Pending Payment Report | Customer & Vendor Outstanding Report
by TechUltra Solutions Private Limited https://www.techultrasolutions.com/$ 22.99
Pending Payment Report | Customer & Vendor Outstanding Report
Pending Payment Report | Customer & Vendor Outstanding Invoice Report is a comprehensive
Odoo accounting solution designed to help businesses efficiently monitor and manage
outstanding customer invoices and vendor bills. The module provides detailed visibility into
pending receivables and payables, enabling organizations to improve cash flow management and
streamline payment follow-up processes.
Users can generate professional PDF and Excel reports with advanced filtering options,
including date ranges, invoice types, customers, and vendors. The reports present organized
payment information with invoice counts, paid amounts, outstanding balances, currency-wise
summaries, and grand totals for accurate financial analysis.
Additionally, the module supports automated email notifications, allowing businesses to send
pending payment reports directly to customers or vendors and improve collection efficiency.
By centralizing outstanding payment tracking and reporting, the module enhances financial
visibility, reduces manual effort, and supports informed decision-making.
Pending Payment Report | Customer & Vendor Outstanding Report
Product Overview
▶ Watch Module Demo
See how Pending Payment Report | Customer & Vendor Outstanding Report works
Features
Monitor unpaid customer invoices and outstanding receivables through detailed payment reports.
Track pending vendor bills and payable balances to improve supplier payment management.
Generate reports using flexible filters such as date range, invoice type, customer, vendor, and payment status.
Create professionally formatted PDF reports for outstanding customer and vendor payments.
Export pending payment data to Excel for further analysis, reconciliation, and financial reporting.
Send pending payment reports directly to customers or vendors through email for efficient follow-ups.
Configuration
Support
FAQs
Accessing the Pending Payment Reports
After installing and activating the module, navigate to Invoicing > Reporting. At the bottom of the Reporting menu, you will find two newly added options: Pending Payment Report and Advance Pending Payment Report, as shown in the attached image. These menus provide access to the respective reporting wizards for generating detailed outstanding payment reports.
Pending Payment Report Wizard
Click on Pending Payment Report to open the wizard. Here, you can filter by Customer (optional), Invoice/Bill date range, Due date range, Salesperson (optional), Currency, and Invoice Type (Customer, Vendor, or Both). If any optional field is left empty, the report includes all records by default. The wizard provides options to View Report, Print PDF, Print Excel, and Send the report to a configured user via email for easy follow-up and reporting.
PDF Report Output
After clicking on Print Report, the system generates the PDF version of the Pending Payment Report. The report will be displayed in a structured and professional format, as shown in the attached image.
Excel Report Output
After clicking on Print Excel Report, the system generates the Excel version of the Pending Payment Report. The exported file will appear in a structured format with grouped data, totals, and pending amounts, as shown in the attached image.
Auto-Send Report Configuration
Under the Pending Payment Report menu, you can configure the partner who will automatically receive the report when "Send to Configured User" is clicked in the wizard.
Send Report to Configured User
By clicking on Send to Configured User in the wizard, the system automatically emails the generated report to the user configured earlier in the settings. The email includes the report details and attachment in a professional format, as shown in the attached image.
View Report (On-Screen Preview)
Click on View Report in the wizard to display the report directly on
the
screen. The report will show detailed information including Customer
Name,
Invoice Type, Currency, Total Amount, Paid Amount, Pending Amount,
Total
Number of Invoices, and Customer Email ID, as illustrated in the
attached
image.
This option allows users to quickly review pending payment details
without
downloading the PDF or Excel file.
Vendor Bill Report Generation
To generate the Vendor Bill report, select Vendor in the wizard, configure the required date ranges, and choose Invoice Type as Vendor Bill. You may also choose to print only Invoiced records, if required. After applying the filters, click on Print Report to generate the PDF, which will appear as shown in the attached image. This allows you to analyze outstanding vendor bills based on the selected criteria.
Using the Advance Pending Payment Report
Navigate to Advance Pending Payment Report to access the advanced
reporting
wizard. Here, you can configure the required filters such as Date
range,
Company, and Invoice Type. If you leave the Partner and Salesperson
fields
blank, the system will automatically include all partners and all
salespersons in the report.
After setting the desired criteria, simply click on Print Report to
generate
the report as per the selected filters.
Advance Pending Payment Report Output
After clicking on Print Report, the Advance Pending Payment Report is generated based on the selected filters and displayed in a structured format, as shown in the attached image. The report includes all relevant pending payment details according to the configured criteria.
- We provide 90 days bug-free support related to our module.
- We provide 5 hours of free configuration support. Additional configuration or customization is billable.
- The support team is available from Monday to Friday 10:00 AM to 07:00 PM (IST).
- To create a ticket, send an email to support@techultra.in.
This module helps track and manage outstanding customer invoices and vendor bills through detailed PDF and Excel reports.
Yes, you can generate reports for Customer Invoices, Vendor Bills, or both, depending on the selected Invoice Type.
If left blank, the report will automatically include all Customers or Vendors.
Yes, you can send the report to a configured user via email directly from the wizard.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 1290 |
| Technical Name |
pending_payment_report |
| License | OPL-1 |
| Website | https://www.techultrasolutions.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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