| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 211 |
| Technical Name |
ask_partner_summary |
| License | LGPL-3 |
| Website | https://www.asksol.pk |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 211 |
| Technical Name |
ask_partner_summary |
| License | LGPL-3 |
| Website | https://www.asksol.pk |
Generate partner recovery summaries with advanced filters and professional PDF export.
Customer Recovery Summary Report
Key Highlights
Complete Partner Overview
View a consolidated summary of each partner including sales, purchases, invoices, and payments in one place.
Financial Summary
Quickly analyze partner financial activity including total invoiced amounts, payments received, and outstanding balances.
Sales & Purchase Insights
Track all related sales orders, purchase orders, and transactions linked to a partner from a single summary view.
Invoice Tracking
Easily review customer and vendor invoices associated with a partner to understand billing history.
Payment History
Access detailed payment records including received and sent payments linked to the partner.
Smart Navigation
Navigate directly from the partner summary to related documents such as orders, invoices, and payments.
Partner Recovery Summary
Streamline your customer recovery process today!
Generate professional recovery reports instantly.
Partner Summary Wizard View
Use the Partner Summary Wizard to select partners and define Overdue Days for generating a detailed recovery report. The wizard allows quick filtering before exporting the summary to PDF.
Partner Summary PDF Report
Generate a Partner Recovery Summary showing each partner's Balance, Last Payment, and Payment Date in a clean and professional PDF report.
Overdue Partner Highlight
Partners whose last payment exceeds the configured overdue days are automatically highlighted to help your team focus on customer recovery and follow-ups.
Partner Filtering
Select multiple partners using the multi-select partner field to generate targeted recovery summaries for specific customers.
Total Balance Summary
The report calculates a Grand Total Balance across all partners, giving a clear overview of the total outstanding receivables.
Partner Filtering
Select specific partners using a multi-select field in the wizard to generate targeted recovery summaries.
Professional PDF Report
Generate a clean and professional A4 PDF report showing partner balances and payment information.
Automatic Balance Calculation
Calculates partner balances automatically using posted accounting entries from receivable and payable accounts.
Overdue Detection
Partners exceeding the configured days since last payment are automatically highlighted for quick recovery follow-up.
Last Payment Tracking
Displays the most recent payment amount and date for each partner directly in the report.
Grand Total Summary
Displays the total outstanding balance across all selected partners at the bottom of the report.
Clear Tabular Layout
The report displays partner name, city, balance, last payment, payment date, days since payment, and remarks in an organized table.
Fast SQL-Based Report
Uses optimized SQL queries to generate reports quickly even with large accounting datasets.
This module is compatible with Odoo 18 Community Edition.
It works with standard Odoo modules such as Accounting and Contacts.
The Partner Summary Report provides a consolidated view of balances for selected partners. It helps businesses quickly analyze outstanding receivables or payables for multiple partners.
Yes. The report allows you to select multiple partners using the wizard. Additional filters can be added based on requirements.
The report displays partner names along with their outstanding balances, last payment, overdue status, providing a quick overview of financial positions.
Yes. The Partner Summary Report can be printed or exported as a professional PDF for sharing with management or for accounting analysis.
Version 18.0.1.0
Initial Release – 2024- Initial module release for Odoo 18 Community Edition.
- Introduces a dedicated Partner Summary Wizard for quick access to recovery reports.
- Displays consolidated accounting data including balances, last payments, overdue status.
- Provides clear financial overview of selected partners.
- Fast SQL-based report generation even for large datasets.
- Fully integrated with standard Odoo Accounting and Contacts modules.
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