| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Lines of code | 471 |
| Technical Name |
lnk_customer_account_statement |
| License | OPL-1 |
| Website | https://lnkasia.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Lines of code | 471 |
| Technical Name |
lnk_customer_account_statement |
| License | OPL-1 |
| Website | https://lnkasia.com |
Customer Account Statement
This module helps you create and manage clear customer account statements. It makes it easy to keep track of what customers have bought, how much they owe, and their payment history.
Key Features
- Filter statements by date range to analyze specific periods.
- Download customer statements in PDF for record-keeping or sharing.
- Send customer statements via email with templates.
Why This Module?
Clear and timely customer statements are important to build trust and good communication with your clients. This module creates and sends statements, saving time and reducing mistakes. It helps your sales and accounting teams stay updated and improves customer relations by showing transactions clearly.
Step 1: Open Customer and Access Customer Statement Tab
Go to the Sales menu, click on Customers, open the desired customer, and then navigate to the Customer Statement tab.
Step 2: Filter Invoices by Date
Set the From date and To date in the date filter, then click the Filter Invoice button to view all invoices within the selected date range.
Step 3: Print Statement
Click on Print Statement to generate and print the filtered invoice report as a PDF.
PDF Report
Step 4: Send Statement via Email
Click on Customer Send Mail to email the statement report directly to the customer.
Step 5: Open Vendor and Access Vendor Statement Tab
Go to Invoicing -> Vendors -> Select the specific Vendors -> Click on the Vendor Statement tab to view the statement details.
Step 6: Filter Bills by Date
Set the From date and To date in the date filter, then click the Filter Bills button to view all Bills within the selected date range.
Step 7: Print Statement
Click on Print Statement to generate and print the filtered Bills report as a PDF.
PDF Report
Step 8: Send Statement via Email
Click on Vendor Send Mail to email the statement report directly to the Vendor.
Our Services
Odoo Customization
Odoo Implementation
Odoo Support
Odoo Integration
Odoo Migration
LNKASIA TECHSOL
Email: contactus@lnkasia.com
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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