Odoo Customer, Supplier/Vendor (Partner) Account Statement (SoA)
by odooflex http://www.odooflex.com$ 10.06
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 733 |
| Technical Name |
of_account_statement |
| License | AGPL-3 |
| Website | http://www.odooflex.com |
| Versions | 15.0 16.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 733 |
| Technical Name |
of_account_statement |
| License | AGPL-3 |
| Website | http://www.odooflex.com |
| Versions | 15.0 16.0 |
Customer , Supplier / Vendor Statement of Account (SoA)
This module allows you to access Customer or Supplier / Vendor Statement of Account (SoA) based on invoices and bills in the system.
User can send Email to Customer and Supplier with attached statement document.
Also, Module will help you to calculate realtime overdue amount and Total amount due based on Invoice or Bill payments.
Features
Detailed Customer Statement for account (Customer SoA)
Detailed Supplier/Vendor Statement for account (Supplier SoA)
No Configuration required and Easy to Monitor Amount Due and Total Overdue Amount based on current date for Customers and Suppliers
Send Statement of Account (SoA) by Email in one Click
Print Customer Statement (PDF Report)
Print Customer Overdue Payment Statement (PDF Report)
Send Customer Statement with attached report and pre defined Email Template
Send Customer Overdue Payment Statement with attached report and pre defined Email Template
Print Supplier Statement (PDF Report)
Send Supplier Statement with attached report and pre defined Email Template
Print Supplier Overdue Statement (PDF Report)
Installation
1. Copy module to addons folder
2. Install the module normally like other modules
1. List of available User Group
User => Can Access Customer and Supplier/Vendor Account Statement (SoA)
2. Customer Statements
Open Customer (Contact) => Customer Statement tab will be available as shown in below screen(SoA)
3. Supplier Statement
Open Supplier/Vendor (Contact) => Supplier Statement tab will be available as shown in below screen(SoA)
4. Send Email to Customer
Send Customer Overdue Payment Statement by Email (with attachment PDF report)
Send Customer Statement by Email (with attachment PDF report)
5. Print Customer Statement (PDF Report)
Print Customer Overdue Payment Statement (PDF Report)
Print Customer Statement (PDF Report)
6. Send Email to Supplier/Vendor
Send Supplier/Vendor Statement by Email (with attachment PDF report)
7. Print Supplier Statement (PDF Report)
Print Supplier Statement (PDF Report)
Print Supplier Overdue Payment Statement (PDF Report)
8. Email Template Configuration
User can Configure Email Template easily from Settings / Email Templates
9. Direct Print Statement
User can print Statement directly from default Print button
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