Customer Statement and Customer Overdue Payments Reports Odoo

by
Odoo

152.94

v 13.0 Third Party 118
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Required Apps Invoicing (account)
Sales (sale_management)
Lines of code 2831
Technical Name bi_customer_overdue_statement
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 8.0 v 9.0 v 12.0 v 10.0 v 11.0
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Required Apps Invoicing (account)
Sales (sale_management)
Lines of code 2831
Technical Name bi_customer_overdue_statement
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 8.0 v 9.0 v 12.0 v 10.0 v 11.0

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

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.

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.

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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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 sales@browseinfo.in or raise a ticket on support.

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Very Useful and Awesome module
by
Ashish
on 2/25/20, 7:17 AM Confirmed Purchase

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
by
Ashish
on 2/25/20, 7:14 AM Confirmed Purchase

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.