Customer - Vendor Overdue Payments and Bank Statement Reports
by BeyonData Solutions Private Limited https://www.beyondatagroup.com/$ 82.61
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Sales (sale_management) |
| Lines of code | 1797 |
| Technical Name |
bd_customer_statement |
| License | LGPL-3 |
| Website | https://www.beyondatagroup.com/ |
| Versions | 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Sales (sale_management) |
| Lines of code | 1797 |
| Technical Name |
bd_customer_statement |
| License | LGPL-3 |
| Website | https://www.beyondatagroup.com/ |
| Versions | 18.0 |
Customer - Vendor Overdue Payments and Bank Statement Reports
ADD A PERSONAL TOUCH AND AID IN NAVIGATION AND ORGANIZATION
This customization not only adds a personal touch to the interface but also aids in efficient navigation and organization within the Odoo system.
Supported Editions
Customer - Vendor Overdue Payments and Bank Statement Reports
Community
Enterprise
odoo
sh.
KEY HIGHLIGHTS
Customer - Vendor Overdue Payments and Bank Statement Reports
Account Statements of Customers and Suppliers
Accounting users or accountants can view and print account statements for customers and suppliers.
Email Configuration Warning for Customer/Supplier
Auto warning if Customer/Supplier email is missing to ensure successful email delivery.
Send Statement by Email
Accounting users or accountants can send statements to customers and suppliers by email.
Filter Statement by Date
When there are many records, the module provides a feature to filter statements by date.
Automatically Send Customer Statement
You can automatically send statements and overdue reports to customers on a specific date of each month.
Send Overdue Payment Report to Customers and Suppliers
Accounting users or accountants can send overdue payment reports to customers and suppliers.
Automatically Send Customer Statement
You can automatically send statements and overdue reports to customers on a specific date of each month.
Auto Send Customer Statement and Overdue Report
If you do not check the ‘Disable Email Sending’ checkbox, statements and overdue reports will be sent to customers automatically.
Auto Send Weekly Statement to Customers
You can automatically send weekly statements to all customers who have a statement value greater than 0.00.
Auto Send Monthly Statement to Customers
You can automatically send monthly statements to all customers who have a statement value greater than 0.
Overview
Customer - Vendor Overdue Payments and Bank Statement Reports
This Odoo app allows you to view, print, and email customer and supplier account statements,
including overdue payment details.
Statements include due ranges (0–30, 30–60, 60–90, 90+ days) and can be filtered by date,
showing opening balances before the selected start date. The customer/supplier tabs show
total due and overdue
amounts based on invoice payment terms. You can also schedule automatic monthly emails of
these statements and overdue reports.
This Odoo app allows you to view, print, and email customer and supplier account statements, including overdue payment details. Statements include due ranges (0–30, 30–60, 60–90, 90+ days) and can be filtered by date, showing opening balances before the selected start date. The customer/supplier tabs show total due and overdue amounts based on invoice payment terms. You can also schedule automatic monthly emails of these statements and overdue reports.
Screenshots
Customer - Vendor Overdue Payments and Bank Statement Reports
Configuration
Customer Statement
Print Customer Statement Report
The Accounting User or Accountant can also print customer and supplier statements using the "Print Statement" button.
Send Customer Statement Report
The user can send the customer statement report by email.
Print Customer Overdue Payment
The user can print the customer overdue payment report using the button shown in the figure.
Send Customer Overdue Payment
The user can send the customer overdue payment report using the button shown in the below screenshot.
Print Customer Due Payments
The user can print the customer due payments report by clicking the "PRINT DUE PAYMENTS" button.
Customer Due Payments Report
The user can view the printed customer due payments report.
Send Customer Due Payments Report
The user can send the customer due payments report by email by clicking the "SEND DUE PAYMENT" button.
Statement Filter By dates
When there are many lines in the statements, an additional feature is provided to filter the statement by date. This allows users to view and print the statement for a specific date range, including the balance overdue and total amount overdue for that period.
Customer Statement Report With Date Filter
When you click on "Get Statement" after applying the filter, it will show the statement details for the selected date range, as shown in the image.
Vendor Statement
The user can find the "Vendor Statement" tab on the vendor form view. They can also print vendor statements by clicking the "PRINT VENDOR STATEMENT" button.
Print Vendor Due Payments
The user can print the vendor due payments report by clicking the "PRINT DUE PAYMENTS" button.
Vendor Due Payments Report
The user can view the printed vendor due payments report.
Print Vendor Overdue Payments
The user can print the vendor overdue payments report by clicking the "PRINT OVERDUE PAYMENTS" button.
Vendor Overdue Payments Report
The user can view the printed vendor overdue payments report.
Auto Send Customer Statement Mail
Enabling "Monthly Mail Sent" in the Accounting settings allows you to schedule customer statement emails. You can set a specific date to send statements for the previous month.
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