Website Customer Statement and Customer Overdue Payments Reports

by
Odoo

128.78

v 14.0 Third Party 1
Live Preview
Required Apps Website (website)
eCommerce (website_sale)
Invoicing (account)
Sales (sale_management)
Included Dependencies
Lines of code 3331
Technical Name bi_website_customer_overdue_statement
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 13.0 v 12.0
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Required Apps Website (website)
eCommerce (website_sale)
Invoicing (account)
Sales (sale_management)
Included Dependencies
Lines of code 3331
Technical Name bi_website_customer_overdue_statement
LicenseSee License tab
Websitehttps://www.browseinfo.in
Also available in version v 13.0 v 12.0

Website Customer Statements and Overdue Payments Reports Odoo Apps.

Portal Customer Statements and Overdue Payments Reports Odoo Apps

Customer/Vendor Statements and Overdue Payments Reports with auto send feature

Website Customer 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. This app also have feature to view statements from the portal view for all portal customers , customers can login to website and check my account page to view their statement and download their statement easily .

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.

English Arabic French Spanish Dutch

Features

Customer/Vendor Statements Report

User can print customer or vendor statement reports easily.

Print Statement Report from Website

User can print customer statements report also from website.

Auto Send Reports

Auto send statement report by mail on configured days of month.

Manually Send Customer Statement and Overdue Report

User can manually sens statement report by email.

Print Customer/Vendor Statement and Filter Statement

User can print customer statement and vendor statement and filter statement report from selected date range from website or backend.

Print Customer Statement and Overdue Statements

User can print customer statement or overdue statement report from website or backend.

Auto Send Monthly Statement to Customers

Monthly customer statement automatically sent to customer.

Auto Send Weekly Statement to Customers

Weekly customer statement automatically sent to customer.

Mass Send Customer Statement and Overdue Payment

User can select multiple customers and can send customer statement and overdue payment by mail at once.

Opt Statement Option

Opt Statement option is there if user do not send auto statement by mail.

Print Customer Statement from Website

Print Customer Statement from Website

User can see "Print Customer Statement" button under My Account menu, and print report from website.

Customer Statement Report

User can see printed customer statement report.

Print Monthly Statement

User can see "Print Monthly Statement" button under My Account menu on website, and print report from website.

Monthly Statement Report

User can see printed monthly statement report.

Print Overdue Statement

User can see "Print Overdue Statement" button under My Account menu on website, and print report from website.

Overdue Statement Report

User can see printed overdue statement report.

Print Customer Filter Statement from Website

User can see "Print Customer Filter Statement" button under My Account menu on website, and print report from website.

Customer Filter Statement Report

User can see printed customer filter statement report.

Print Customer Statement from Backend

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.

Customer Statements Filter By Date

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.

User can see printed customer statement report with date filter between selected dates.

Supplier Statement

Accounting User/Accountant can also able print Statements of customers and suppliers by clicking "Print Vendor Statement" button.

User can see printed supplier statement report.

Vendor Statements Filter By Date

User can see printed supplier statement report with date filter between selected dates..

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.

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 customer "Print" menu.

Customer Monthly Statement Report

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

User can also see printed and attached customer monthly statement report.

Customer Weekly Statement

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

User can also see printed and attached customer weekly statement report.

Customer Overdue Statement

User can print customer overdue statement report by clicking "Customer Overdue Statement" menu as shown bellow.

User can also see printed and attached customer overdue statement report.

Overdue Customer Filter

There is a "Overdue Customers" filter to find customer who have the total overdue amount more than zero.

Customer Custom Statements Menu

User can send customer custom statements manually by email to multiple customer at once by clicking "Customer Custom Statements" menu under "Action" menu.

User can select duration to send customer custom statement report

Customer Custom Statements Wizard

User can also select "Custom Date Range" option and select dates and send send mass statements to multiple customer in single click.

Sent Customer Custom Statement Email with Attachment

Sent Mail with Attached Statement Report

Customer Custom Statement Report

Send Overdue Payment Menu

User can select multiple customers and can send mass overdue payment report to all selected customers at once.

Opt Statement Option (Stop Auto Statement and Overdue Payment)

If user enable 'Opt Statement' checkbox for particular customer that time customer statements and overdue report won't send automatically to the customer.

Also when automatic statements and overdue statements don't have balance then statement won't send.

On send overdue payment wizard user have to click "SEND OVERDUE PAYMENT" button to send mail.

Sent Overdue Statement Email to Customers

User can see email has been sent with attachment to the customers.

Invoice Outstanding Report

User can also generate invoice outstanding report from "Invoicing > Customers > Outstanding" menu.

On wizard user have to select journal for invoices, select start date and end date for outstanding report, User can generate XLS and PDF report for outstanding.

Invoice Outstanding XLS Report

Invoice Outstanding PDF Report

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