| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 1214 |
| Technical Name |
nf_customer_account_statement |
| License | OPL-1 |
| Website | https://www.nextflow.in |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 1214 |
| Technical Name |
nf_customer_account_statement |
| License | OPL-1 |
| Website | https://www.nextflow.in |
| Versions | 17.0 18.0 19.0 |
Customer Account Statement
Customer Account Statement module allows you to generate, send, print, and export detailed customer statements directly from the customer form in Odoo. It provides powerful invoice filtering, overdue tracking, and flexible reporting to help businesses manage customer receivables efficientl
Platform Support
The module includes time-based filters, statement status filters, overdue reports, and custom date ranges, making it easy to analyze and share customer account activity.This module provides a centralized way to view all customer invoices, track outstanding balances, and generate professional statements directly from the customer form.
Hot Features
Customer Statement Tab in Customer Form
Easily access customer account statements directly from the customer form through a dedicated Customer Statement tab.
Advanced Statement Filters
Generate statements using flexible filters such as This Month, Last Month, This Quarter, Last Quarter, This Year, Last Year, and Custom Date Range.
Send Customer Statement via Email
Send customer account statements directly to customers through email with a single click.
Print Customer Statement PDF
Generate professional PDF statements for customers to share or print for accounting records.
Customer Statement XLSX
Customer statements into Excel (XLSX) format for further financial analysis.
Invoice Status Filtering
Filter customer statements by invoice status including Draft, Posted, Cancel, Not Paid, In Payment, Paid, Partial, Sent, and All Without Draft.
Customer Invoice List View
Automatically display all related invoices with key details like Invoice Number, Invoice Date, Due Date, Total Amount, and Balance Due.
Customer Due Statement Report
Quickly generate reports for customer due invoices using specific time period filters and payment status filters.
Quick Support
WhatsApp
210, Skymall, Nr. Mercedez-Benz Showroom, Gondal Road,
Rajkot (360004), Gujarat, India
Electronic Support
Please feel free to write an email to us or use our electronic ticketing system.
Email : support@nextflow.in | nextfloit@gmail.com
Support Center
Our dedicated Support team is available to assist you with any questions, concerns, or support you may need.
Phone : +91 73832 03034
Customer Statement Tab in Customer Form
- A dedicated Customer Statement page is added to the customer form view, allowing authorized users to quickly access customer account statements.
Access Control for Statements
- The Customer Statement tab is accessible only to Invoice Administrators, while Invoice Users do not have access, ensuring secure handling of financial data.
Customer Statement Time Period Filters
- Generate customer statements using predefined time period filters:
- This Month
- Last Month
- This Quarter
- Last Quarter
- This Year
- Last Year
- Custom Date Range
Customer Statement Status Filters
- Filter invoices based on their current status:
- All
- All Without Draft
- Draft
- Posted
- Cancel
- Not Paid
- In Payment
- Paid
- Partial
- Sent
Customer Statement Invoice List
- Displays a detailed list of invoices for the selected customer including invoice number, invoice date, due date, total amount, and remaining balance.
Customer Statement Reports
- Generate customer statements with multiple reporting options:
- Send Customer Statement via Email
- Print Customer Statement in PDF format
- Customer Statement in XLSX format
Customer Due Statement
- Generate reports for customer due invoices with filters for time period and invoice status such as Posted, Not Paid, and Partial.
Customer Overdue Statement
- Identify and track overdue customer invoices with a detailed invoice list for better receivable management.
Overdue Statement Reports
- Generate overdue statements with multiple options:
- Send Customer Overdue Statement via Email
- Print Overdue Statement PDF
- Overdue Statement XLSX
Custom Date Range Filter
- Generate statements by selecting a Start Date and End Date to filter invoices within a specific period.
Professional Financial Reports
- Create clear and professional customer account statements that help improve communication with customers and manage receivables efficiently.
How can we take support Or Customization Request?
Please Contact us at support@nextflow.in for Support/Customization.
Can we get Free support?
Yes, You can get free support for 90 Day's.
This app is working with Odoo Community and Enterprise?
Yes, can use with Community and Enterprise both.
It shows the workflow of users.
Settings => Users & Companies => Click " Users " Open Users list view
Open the Administrator user, go to the Access Rights tab, and under Accounting, set Invoicing to Administrator
Main Menu => Click "Invoicing" (invoice view open)
Invoicing => Customers => Click on a Customers (open customer view)
Customers : customer form view open and tab access Customer Statement
Customers : customer form view open and tab access Customer Statement
Open the user, go to the Access Rights tab, and under Accounting, set Invoicing to Invoicing.
Invoicing => Customers => Click on a Customers (open customer view)
Customers : customer form view open and user not access Customer Statement
Customers : customer form view open and user not access Customer Statement
It Shows The Customer Statement Workflow.
