Customer Statement and Customer Overdue Payments Vendor Bank Statements Reports Odoo
by BROWSEINFO https://www.browseinfo.com/demo-request?app=bi_customer_overdue_statement&version=18&edition=Community$ 66.98
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Invoicing (account) • Website (website) |
| Lines of code | 4835 |
| Technical Name |
bi_customer_overdue_statement |
| License | OPL-1 |
| Website | https://www.browseinfo.com/demo-request?app=bi_customer_overdue_statement&version=18&edition=Community |
| Versions | 8.0 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Invoicing (account) • Website (website) |
| Lines of code | 4835 |
| Technical Name |
bi_customer_overdue_statement |
| License | OPL-1 |
| Website | https://www.browseinfo.com/demo-request?app=bi_customer_overdue_statement&version=18&edition=Community |
| Versions | 8.0 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
India |
Malaysia
Customer/Vendor Statements and Overdue Payments Reports with auto send feature Odoo Apps.
Customer/Supplier accounting statements and Customer Overdue Payments Odoo Apps offers you to view customers or vendor statements reports with overdue invoices and payment details and helps you to send statements of account reports by email to your customers and suppliers. Account Statement reports comes with the due range tables with 0-30 days, 30-60 days ,60-90 and 90+ days kind of range. This Odoo apps also helps to print overdue statement reports of customer. Accountant will have option to filter customer and supplier statements with start date and end date this filter statement comes with opening balance before the start date selected on filter for filter accounting statements. You can also print and send this filter statements too. Statements tab of customer and supplier both shows total due amount and total overdue amount balance , total due is show total remaining due amount of customer or supplier and total overdue amount shows the total which become overdue based on the payment term selected on invoices. After installing this Odoo modules/app you can print and send customer/supplier statement as well as print and send overdue payment reports by email.You can also send this overdue payment and statement automatically to your customer and vendors every month using the automatic send email feature. You can give the portal access to the specific customer/supplier to see the statement in portal.
Looking for Portal Features of Customer Statement and Overdue Payment Reports Odoo Apps,please check below module link
Website Customer Statement and Overdue Payment Reports.
looking for customer account payment follow up Odoo App, please check below module link
Customer Account Payment follow up Odoo Apps.
Looking for only customer account statements Odoo Apps,please check below module link
Customer Account Statements Odoo Apps.
Account Statements of customers and suppliers.
Accounting User/Accountant can view and print account statements of customers and suppliers.
Sends statement through email.
Accounting User/Accountant can send Statements of customers and suppliers by email.
Sends overdue payment report to customers and suppliers.
Accounting User/Accountant can send overdue payment report to customers and suppliers.
Statement filter by Date
When there are large records on statement modules provide that feature to filter statement by date.Also Allow to Print it.
Partner wise Ledger Report
As this module also provide feature to print Partner Ledger Report for single partner.
Send automatically customer and supplier statement.
You can send customer/supplier statement and customer/supplier overdue statement to your customers/suppliers on a specific date of month. You can also set customer/supplier statement period as monthly or complete statement.
Auto Send Customer/Supplier Statement and Overdue Report
User can use Opt Statement checkbox for automatic send customer/supplier statement and overdue report to the customers/suppliers. This automatic statements and overdue report only send to those customer/supplier who has balance amount greater then zero.
Manually Send Customer/Supplier Statement and Overdue Report
User can use customer/supplier custom statement wizard for manually send customer/supplier statement and overdue report with selection of duration.
Auto Send Monthly Statement to Customers/Suppliers
You can send monthly statement automatically to all customers/suppliers who has statement value greater then 0.00.
Auto Send Weekly Statement to Customers/Suppliers
You can send weekly statement automatically to all customers/suppliers who has statement value greater then 0.00.
Select 'Opt Statement' Checkbox for Particular Customer
You can opt out customer for automatic statement sent using opt-statement field on customer.
Mass Send Customer Statement with Custom Date Range
you can select multiple customer and send mass statements to customers in single click with custom date range option.
Statement in Portal Configuration
User have access to enable/disable 'Customer/Supplier Statement Portal' option.
Customer/Supplier Statement in the Portal
User can show and download/print customer/supplier statement from the portal.
