Customer/supplier statement of account reports in Odoo

by
Odoo

44.53

v 14.0 Third Party 270
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Invoicing (account)
Sales (sale_management)
Website (website)
Lines of code 3108
Technical Name account_statement
LicenseSee License tab
Websitehttps://www.browseinfo.com
Versions 8.0 9.0 12.0 13.0 14.0 15.0 16.0 17.0 10.0 11.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Invoicing (account)
Sales (sale_management)
Website (website)
Lines of code 3108
Technical Name account_statement
LicenseSee License tab
Websitehttps://www.browseinfo.com
Versions 8.0 9.0 12.0 13.0 14.0 15.0 16.0 17.0 10.0 11.0

Customer/Vendor statements of account reports Odoo Apps.

Customer/Supplier financial accounting Statement Odoo apps offers you to view customers or suppliers statements reports with overdue invoices details and helps you to send statements of account reports by email to your customers/suppliers 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 invoice and overdue statement reports of customer 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. You can give the portal access to the specific customer/supplier to see the statement in portal.

looking for customer account payment followup Odoo App, please check below module link
Customer Account Payment followup Odoo Apps.

Looking for customer statements and Overdue payment reports Odoo Apps,please check below module link
Customer statements and Overdue payment reports 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.

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Features

Customer/Supplier Statements.

View/Print/Send by email Customer and Supplier statements with all transaction.

Customer Overdue/Due Payments Details Report

User can able to generate Customer Overdue/Due Payment report easily for overdue/due invoices and send it by email.

Partner wise Ledger Report

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

Customer/Supplier Statement send by Email.

You can send overdue statement by email to customer/supplier.

Auto Send Monthly Statement to Customers/Suppliers

Monthly customer/supplier statement automatically sent to customer/supplier on configured date.

Auto Send Weekly Statement to Customers/Suppliers

Weekly customer/supplier statement automatically sent to customer/supplier on configured day of week.

Auto Send All Statement to Customers/Suppliers

All statements of customers/suppliers will sent to him on selected date.

Opt Statement Option

Opt Statement option is available if user do not wants to send auto statement by mail..

Account Statement in Portal Configuration

User have access to enable/disable 'Customer/Supplier Statement Portal' option.

Customer/Supplier Statement in the Portal

User can show and download/print customer/supplier statement from the portal.

Display Customer Due/Overdue Statement

Goto Invoicing -> Configuration -> Settings in that user have options to display customer 'Only Due','Only Overdue', and 'Both' statement.

Customer Statement

User can find "Customer Statement" and "Supplier Statement" tabs on customer/supplier form view, User also can see "Total Overdue Amount" and "Balance Due".

Print Customer Statement

User can print customer statement report by clicking "PRINT CUSTOMER STATEMENT" button.

Customer Statement Report

User can see printed customer statement report.

Send Customer Statement Report

User can send customer statement report by mail by clicking "SEND STATEMENT" button.

User can see sent mail with attached customer statement report.

Print Customer Overdue Payments

User can print customer overdue payments report by clicking "PRINT CUSTOMER OVERDUE PAYMENTS" button.

Customer Overdue Payments Report

User can see printed customer overdue payments report.

Send Customer Overdue Payments Report

User can send customer overdue payments report by mail by clicking "SEND OVERDUE PAYMENT" button.

User can see sent mail with attached customer overdue payments report.

Print Customer Due Payments

User can print customer due payments report by clicking "PRINT CUSTOMER DUE PAYMENTS" button.

Customer Due Payments Report

User can see printed customer due payments report.

Send Customer Due Payments Report

User can send customer due payments report by mail by clicking "SEND DUE PAYMENT" button.

User can see sent mail with attached customer due payments report.

Opt Statement Option

User can enable "Opt Statement" option on customers and suppliers and these customer/supplier won't receive auto weekly, monthly and all statements report by email.

Auto Send Weekly Customer Statement

Under Invoicing > Configurations > Settings menu user have to enable "Send Customer Statement" and select "Period" as "Weekly" and select "Weekly Send Day".

