| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 2480 |
| Technical Name |
an_balance_confirmation |
| License | LGPL-3 |
Key Features
Automatic Balance Calculation
Automatically calculates partner balances from posted journal entries based on receivable/payable accounts.
Digital Signatures
Partners can sign confirmations digitally through the portal with a signature pad canvas.
Portal Integration
Full portal support allowing partners to view, confirm, or dispute balances online.
Email Integration
Send confirmations via email with PDF attachments and track responses.
Scheduled Generation
Create confirmation schedules to automatically generate confirmations periodically.
Professional PDF Reports
Generate professional PDF reports with company branding in Arabic or English.
What's Included
- ✓ Customer & Vendor Support - Manage balance confirmations for both customers and vendors with automatic account type detection.
- ✓ Bilingual Amount in Words - Automatic conversion of amounts to Arabic or English words based on partner language.
- ✓ State Workflow - Complete workflow from Draft to Sent to Confirmed/Disputed with full tracking.
- ✓ Dispute Management - Handle balance disputes with notes and client-stated amounts.
- ✓ Partner Smart Button - Quick access to all confirmations from partner form view.
- ✓ Chatter Integration - Full mail thread support for tracking all communications.
Full Arabic Support
٠صادÙØ© اÙأرصدة
Complete RTL support with Arabic PDF reports and portal interface. Amount conversion to Arabic words. Designed for Saudi Arabia and GCC businesses with SAR currency support.
Screenshots
Menu Integration
Balance Confirmations menu integrated under Customers with quick access to all states
Confirmation Form View
Complete form with partner info, balance calculation, amount in words, and workflow buttons
Customer Portal
Partners can view confirmations, confirm balance, or submit disputes with digital signature
Partner Integration
Smart button on partner form with quick action to create balance confirmation
PDF Report (English)
Professional PDF report with company branding for English-speaking partners
PDF Report (Arabic)
Full RTL Arabic PDF report with amount in Arabic words for Arabic-speaking partners
Technical Information
| Odoo Version 18.0 | License LGPL-3 | Dependencies account, portal, mail | Category Accounting |
Support & Contact
ahmednour@outlook.com | +966 53 692 9391 | odoosa.net
Professional support included. Contact us for customization requests.
Developed by Ahmed Nour | odoosa.net
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