Customer Statement and Customer Overdue Payments Reports Odoo

by
Odoo 9

71.38

v 14.0 Third Party 362
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Odoo Apps Dependencies Contacts (contacts)
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Invoicing (account)
Website (website)
Lines of code 5032
Technical Name bi_customer_overdue_statement
LicenseSee License tab
Websitehttps://www.browseinfo.com
Versions 8.0 9.0 10.0 11.0 12.0 13.0 14.0 16.0 15.0 17.0
You bought this module and need support? Click here!
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
LicenseSee License tab
Websitehttps://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.

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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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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.

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  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
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Perfect app & team support
by
ravipandya903@gmail.com
on 5/21/21, 12:36 PM

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
by
BrowseInfo
on 5/23/21, 6:16 AM Author

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 !
by
TOURS DENTAIRE
on 4/20/21, 1:35 PM

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 !
by
BrowseInfo
on 4/21/21, 1:47 AM Author

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
by
Md Ariful Islam
on 7/31/23, 8:08 AM Confirmed Purchase

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
by
BrowseInfo
on 7/31/23, 8:39 AM Author

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
by
Md Ariful Islam
on 5/30/23, 6:48 PM Confirmed Purchase

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
by
BrowseInfo
on 5/31/23, 3:19 AM Author

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
by
Md Ariful Islam
on 5/28/23, 6:05 AM Confirmed Purchase

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
by
BrowseInfo
on 5/29/23, 2:17 AM Author

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;
by
gavinguo
on 12/9/21, 8:45 AM
  • 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;
by
BrowseInfo
on 12/10/21, 6:23 AM Author

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
by
adelmasih@gmail.com
on 1/22/21, 7:43 AM