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121.02

v 18.0 Third Party 23
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Sales (sale_management)
Invoicing (account)
Lines of code 1907
Technical Name dev_customer_statement_advance
LicenseSee License tab
Websitehttp://www.devintellecs.com
Versions 13.0 14.0 15.0 16.0 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Sales (sale_management)
Invoicing (account)
Lines of code 1907
Technical Name dev_customer_statement_advance
LicenseSee License tab
Websitehttp://www.devintellecs.com
Versions 13.0 14.0 15.0 16.0 17.0 18.0

Customer Statement Advance

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Customer Statement Advanced Odoo application offers enhanced features for generating and managing customer statements. It allows you to print detailed customer statements in PDF or Excel format, providing flexibility and clarity in financial reporting. From the customer screen, users can generate and export statements effortlessly. Features include the ability to print statements by month, filter customers with due balances, and send statements directly via email. Advanced options such as hiding due dates or descriptions, printing last 12-month aging, and adding greetings or terms enhance customization. Statements can also be ordered in ascending order for better readability.

The application supports aging calculations by invoice date or due date and provides automated email functionality with customizable templates. Access rights ensure that only authorized users with "Show Customer Statement" permissions can generate or print statements, ensuring secure operations. This app is a powerful tool for businesses aiming to streamline customer statement processes and improve communication.

Community Enterprise Odoo.sh

Features

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  • Generate Customer Statement on Customer Screen.
  • Easy to Export customer statement report.
  • Easy to print customer statement pdf report.
  • Easy to Send Customer Statement on Customer Email.
  • Easy to print customer statement by Month.
  • Easy to Filter Partner who have due balance and print statement.
  • Give Show Customer Statement access right to print customer statement, only user with this group can print customer statement.
  • Hide due date into the customer statement report.
  • Hide description into the customer statement report.
  • Print last 12 month aging into customer statement report.
  • Print customer statement into ascending order.
  • Print greetings into the customer statement report.
  • Print terms into the customer statement report.
  • Aging by invoice date or due date into customer statement report.
  • Automatically send customer statement into email to the customer, select email template of your choice also into automatic sending process.

Computed Records

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Give access right to print customer statement

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Aging by invoice date

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Print pdf and excel report

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Use this button to send customer statement in email to the customer

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Customer statement ascending order

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Print pdf and excel report

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Print last 12 month aging

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Print pdf and excel

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Hide description and due date

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Print terms

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Print greetings

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Automatically send statement to customer

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Cron to send automatic statement to customer

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Customer statement mail sent to customer using cron

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Print multiple customer statement

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Customer statement print by window

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Print based on date

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Print based on month

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You can also change this setting into statement window

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You can also print due partner statement

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Version 1.0 | Released on : 13th February 2024

Initial Release.
  • Is this app compatible with Odoo Enterprise?
    • Yes, our app works with Odoo Enterprise as well as Community.
  • If need of customization in this app, How can i contact ?
    • Please contact us on odoo@devintellecs.com
  • Do i get free support?
    • Yes, you will get free support for 90days.
  • Do i get free updates?
    • Yes, you will get free updates for lifetime.
  • Do i have to buy this module for each version ?
    • Yes, you have to buy this module for each version.

Support

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support
DevIntelle will provide FREE 90 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this app. This is applicable from the date of purchase.

Why Us?

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logo
DevIntelle Consulting Services Pvt Ltd is an Odoo service provider India/USA based consulting company with 12+ years of experience. We provide a wide range of services, including implementation, customization, migration, support, and training. Devintellecs experienced team of Odoo can help you get the most out of your Odoo ERP system and achieve your business goals.

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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,
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ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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