We have added some predefined languages (English, German / Deutsch, Arabic, Spanish / Español, French / Français, Chinese) in the module. If you want to add other languages, you can contact us at support@softhealer.com . We use Google Translator tools for multiple languages, so possible translations may not be accurate. We welcome suggestions to make the translations more accurate at support@softhealer.com.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 4594 |
| Technical Name |
sh_customer_statement |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 18.0 11.0 12.0 13.0 15.0 16.0 17.0 14.0 |
Community
Enterprise
Odoo.sh
Customer Account Statements
The account statement is the summary report of the financial activities. Statements show how much money is spent within a specific time period. An account statement is basically an overview of your financial performance. The statement is one type of tool for customers. Customers can track their paid amount.
This module allows customers to see statements as well as overdue statement details.
You can send statements by email to the customers.
You can also see customers mail log history with statements and overdue statements.
You can also send statements automatically weekly, monthly & daily using cron job.
You can filter statements by dates, statements & overdue statements.
You can Also filter statements based on their configuration, such as Not Paid, In Payment, Paid, ETC...
You can group by statements by the statement type, mail sent status & customers.
You can print statements and overdue statements.
Why account statement is important?
The importance of account statements is that show everything about transactions, like date, due date, total amount, paid amount & balance. The statements can be used when we have a misunderstanding or miss management about our transactions. The account statement's purpose is to review your account transactions that where you spent your money and how much money you spent.
Related Modules
Key Features
Hot Features
Payment Status & Dates Wise Filters 
Don't Send Mail If All Invoices Are Paid
Customer Statement Whatsapp
Account Statement XLS Report.
XLS Report At Portal.
Customer Overdue Statements
Customer Portal Statement
Statement Log History
Filter Statements
Group By Statements
Send Statements By Email
Overdue Statements By Email
Print Statements
Print Overdue Statement
Statement Auto Send
Overdue Statement Auto Send
Account Statement Configurations.
Customer Filter Statement Flow
Go to the customer => customer statement.
You can filter statements, So select the filter option 'This Month'.
Select the type of the customer statements like 'Not paid, paid, In payment, Partially paid, Reversed, or Invoicing app legacy'.
Press 'Get Customer Statement'.
You can send filter statements by mail, so press 'Send Filter Customer Statement'
and press 'Print Filter Customer Statement' to print filter customer statement.
You can also send filter statements by whatsapp.
Customer filter statement sent by mail.
Email statement form view.
You can see the statement attachment from an email.
The statement looks like this.
Customer Statement Flow
Go to the customer => customer statement, press 'Send Customer Statement' to send the statement by mail and press 'Print Customer Statement' to print the statement. You can also send filter statements by whatsapp.
Customer filter statement sent by mail.
Email statement form view.
You can see the statement attachment from an email.
The statement looks like this.
Customer Overdue Statement Flow
Go to the customer => customer statement, press 'Send Overdue Customer Statement' to send the statement by mail and press 'Print Overdue Customer Statement' to print the statement.
Customer filter statement sent by mail.
Email statement form view.
You can see the statement attachment from an email.
The statement looks like this.
Customer Account Statement/Overdue Statement Mail Log History Flow
The statement log history configuration, you can see mail log history from the 'See all mail log history'.
Customer Statement Quick Send & Print Flow
The statement log history tree view.
Statement log history form view.
You can filter and group by statements by the provided list.
You can print statements from the 'Action'.
You can send a statement/overdue statement from the 'Action' button.
Customer Auto Send Statement/Overdue Statement Flow
Customer auto-send statements/overdue statements configuration.
You can weekly auto-send customer statements.
You can monthly auto-send customer statements, you can select monthly days.
You can auto-send customer statements by end of the month.
You can yearly auto-send customer statements.
You can send statements by scheduled action(cron job).
Customer Portal Statement Flow
Now tick 'Show Customer Statement Menu In Portal'.
After go to the portal => customer statement.
You can get customer statement from the port.
You can download customer statements from the portal.
You can download customer overdue statements from the portal.
You can send customer statements from the portal.
It shows a popup after successfully send customer statements.
The statement sent by mail.
Email statement form view.
You can see the statement attachment from an email.
Customer Statement XLS Report
You can print an XLS report of the customer filter statement.
Customer filter statement XLS report looks like this.
You can print an XLS report of the customer statement.
Customer statement XLS report looks like this.
You can print an XLS report of the customer overdue statement.
Customer Overdue statement XLS report looks like this.
You can 'Download Filtered Statement XLS' from the portal.
You can download the customer overdue statement XLS report from the portal.
Opening balance in customer statements.
Go to invoice setting >> Enable the 'Account Statement Auto Send Configuration' according to your preferences.
Select the "Filter Only Unpaid, Send nothing if all invoices are paid."
Here, you can see the customer form view.
In the customer statement tab, you have the option to filter customer statements based on specific time periods, such as monthly, quarterly, yearly, or custom.
In the customer statement tab, you can filter customer statements based on their configuration, such as Not Paid, In Payment, Paid, ETC...
Customer Statement By Whatsapp
In "User", enable the 'Send Customer Statement By Whatsapp Feature' option.
Whatsapp message description with the configuration setting.
Set the signature in the message,
1) Go to Preferences.
2) Add Signature.
Add number in the 'Mobile' field.
Click the 'Send By WhatsApp' Button.
Choose recipient and edit message as required and click send by WhatsApp.
This is the output shown in the WhatsApp messenger.
In the chatter, you can see the message which is sent.
You can print an PDF report of the customer filter statement with address.
Customer Filter Statement Flow
Customer filter statement PDF report with address looks like this.
You can print an XLS report of the customer filter statement with address.
Customer filter statement XLS report with address looks like this.
You can print an PDF report of the customer statement with address.
Customer statement PDF report looks like this.
You can print an XLS report of the customer statement with address.
Customer statement XLS report looks like this.
You can print an PDF report of the customer overdue statement.
Customer Overdue statement PDF report looks like this.
You can print an XLS report of the customer overdue statement.
Customer Overdue statement XLS report looks like this.
Version 17.0.6 | Released on : 5th November 2024
Fixed
Minor Bug Fixed.
Version 17.0.5 | Released on : 30th October 2024
Fixed
Minor Bug Fixed.
Version 17.0.4 | Released on : 8th October 2024
Fixed
Minor Bug Fixed.
Version 17.0.3 | Released on : 10th May 2024
new
Added Address In All PDF And Excel Reports.
Version 17.0.2 | Released on : 16th April 2024
Fixed
Minor Bug Fixed.
Version 17.0.1 | Released on : 22nd November 2023
Initial
Initial Release.
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- Please Contact Us at sales@softhealer.comto request customization.
- No, this application is not compatible with odoo.com(odoo saas).
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
- No, We do not provide any kind of exchange.
Multi-Languages
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Thank you Noe for the rating recently you provided us. We appreciate the time and effort you took to share your thoughts with us.
Best regards,
Team Softhealer
Question..
Does this module also show credit notes that are outstanding on the customer/vendor statements?
Re: Question..
Hello,
I hope you are doing well!
Yes, we are considering the Credit note in the statements.
If you have any doubts then feel free to contact us.
Thank you.
loving it very nice
Re: loving it very nice
Thank you so much for your positive review! Your kind words motivate us to continue delivering excellent service. We appreciate your support and look forward to serving you again.
loving it very nice
loving it very nice