Invoicing => Click "New" (Open invoice form view)
Invoice from view open and add invoice related information add and Click "Confirm"
Invoice is Confirmed
Invoicing => Customers => Click on a Customers (open customer view)
Customer : select customer
Customer : Customer Statement tab in "Customer Statement Filters"
Time Period : This Month , Statement status : All With Draft and see Customer Statement and Reports : Click "Print PDF Statement"
Download Customer Statement PDF View all details
Reports : Click "Export XLSX"
Download Customer Statement XLSX View all details
Reports : Click "Send Customer Statement"
Send Customer Statement and see mail details
Send mail view
Customer : Customer Statement tab in "Customer Due Statement Filters"
Time Period : This Month , Statement status : All and see Customer Overdue Statements and Reports : Click "Print PDF Statement"
Download Customer Due Statement PDF View all details
Reports : Click "Export XLSX"
Download Customer Due Statement XLSX View all details
Reports : Click "Send Customer Due Statement"
Send Customer Due Statement and see mail details
Send mail view
It Shows The Customer Statement Filters Workflow
Customer Statement Filters : Time Period filter provided, Statement status filter provided
Time Period : Last Month , Statement status : All Without Draft and see Customer Statement and Reports : Click "Print PDF Statement"
Download Customer Statement PDF View all details
Reports : Click "Export XLSX"
Download Customer Statement XLSX View all details
Reports : Click "Send Customer Statement"
Send Customer Statement and see mail details
Send mail view
Time Period : This Quarter , Statement status : Draft and see Customer Statement and Reports : Click "Print PDF Statement"
Download Customer Statement PDF View all details
Reports : Click "Export XLSX"
Download Customer Statement XLSX View all details
Reports : Click "Send Customer Statement"
Send Customer Statement and see mail details
Send mail view
Time Period : Last Quarter , Statement status : Posted and see Customer Statement and Reports : Click "Print PDF Statement"
Download Customer Statement PDF View all details
Reports : Click "Export XLSX"
Download Customer Statement XLSX View all details
Reports : Click "Send Customer Statement"
Send Customer Statement and see mail details
Send mail view
Time Period : This Year , Statement status : Not Paid and see Customer Statement and Reports : Click "Print PDF Statement"
Download Customer Statement PDF View all details
Reports : Click "Export XLSX"
Download Customer Statement XLSX View all details
Reports : Click "Send Customer Statement"
Send Customer Statement and see mail details
Send mail view
Time Period : Last Year , Statement status : Paid and see Customer Statement and Reports : Click "Print PDF Statement"
Download Customer Statement PDF View all details
Reports : Click "Export XLSX"
Download Customer Statement XLSX View all details
Reports : Click "Send Customer Statement"
Send Customer Statement and see mail details
Send mail view
Time Period : This Year , Statement status : Cancel and see Customer Statement and Reports : Click "Print PDF Statement"
Download Customer Statement PDF View all details
Reports : Click "Export XLSX"
Download Customer Statement XLSX View all details
Reports : Click "Send Customer Statement"
Send Customer Statement and see mail details
Send mail view
Time Period : This Year , Statement status : Partially Paid and see Customer Statement and Reports : Click "Print PDF Statement"
Download Customer Statement PDF View all details
Reports : Click "Export XLSX"
Download Customer Statement XLSX View all details
Reports : Click "Send Customer Statement"
Send Customer Statement and see mail details
Send mail view
Time Period : This Month , Statement status : Sent and see Customer Statement and Reports : Click "Print PDF Statement"
Download Customer Statement PDF View all details
Reports : Click "Export XLSX"
Download Customer Statement XLSX View all details
Reports : Click "Send Customer Statement"
Send Customer Statement and see mail details
Send mail view
Time Period : Custom Date Range , Statement status : Paid and see Customer Statement and Reports : Click "Print PDF Statement" / Custom Date Range : Select Start Date and Select End Date add
Download Customer Statement PDF View all details
Reports : Click "Export XLSX"
Download Customer Statement XLSX View all details
Reports : Click "Send Customer Statement"
Send Customer Statement and see mail details
Send mail view
It Shows The Customer Due Statement Filters Workflow
Customer Due Statement Filters : Time Period filter provided, Statement status filter provided
Time Period : Last Month , Statement status : Posted and see Customer Due Statement and Reports : Click "Print PDF Statement"
Download Customer Due Statement PDF View all details
Reports : Click "Export XLSX"
Download Customer Due Statement XLSX View all details
Reports : Click "Send Customer Due Statement"
Send Customer Due Statement and see mail details
Send mail view
Time Period : This Quarter , Statement status : Not Paid and see Customer Due Statement and Reports : Click "Print PDF Statement"
Download Customer Due Statement PDF View all details
Reports : Click "Export XLSX"
Download Customer Due Statement XLSX View all details
Reports : Click "Send Customer Due Statement"
Send Customer Due Statement and see mail details
Send mail view
Time Period : Last Quarter , Statement status : Partially Paid and see Customer Due Statement and Reports : Click "Print PDF Statement"
Download Customer Due Statement PDF View all details
Reports : Click "Export XLSX"
Download Customer Due Statement XLSX View all details
Reports : Click "Send Customer Due Statement"
Send Customer Due Statement and see mail details
Send mail view
Time Period : This Year , Statement status : All and see Customer Due Statement and Reports : Click "Print PDF Statement"
Download Customer Due Statement PDF View all details
Reports : Click "Export XLSX"
Download Customer Due Statement XLSX View all details
Reports : Click "Send Customer Due Statement"
Send Customer Due Statement and see mail details
Send mail view
Time Period : Last Year , Statement status : Posted and see Customer Due Statement and Reports : Click "Print PDF Statement"
Download Customer Due Statement PDF View all details
Reports : Click "Export XLSX"
Download Customer Due Statement XLSX View all details
Reports : Click "Send Customer Due Statement"
Send Customer Due Statement and see mail details
Send mail view
Time Period : Custom Date Range , Statement status : Not Paid and see Customer Due Statement and Reports : Click "Print PDF Statement" / Custom Date Range : Select Start Date and Select End Date add
Download Customer Due Statement PDF View all details
Reports : Click "Export XLSX"
Download Customer Due Statement XLSX View all details
Reports : Click "Send Customer Due Statement"
Send Customer Due Statement and see mail details
Send mail view
Initial Version 17.0.1 | Initial Released.
Multi Language
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