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Email Account Statement to Customers

by
Odoo

202.21

v 18.0 Third Party
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Community Apps Dependencies
Lines of code 731
Technical Name account_customer_statement_email
LicenseSee License tab
Websitehttp://www.probuse.com
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Discuss (mail)
Community Apps Dependencies
Lines of code 731
Technical Name account_customer_statement_email
LicenseSee License tab
Websitehttp://www.probuse.com

Account Customer/Supplier Statement Send Email

Send Account Statement to Customer/Supplier via Email

Email Delivery of Customer/Supplier Account Statements

Account Summary Email for Customers and Suppliers

This application allows users to send customer and supplier account statements via email. The email includes a PDF attachment of the partner's ledger, which is generated using an email template.

Main Features of Odoo App:

  • User Interaction:
    • From the customer statement report view, the user clicks the "Send Email" button.
  • Report Generation:
    • The selected partner's ledger report is generated based on the user’s input (date range, journal, etc.).
  • Email Preparation:
    • The generated report is attached to an email.
    • The email is then prepared with the necessary details (subject, body, sender, recipient).
  • Email Sending:
    • The email is sent to the partner’s email address, and a confirmation is displayed to the user.
  • Limitation on Multiple Selections:
    • In the list view, sending emails to multiple customers or suppliers is not possible.
    • If the user attempts to send an email for multiple customers, a warning will be raised, preventing the action from being completed.

Edition Compatibility:


Enterprise Odoo.sh Community

Customer Menu in Invoicing: A Guide to Odoo Standard Functionality

Print Customer/Supplier Statement Option

Send Email Button in the Print Customer/Supplier Statement Wizard: Streamlining Communication

Customer Statement Email Layout Sample

Customer Statement Report Sample Report in Attachment

Alert Warning Message for Multiple Customer Selections in List View

  • Note: It will not allow you to send mail if multiple customers are selected.

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training

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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