Customer Statement and Customer Overdue Payments Reports Odoo
by BrowseInfo https://www.browseinfo.com$ 71.38
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Invoicing (account) • Website (website) |
| Lines of code | 5032 |
| Technical Name |
bi_customer_overdue_statement |
| License | See License tab |
| Website | https://www.browseinfo.com |
| Versions | 8.0 9.0 10.0 11.0 12.0 13.0 14.0 16.0 15.0 17.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Invoicing (account) • Website (website) |
| Lines of code | 5032 |
| Technical Name |
bi_customer_overdue_statement |
| License | See License tab |
| Website | https://www.browseinfo.com |
| Versions | 8.0 9.0 10.0 11.0 12.0 13.0 14.0 16.0 15.0 17.0 |
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. You can give the portal access to the specific customer/supplier to see the statement in portal.
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 and suppliers.
Accounting User/Accountant can send overdue payment report to customers and suppliers.
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 and supplier statement.
You can send customer/supplier statement and customer/supplier overdue statement to your customers/suppliers on a specific date of month. You can also set customer/supplier statement period as monthly or complete statement.
Auto Send Customer/Supplier Statement and Overdue Report
User can use Opt Statement checkbox for automatic send customer/supplier statement and overdue report to the customers/suppliers. This automatic statements and overdue report only send to those customer/supplier who has balance amount greater then zero.
Manually Send Customer/Supplier Statement and Overdue Report
User can use customer/supplier custom statement wizard for manually send customer/supplier statement and overdue report with selection of duration.
Auto Send Monthly Statement to Customers/Suppliers
You can send monthly statement automatically to all customers/suppliers who has statement value greater then 0.00.
Auto Send Weekly Statement to Customers/Suppliers
You can send weekly statement automatically to all customers/suppliers 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.
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.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.
Send Due and OverDue Statement Separately Configuration
Goto Invoicing -> Configuration -> Settings in that user have options to display overdue statements 'Due Only','OverDue Only', and 'Both' statement.
Print Customer Due Payments
User can print customer due payments report by clicking "PRINT 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.
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
User can find "Vendor Statement" tabs on vendor form view, User also can print vendor statements by clicking "PRINT VENDOR STATEMENT" button.
User can see printed vendor statement report.
Send Vendor Statement
User can send vendor statement report by mail by clicking "SEND VENDOR STATEMENT" button.
User can see sent mail with attached vendor statement report.
Print Vendor Due Payments
User can print vendor due payments report by clicking "PRINT DUE PAYMENTS" button.
Vendor Due Payments Report
User can see printed vendor due payments report.
Send Vendor Due Payments Report
User can send vendor due payments report by mail by clicking "SEND DUE PAYMENT" button.
User can see sent mail with attached vendor due payments report.
Print Vendor Overdue Payments
User can print vendor overdue payments report by clicking "PRINT OVERDUE PAYMENTS" button.
Vendor Overdue Payments Report
User can see printed vendor overdue payments report.
Send Vendor Overdue Payments Report
User can send vendor overdue payments report by mail by clicking "SEND OVERDUE PAYMENT" button.
User can see sent mail with attached vendor overdue payments report.
Vendor Statement Report With date filter
Vendor Statement Report can be seen with date filter.
Auto Send Customer 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.
Auto Send Supplier Statement Mail
When you tick "Send Supplier Statement" in invoice setting you can set date for when supplier statement will be send to all supplier 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 supplier statement till date. When you tick "Send Overdue Supplier Statement" in invoice setting you can set date for when supplier overdue statement will be send to all supplier.
Auto statement and overdue statement send statement and overdue statement to all supplier automatically to those supplier 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 suppliers. You can tick "Opt Statement" check box on suppliers and those supplier 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.
Supplier Overdue Statement
User can also print statement report from here.
User can also print statement report from here.
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.
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 Customer 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 penalizedPerfect app & team support
I like this app generates a customer statement and specific interval and we have requested minor changes Browseinfo Team did that without any extra cost. Overall good experience with Browseinfo.
Re: Perfect app & team support
Hello sir
Thank you for your kind feedback , Browseinfo Odoo app really appreciate your time and efforts for feedbacks , please let us know in future you if you need any assistance
Regards
Module parfaitement fonctionnel, un petit bug décelé et le lendemain la mise à jour corrective était réalisée... bravo !
Module parfaitement fonctionnel, un petit bug décelé et le lendemain la mise à jour corrective était réalisée ... bravo!
Re: Module parfaitement fonctionnel, un petit bug décelé et le lendemain la mise à jour corrective était réalisée... bravo !
Thank you for your review sir !! It keep motivates us to deliver good work !!
The company details and the customer info did not show full on pdf report of customer statement
Hi there,
Please check this screen shot "https://ibb.co/f8FTqmT". Here in the Header of the pdf report of customer statement, the company details and the customer info did not show full and at the top the company name come twice.
Re: The company details and the customer info did not show full on pdf report of customer statement
Hello Sir,
Please raise a ticket at ticket@browseinfo.in sir with the app purchase details.
Our team will check and guide you further.
Regards
Statement for all the customers on a single statement
Is there any way to get the statement for all the customers on a single report? Now with your module, we can get all the transactions for a single customer at a time. It is not all the transaction of a customer. I am asking, is it possible for all transactions for all the customers in a single statement.
Re: Statement for all the customers on a single statement
Hello Sir,
If you have already purchased the app, please raise a ticket at ticket@browseinfo.in sir.
Our team will check and guide you further.
Regards
Monthly and weekly customer statement
Hi there,
How monthly and weekly customer statement works?
1. We see that in monthly statement there are showing statement for all the month not only any specific months.
2. In the monthly statement sometimes invoice is showing unpaid although it is paid already. This is show paid on Normal customer statement.
3. Is there any way to get statement for all the customer on a single report?
Re: Monthly and weekly customer statement
Hello Sir,
How monthly and weekly customer statement works?
1. We see that in monthly statement there are showing statement for all the month not only any specific months.
--> Sir It will show the monthly statement based on the date you have mentioned in the configuration
https://www.awesomescreenshot.com/image/40252574?key=c4cb68ca070b9a8e48a1c3c3f5e4478d
2. In the monthly statement sometimes invoice is showing unpaid although it is paid already. This is show paid on Normal customer statement.
--> Sir it is showing unpaid because the customer has paid in the next month so when you print again the report for the next month it will show the paid
3. Is there any way to get statement for all the customer on a single report?
--> Sir in our app there is report "Customer statement" which will show all the transaction of the statement.
Regards
Add the reference (contract number) of filtration purchases and sales;
Add details to statement,
Add the reference (contract number) of filtration purchases and sales;
Add to export XLSX
It's more convenient.
Re: Add the reference (contract number) of filtration purchases and sales;
Hello Sir,
It is a customization sir.
If you want this you can contact us at sales@browseinfo.in
Regards
they do not provide service , no support