| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 483 |
| Technical Name |
customer_statement_sale_orders |
| License | OPL-1 |
| Versions | 16.0 17.0 18.0 |
Customer Statement Based On Sale Orders
| Community | Enterprise | Odoo.sh |
This module helps to generate and print a PDF report for sales statements of customers.
Features
- Generate reports between any date range.
- Generate reports for this year, last 6 months or last year.
- Select multi customers to print sales statements for them.
- Containing all customer sales with invoices details and payments.
- Filter to print out other invoices(not related to any sale order) or unreconciled payment(not related to any invoice).
- The report can be generated in English or Arabic.
Requirements
- Enable "Allow to print sale order statement" in user access rights.
- Go to customers → choose customer and click on 'Action' → 'Sales Statement'.
- Select report period:
- All time: prints all sales data on any date
- This financial year
- Last 6 months
- Last year
- Custom: select from, to date.
- Click on 'Generate Report'
Report Details
- Bank Accounts: company bank accounts
- Sale Amounts
- Total amount: total amount of sales
- Amount paid: total amount paid out of sales
- Balance due: invoiced amount not paid
- Balance not due: not yet invoiced
- Total Balance: outstanding sales amount(Total amount - Paid)
- Sale orders
- Sale order
- Any invoice related to this sale order
- Any payment related to this sale order
- Other invoices: any invoice belonging to the customer and not related to a sale order
- Unreconciled Payments: any payment belonging to the customer and not related to a invoice
PDF-English
PDF-Arabic
For more features or help, Please Contact us:
Email: justtryforinfo@gmail.com
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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The module works great and maintains the layout, colors and logos that are also in the invoice thus maintaining our brand presence. The development team were able to assist in sorting out a minor issue we had while installing the module. Very good support (less than 1 hour) , definitely worth looking into.
The module works great and maintains the layout, colors and logos that are also in the invoice thus maintaining our brand presence. The development team were able to assist in sorting out a minor issue we had while installing the module. Very good support (less than 1 hour) , definitely worth looking into.