Website Customer Statement Report in Odoo

by
Odoo

104.39

v 14.0 Third Party 5
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Required Apps Website (website)
Invoicing (account)
Sales (sale_management)
Included Dependencies
Lines of code 1084
Technical Name bi_website_account_statement
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 10.0 v 9.0 v 11.0 v 12.0 v 13.0
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Required Apps Website (website)
Invoicing (account)
Sales (sale_management)
Included Dependencies
Lines of code 1084
Technical Name bi_website_account_statement
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 10.0 v 9.0 v 11.0 v 12.0 v 13.0

Website Customer Account Statement Odoo Apps

This Odoo apps enables Users to get their account statements right/trasaction details/payment details reports from the website. This module is useful when user wants to see how much and where it has spent money. Just go to My Account and there will be an option to get account statement.
Website Customer/Supplier financial accounting Statement Odoo apps offers you to view customers statements reports with overdue invoices details from the website portal and helps you to send statements of account reports by email to your customers/suppliers from the backend.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.

Features

User Configuration

User can Configure Customer statements.

Print Report of Customer Statement in PDF Format

Print customer statements in pdf format from website and backend.

Print Statement

Print customer statements from website.

Print Smart Button

Easy to print statements using smart button from website.

See Total Overdue Amount and Balance Due

User can see total overdue amount and balance due.

Attached Customer Statements

User can easy to attach customer statements.

Send Customer Statement Automatically

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.

Customer Invoices

All Created Customer invoices.

Customer Account Statements

As shown in picture, statements that are in sales will be delivered as Account statements in website. Alos user can print customer statements in backend. see details of Total overdue amount and Balance due.

All Customer Attachments

All attached statements will be display on website.

User Check Account Statement

User can check its account statement from My Account link provided as shown in below picture.

All Details of My Account

On clicking My Account, User will be redirect to page that will display all the details of user's Purchases, Added to Card orders.
An option is provided to that will help user to get printable account statements.

Download Attached Customer Statements

Customer can download the attached Customer Statements in PDF format.

Report Statement will Contain Confirmed Orders

When Account Statement in generated from Website, it will look like shown in below image. Statement will contain confirmed orders made by User.

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

Website Support Request Services
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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