$ 77.10
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 4620 |
| Technical Name |
zillotech_buyer_statements |
| License | LGPL-3 |
| Website | https://www.nckwebtech.com/ |
| Versions | 15.0 16.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 4620 |
| Technical Name |
zillotech_buyer_statements |
| License | LGPL-3 |
| Website | https://www.nckwebtech.com/ |
| Versions | 15.0 16.0 |
Customer/Supplier Statements and Overdue Payments
Accounting records for customers and suppliers as well as past-due payments from customer's With the aid of Odoo Apps, you may examine customer or vendor statements reports that include facts about past-due invoices and payments and assist you in sending emails to customers and suppliers with statements of account reports.
Explore this module
Overview
The module enables you to view statements of account for customers or suppliers, including information on past-due invoices and payments, and makes it simple for you to email these reports to your customer's and suppliers. Account Statement reports include due range tables with a variety of ranges, including 0-30 days, 30-60 days, 60-90 days, and 90+ days. Additionally, this Odoo app aids in printing customer overdue statement reports. The option to filter customer and supplier statements will be available to accountants. These statements can be filtered by start date, end date and accounting statement type. Additionally, you can print and email these filter declarations.Both the total due amount and the total overdue amount balance are displayed on the Statements tab for both the customer and the supplier. Total due represents the total amount still owed by the customer or supplier, while total overdue represents the total that has become past due as a result of the payment term chosen on the invoices. Following the installation of this Odoo module/app, you can print and email customer/supplier statements as well as overdue payment reports. Using the automatic send email tool, you can also automatically send your customers and vendors this past-due payment and statement each month.
Features
Accountant/Accounting User can examine and print customer and supplier account statements.
Customers may receive overdue payment reports from accounting users or accountants.
Modules offer the option to filter the statement by date when there are several records on it. Allow printing as well.
To manually deliver customer statements and overdue reports with a selection of duration, the user can use the customer custom statement wizard.
All customers with statement values larger than zero can receive weekly statements automatically.
User can exclude customer for automatic statement sent using exclude-statement field on customer.
With the option of a specific date range, you may choose many customer's and send mass statements to them with just one click.
Screenshots
On the customer/Supplier form view, the user may locate the "Customer Statement" and "Supplier Statement" tabs.
The "Print Statement Button" allows the Accounting User/Accountant to print customer and supplier statements..
A printed client statement report is available to the user..
Customer statement reports can be mailed by the user.
User can print customer overdue payment report.
Customer can easily scan qr code from report and get the overdue invoice list from website. Customer can pay the invoice directly from there.
User can print customer overdue payment report.
When there are several lines on statements, we offer an additional ability to filter statements by date so that you can simply see and print the statements for the given date range. This tool also prints the balance that is past due and the total amount that is past due.
When you click on "Get Filtered Customer Statements" after applied the filter it will provide statement details for selected date range as shown in image.
By using the "Produce Statement Button," Accounting User/Accountant may also print statements for customers and suppliers.
Option to filter supplier statements.
When you check the box next to "Send Customer Statement" in the invoice settings, you can specify the day on which all customers will receive their statements from you. You can also specify a time frame, such as monthly or all, in which case the system will send statements going back to the beginning of time. The "Send Overdue Customer Statement" checkbox in the invoice settings allows you to specify the date on which all customers will receive customer overdue statements.
User can take monthly and weekly reports.
A filter may be used to locate customers whose "Total Overdue Amount" is more than zero.
Invoice Outstanding Report.
Invoice Outstanding Report View.
Invoice Outstanding PDF Report
Invoice Outstanding XLSX Report
Customer Custom Statements Menu.
Customers receive notifications when manual customer statements are sent with a chosen duration.
With the custom date range option, you may choose several customer's and send mass statements to them in a single click.
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Really nice app
It is working correctly.
no info showing
hello
when i press customer statement it prints the report but it does not show any transactions or balances at all just the empty reports?
can you please assist?