Customer Monthly Smart Statement Auto Send in Odoo

by
Odoo

14.63

v 15.0 Third Party 5
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Required Apps Invoicing (account)
Sales (sale_management)
Lines of code 473
Technical Name bi_auto_monthly_customer_smart_statement
LicenseOPL-1
Websitehttps://www.browseinfo.in
Also available in version v 11.0 v 13.0 v 12.0 v 14.0
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Required Apps Invoicing (account)
Sales (sale_management)
Lines of code 473
Technical Name bi_auto_monthly_customer_smart_statement
LicenseOPL-1
Websitehttps://www.browseinfo.in
Also available in version v 11.0 v 13.0 v 12.0 v 14.0

Auto Send Monthly Customer Smart Statement Odoo App

Customer Monthly Smart Statement Auto Send Feature Odoo Apps

Automatic Monthly Smart Statement Send to Customers Odoo Apps

Auto Send Customer Monthly Smart Statements odoo app helps users to automatically send a customer's monthly statement on a selected day of month. Using this app your Customer will get automatic email for monthly statements as a PDF report attached on email. You will find a smart statement pdf report in this app so your customer will receive proper formatted smart monthly statements every month without any manual action.

Features

Monthly Customer Statement.

User can configure and auto send monthly customer statement.

Send Customer Statement with Report.

Statement report attached with auto customer statement email.

Auto Customer Statement Configuration

Under Invoicing > Configuration >Settings menu user have to enable "Send Customer Statement" and also enter "Statement Date".

Cron Feature

User can see cron to auto send customer monthly statement mail.

Auto Sent Customer Statement E-Mail

User can see customer monthly statement auto generated email on configured number of day.

User can also see attached customer monthly statement report.

Customer Monthly Statement Report

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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.

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by
katrina@manta5.com
on 5/26/22, 11:00 PM

 Hi,

We sell in multiple currencies.  Does this show in the customers sales currency values or the head office/our dollar values?

Also is there a possibility to show every deposit transaction on a customers invoice (eg our customers pay in a few large instalments).

Re:
by
BrowseInfo
on 5/27/22, 1:04 AM Author

Hello Sir,

As per the app flow sir, It is showing the amount in the company currency not customer currency sir.

And it will sumup all the payment transaction which was done by the client and sumup which are not yet paid by the client.

There will be not separate line for the each transaction line.

Regards