Customer Statement
User can find "Customer Statement" and "Vendor Statement" tabs on customer/vendor form view.
Print Customer Statement Report
Accounting User/Accountant can also able print statements of customers and suppliers by "Print Statement Button".
User can see printed customer statement report.
Send Customer Statement Report
User can send customer statement report by mail.
User can see sent mail with attached statement report.
Print Customer Overdue Payment
User can print customer overdue payment report from button as shown figure.
Send Customer Overdue Payment
User can send customer overdue payment report from button as shown figure.
Send Due and OverDue Statement Separately Configuration
Goto Invoicing -> Configuration -> Settings in that user have options to display overdue statements 'Due Only','OverDue Only', and 'Both' statement.
Print Customer Due Payments
User can print customer due payments report by clicking "PRINT DUE PAYMENTS" button.
Customer Due Payments Report
User can see printed customer due payments report.
Send Customer Due Payments Report
User can send customer due payments report by mail by clicking "SEND DUE PAYMENT" button.
User can see sent mail with attached customer due payments report.
Statement Filter By dates
When there are many lines on statements then we provide extra feature to filter statement by date to see statement for certain selected period and easily print it for selected date range,This also print balance overdue and total amount overdue for selected date range.
Customer Statement Report With Date Filter
When you click on "Get statement" after applied the filter it will provide statement details for selected date range as shown in image.
Customer Statement Report with date filter.
Vendor Statement
User can find "Vendor Statement" tabs on vendor form view, User also can print vendor statements by clicking "PRINT VENDOR STATEMENT" button.
User can see printed vendor statement report.
Send Vendor Statement
User can send vendor statement report by mail by clicking "SEND VENDOR STATEMENT" button.
User can see sent mail with attached vendor statement report.
Print Vendor Due Payments
User can print vendor due payments report by clicking "PRINT DUE PAYMENTS" button.
Vendor Due Payments Report
User can see printed vendor due payments report.
Send Vendor Due Payments Report
User can send vendor due payments report by mail by clicking "SEND DUE PAYMENT" button.
User can see sent mail with attached vendor due payments report.
Print Vendor Overdue Payments
User can print vendor overdue payments report by clicking "PRINT OVERDUE PAYMENTS" button.
Vendor Overdue Payments Report
User can see printed vendor overdue payments report.
Send Vendor Overdue Payments Report
User can send vendor overdue payments report by mail by clicking "SEND OVERDUE PAYMENT" button.
User can see sent mail with attached vendor overdue payments report.
Vendor Statement Report With date filter
Vendor Statement Report can be seen with date filter.
Auto Send Customer Statement Mail
Enabling "Send Customer Statement" in Invoice settings lets you schedule statements to customers. Set a date and choose a period: "Monthly" sends last month’s statement, and "All" sends up-to-date statements. "Send Overdue Customer Statement" schedules overdue statements on a selected date.
Auto and overdue statements are sent to customers with a statement amount or overdue balance above zero. Use "Opt Automatic Statement Overdue Payment" for selected customers. Customers with "Opt Statement" checked are excluded.
User can also print statement report from here.
Weekly Statement Report
User can also print statement report from here.
User can also print statement report from here.
Monthly Statement Report
User can also print statement report from here.
User can also print statement report from here.
Customer Overdue Statement
User can also print statement report from here.
User can also print statement report from here.
Auto Send Supplier Statement Mail
In Invoice settings, enabling "Send Supplier Statement" lets you schedule statements to suppliers. Set a date and choose a period: "Monthly" sends last month’s statement, while "All" sends up-to-date statements. Enabling "Send Overdue Supplier Statement" schedules overdue statements to suppliers on the selected date.
Auto and overdue statements are sent automatically to suppliers with a statement amount or overdue balance greater than zero. You can enable "Opt Automatic Statement Overdue Payment" to send to selected suppliers. Suppliers with "Opt Statement" checked won't receive these reports.
User can also print statement report from here.
Weekly Statement Report
User can also print statement report from here.
User can also print statement report from here.
Monthly Statement Report
User can also print statement report from here.
User can also print statement report from here.
Supplier Overdue Statement
User can also print statement report from here.
User can also print statement report from here.