User can see auto send email on selected day of week.

Auto Send Monthly Customer Statement

Under Invoicing > Configurations > Settings menu user have to enable "Send Customer Statement" and select "Period" as "Monthly" and enter "Statement Date".

User can see auto send email on selected date of month.

Auto Send All Customer Statement

Under Invoicing > Configurations > Settings menu user have to enable "Send Customer Statement" and select "Period" as "All" and enter "Statement Date".

User can see auto send all email on selected date of month.

Display Supplier Due/Overdue Statement

Goto Invoicing -> Configuration -> Settings in that user have options to display supplier 'Only Due','Only Overdue', and 'Both' statement.

Supplier Statement

User can find "Supplier Statement" tabs on vendor form view, User also can print supplier statements by clicking "PRINT SUPPLIER STATEMENT" button.

User can see printed supplier statement report.

Send Supplier Statement

User can send supplier statement report by mail by clicking "SEND STATEMENT" button.

User can see sent mail with attached supplier statement report.

Print Supplier Overdue Payments

User can print supplier overdue payments report by clicking "PRINT SUPPLIER OVERDUE PAYMENTS" button.

Supplier Overdue Payments Report

User can see printed supplier overdue payments report.

Send Supplier Overdue Payments Report

User can send supplier overdue payments report by mail by clicking "SEND OVERDUE PAYMENT" button.

User can see sent mail with attached supplier overdue payments report.

Print Supplier Due Payments

User can print supplier due payments report by clicking "PRINT SUPPLIER DUE PAYMENTS" button.

Supplier Due Payments Report

User can see printed supplier due payments report.

Send Supplier Due Payments Report

User can send supplier due payments report by mail by clicking "SEND DUE PAYMENT" button.

User can see sent mail with attached supplier due payments report.

Auto Send Weekly Supplier Statement

Under Invoicing > Configurations > Settings menu user have to enable "Send Supplier Statement" and select "Period" as "Weekly" and select "Weekly Send Day".

User can see auto send email on selected day of week.

Auto Send Monthly Supplier Statement

Under Invoicing > Configurations > Settings menu user have to enable "Send Supplier Statement" and select "Period" as "Monthly" and enter "Statement Date".

User can see auto send email on selected date of month.

Auto Send All Supplier Statement

Under Invoicing > Configurations > Settings menu user have to enable "Send Supplier Statement" and select "Period" as "All" and enter "Statement Date".

User can see auto send all email on selected date of month.

Auto Statement in Portal Configuration

Under Invoicing > Configurations > Settings menu user have to enable "Customer Statement Portal" and "Supplier Statement Portal" option to show customer and supplier statements in portal.

Grant Portal Access to Customer/Supplier

Customer/Supplier Statements in the Portal

Customer Statement in the Portal

User can view customer statements in the portal and also download and print customer statement directly through the portal.

Supplier Statement in the Portal

User can view supplier statements in the portal and also download and print supplier statement directly through the portal.

Print Statement Reports

User can also print different statement report from customer/supplier "Print" menu.

Customer Monthly Statement Report

User can print customer monthly statement report by clicking "Customer Monthly Statement" menu.

Supplier Monthly Statement Report

User can print supplier monthly statement report by clicking "Supplier Monthly Statement" menu.

Customer Weekly Statement Report

User can print customer weekly statement report by clicking "Customer Weekly Statement" menu.

Supplier Weekly Statement Report

User can print supplier weekly statement report by clicking "Supplier Weekly Statement" menu.

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additional details
by
Felix Asenji
on 3/7/22, 2:28 PM

Is it possible for the statement to also display the type of product/service as well as the quantity (no of pcs bought by the customer or pcs supplied by vendor) as part of the statement report? 

Re: additional details
by
BrowseInfo
on 3/8/22, 5:23 AM Author

Hello Sir,

Currently it is not available and as per default flow of our app if we add all the order line then the computation time will increase so it is technically not possible.

Regards