal Features of Customer Statement and Overdue Payment Reports Odoo Apps,please check below module link
Website Customer Statement and Overdue Payment Reports.
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
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.
Auto Send Customer Statement and Overdue Report
User can use Opt Statement checkbox for automatic send customer statement and overdue report to the customers. This automatic statements and overdue report only send to those customer who has balance amount greater then zero.
Manually Send Customer Statement and Overdue Report
User can use customer custom statement wizard for manually send customer statment and overdue report with selection of duration.
Auto Send Monthly Statement to Customers
You can send monthly statement automatically to all customers who has statement value greater then 0.00.
Auto Send Weekly Statement to Customers
You can send weekly statement automatically to all customers who has statement value greater then 0.00.
Select 'Opt Statement' Checkbox for Particular Customer
You can opt out customer for automatic statement sent using opt-statement field on customer.
Mass Send Customer Statement with Custom Date Range
you can select multiple customer and send mass statements to customers in single click with custom date range option.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.
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.
Supplier Statement
Accounting User/Accountant can also able print Statements of customers and suppliers by "Print Statement Button".
User can see printed supplier statement report.
Vendor Statement Report With date filter
Vendor Statement Report can be seen with date filter.
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 here.
Weekly Statement Report
User can also print statement report from here.
User can also print statement report from here.
Monthly Statement Report
User can also print statement report from here.
User can also print statement report from here.
Customer Overdue Statement
User can also print statement report from here.
User can also print statement report from here.
Overdue Customer Filter
There is a filter to find customer who have the "Total Overdue Amount" more than zero.
Send Overdue Payment Report
There is a filter to find customer who have the "Total Overdue Amount" more than zero.
Opt out Statement option to stop automatic statement and overdue payment send
When you select 'Opt Statement' checkbox for particular customer that time customer statements and overdue report won't send automatically to the customer.
When automatic statements and overdue statements don't have balance then statement won't send.
Email Sent to the Customers
You can see email has been sent with attachment to the customers.
Customer Custom Statements Menu
You can send customer statements manually to the customers with using customer custom statements menu.
Customer Custom Statements Wizard
Customers get notification while send customer statement manually with selection of duration.
Customer Custom Statements Wizard
You can select multiple customer and send mass statements to customers in single click with custom date range option
Send Cutomer Statement Email with Attachment
Sent Mail with Attached Statement Report
Customer Statement Report
Invoice Outstanding Report
Figure shows the menu for invoice outstanding report.
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.
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 penalizedvery good module
Very good module and fast support.
There was a small deficiency, which was fixed instantly.
Re: very good module
Hello Sir,
We are very glad to have this wonderful feedback from you sir.
Do let us know if you need any further assistance.
Regards
Still There is a bug not fixed.
Still There is a bug not fixed. even a new version has been released. (The bug with overdue statement report). it gives no data.
Re: Still There is a bug not fixed.
Hello Sir,
Please contact us at ticket@browseinfo.in with the error you are facing.
Our team will help you to resolve it asap.
Regards
clarification required
If I buy this module, is there a need to buy the followup module as well
https://apps.odoo.com/apps/modules/13.0/customer_account_payment_followup/
Re: clarification required
Hello Sir,
bi_customer_overdue_statement and customer_account_payment_followup are 2 independent module, you can use each one separately.
But if you feel both together satisfying your requirement and want to use both, then we need to make them compatible additionally.
Regards
Re: Need your help Odoo support.
Dear Developer,
All the issues are clear. and we mentioned this many times in the support timeline.
You need just to read our comments on the support page. if you need we can send it again but we don't know why after communicating with your team by Hangout to describe the issues, We need again to summarize it again. By the way, Let us know if you need it again.
Need your help Odoo support.
Dear Odoo,
We clarify some bugs and sent them to the Developer by support page. He didn't respond until finish the 60 days. please we need your help to refund or fixing the bugs.
Thanks.
Re: Need your help Odoo support.
Hello Sir,
Our support team is trying to reach you on hangout sir.
Please give response to communicate further.
Thanks and Regards
This App has a lot of bugs. don't recommend this developer or its Apps.
Schedule metting
We can have a schedule metting on Hangout so we can explain to you the bug. We suggest tomorrow on Friday at 13:00 pm Saudi Arabia time.
Re: Schedule metting
Hello Sir,
We can schedule it today at 2 PM Saudi Arabia time.
Please let us know if this time suits you too.
Thanks and Regards
Re: Schedule metting
Hello Sir,
We can schedule it today at 2 PM Saudi Arabia time.
Please let us know if this time suits you too.
Thanks and Regards
We can have a schedule metting on Hangout so we can explain to you the bug. We suggest tomorrow on Friday at 13:00 pm Saudi Arabia time.
App is good. but there are some rules doesn't work correctly. Such as Auto sending Weekly & Monthly reports. and other bugs.
The app is good. but there are some rules that don't work correctly. Such as Auto sending Weekly & Monthly overdue payment reports to customers. These automatically sending reports don't match other reports templates.
In addition, The automatically sending reports doesn't support right to left language for this kind of report. but support other reports.
Another problem with this App. When pressing on the button (print overdue payment) report. you will get nothing data. even there is invoice didn't pay.
Re: App is good. but there are some rules doesn't work correctly. Such as Auto sending Weekly & Monthly reports. and other bugs.
Hello Sir,
All features are working of our module.
If you want we can schedule a demo with our team, they will explain you how to use our module in detail.
Thanks and Regards
Very Useful and Awesome module
This module is very easy to use and configure. It helps us send mail alerts to our customers for the pending payments and release the payments on time.
Very Useful and awesome module
This module is very useful and easy to use and configure. It can be used to send email alerts as well to the customers having pending payments.