Statement in Portal Configuration
Under Invoicing > Configurations > Settings menu user have to enable "Customer Statement Portal" and "Supplier Statement Portal" option to show customer and supplier statements in portal.
Grant Portal Access to Customer/Supplier
Customer/Supplier Statements in the Port
Customer Statement in the Portal
User can view customer statements in the portal and also download and print customer statement directly through the portal.
Supplier Statement in the Portal
User can view supplier statements in the portal and also download and print supplier statement directly through the portal.
Overdue Customer Filter
There is a filter to find customer who have the "Total Overdue Amount" more than zero.
Send Overdue Payment Report
There is a filter to find customer who have the "Total Overdue Amount" more than zero.
Opt out Statement option to stop automatic statement and overdue payment send
When you select 'Opt Statement' checkbox for particular customer that time customer statements and overdue report won't send automatically to the customer.
When automatic statements and overdue statements don't have balance then statement won't send.
Email Sent to the Customers
You can see email has been sent with attachment to the customers.
Customer Custom Statements Menu
You can send customer statements manually to the customers with using customer custom statements menu.
Customer Custom Statements Wizard
Customers get notification while send customer statement manually with selection of duration.
Customer Custom Statements Wizard
You can select multiple customer and send mass statements to customers in single click with custom date range option
Send Customer Statement Email with Attachment
Sent Mail with Attached Statement Report
Customer Statement Report
Invoice Outstanding Report
Figure shows the menu for invoice outstanding report.
In this wizard you have to select journal for invoices, select start date and end date for Outstanding Report.You can print XLS report as well as PDF Outstanding report.
Invoice Outstanding XLS Report
Invoice Outstanding PDF Report
Version :
18.0.0.0
10 December 2024
Initial release of the app.
Can I Use this module with Odoo Online ?
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The module I bought doesn't work, What should I do ?
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In case any bugs or issue (Except data recovery)
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+91-6351620270
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Any abuse of this reporting system will be penalizedPoor reply
Than you for your explanation. However, I must disagree with your statement. I have purchased other third-party apps from different providers and never encountered these issues. This problem seems to be unique to Browseinfo apps.
If you are claiming that this is due to Odoo’s policy, please share the official Odoo policy you are referencing. It feels more like an excuse to avoid addressing the issue. If your team had the same level of expertise as other developers, you would acknowledge the problem and fix your apps to enhance their functionality for all users.
Unfortunately, it appears you are more interested in making customers pay extra for substandard apps instead of improving them.
Poor reply
Than you for your explanation. However, I must disagree with your statement. I have purchased other third-party apps from different providers and never encountered these issues. This problem seems to be unique to Browseinfo apps.
If you are claiming that this is due to Odoo’s policy, please share the official Odoo policy you are referencing. It feels more like an excuse to avoid addressing the issue. If your team had the same level of expertise as other developers, you would acknowledge the problem and fix your apps to enhance their functionality for all users.
Unfortunately, it appears you are more interested in making customers pay extra for substandard apps instead of improving them.
Thank you for your explanation. However, I must disagree with your statement. I have purchased other third-party apps from different providers and never encountered these issues. This problem seems to be unique to Browseinfo apps.
If you are claiming that this is due to Odoo’s policy, please share the official Odoo policy you are referencing. It feels more like an excuse to avoid addressing the issue. If your team had the same level of expertise as other developers, you would acknowledge the problem and fix your apps to enhance their functionality for all users.
Unfortunately, it appears you are more interested in making customers pay extra for substandard apps instead of improving them.
Disappointing experience as their apps are not compatible with each other
I had a very disappointing experience with this company. I purchased two apps, the bi_is_customer_is_vendor module and the bi_customer_overdue_statement module. Surprisingly, I couldn’t activate both apps together—only one could be activated at a time. When I reached out for support, the team responded unprofessionally, making jokes and demanding payment for assistance. I do not recommend anyone buy apps from this company.
Re: Disappointing experience as their apps are not compatible with each other
Hello Sir,
As per odoo rules, each app works independently sir.
If you want to use multiple apps together, you need to make them compatible AS PER ODOO POLICY.
And it is not only for Browseinfo apps, it is for any third party app.
We hope it is clear to you sir.
Regards