| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 748 |
| Technical Name |
sim_dynamic_customer_statement |
| License | AGPL-3 |
| Website | https://simbeez.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 748 |
| Technical Name |
sim_dynamic_customer_statement |
| License | AGPL-3 |
| Website | https://simbeez.com/ |
Dynamic Customer Statement Report
The Dynamic Customer Statement module for Odoo enables businesses to generate accurate, real-time customer account statements with enhanced flexibility and control. This app allows users to view and print customer statements dynamically based on selected date ranges, customers, and transaction types, ensuring complete visibility of receivables and outstanding balances. The statement automatically reflects invoices, payments, credit notes, and refunds, providing a consolidated financial view without manual calculations. Designed for accounting and finance teams, the module improves transparency, reduces reconciliation effort, and supports better customer communication by delivering clear, professional, and up-to-date customer statements directly from Odoo.
Key Features
Effortless Tracking
Seamlessly track pending transactions and gain real-time insights into customer invoicing.
Real-time Insights
Access live reports with starting and ending balances, invoice details, debits, and credits for specified periods.
Customizable Reporting
Enables users to easily create tailored customer statement reports, improving transparency and efficiency.
PDF Report Generation
Easily generate reports in PDF format for convenient sharing and storage.
Set Up & Configurations
Download and install the Dynamic Customer Statement Report module from the Odoo App Store.
Work Flow
Go to Accounting > Customers > Customers, open a customer, assign the salesperson in the Sales & Purchase section, and click Save.
Dive into the Accounting module with the confidence of a seasoned pro. Navigate to the Reporting Menu and zero in on the Dynamic Customer Statement option.
As you click on Dynamic Customer Statement, a sleek pop-up materializes. Here's where the magic happens. Set your desired duration, handpick your customer, and with a flourish, hit "Generate Statement" to summon up a dynamic report that's as swift as it is insightful.
Now that you've summoned the report, it's time to dive deep. Click on that report and unlock a treasure
trove of insights that will guide your sales strategies with unparalleled clarity.
But wait, there's more! We've equipped you with a Reload button for real-time updates. Keep your data
fresh and your decisions sharper than ever.
You can also Change the Dates of Multiple Customers in the Reports by Selecting multiple customers > Clicking on the Action button and selecting Change dates.
Need a tangible copy of your insights? No problem. Simply click on the Settings Icon, select "Dynamic Customer Statement" and watch as your personalized PDF masterpiece comes to life.
Gaze upon your PDF creation, packed with an accounting summary, current month's invoices, opening and closing balances, a comprehensive last 6-month aging report, and a grand total of older months!
Frequently Asked Questions (FAQs)
This module helps generate real-time customer account statements that include invoices, payments, credit notes, and outstanding balances in a single consolidated view.
Yes, you can generate statements dynamically based on selected customers and specific date ranges for accurate financial analysis.
Yes, the statement reflects the latest accounting entries, ensuring up-to-date and accurate customer balances without manual reconciliation.
Yes, the generated customer statements can be printed directly from Odoo in a professional format.
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