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Customer - Vendor Overdue Payments and Bank Statement Reports

by
Odoo

$ 82.53

v 19.0 Third Party
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
• Sales (sale_management)
Lines of code 1894
Technical Name bd_customer_statement
LicenseOPL-1
Websitehttps://www.beyondatagroup.com/
Versions 16.0 17.0 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
• Sales (sale_management)
Lines of code 1894
Technical Name bd_customer_statement
LicenseOPL-1
Websitehttps://www.beyondatagroup.com/
Versions 16.0 17.0 18.0 19.0

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.

DEMO VIDEO

Supported Editions

Customer/ Vendor Overdue Payments and Bank Statement Reports



Community

Enterprise

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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.


Screenshots

Customer/ Vendor Overdue Payments and Bank Statement Reports

Configuration

Customer Statement


  • Users can see the "Customer Statement" and "Vendor Statement" tabs on the customer or vendor form view.


    • Print Customer Statement Report

  • The Accounting User or Accountant can also print customer and supplier statements using the "Print Statement" button.


  • The user can view the printed customer statement report.


    • Send Customer Statement Report

  • The user can send the customer statement report by email.
  • The user can view the sent email with the attached statement report.


    • 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.

  • The user can view the sent email with the attached customer due payments report.


    • 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.


  • Customer Statement Report With Date Filter


    • 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.


  • The user can view the printed vendor statement report.


    • 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.


  • Vendor Statement Report With date filter


  • Vendor Statement Report can be seen with a date filter.


    • 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.


  • Enabling "Weekly Mail Sent" in the Accounting settings allows you to schedule customer statement emails. You can choose a specific day to send statements using the selected Statement Template.


  • Automatic and overdue statements are only sent to customers who have a statement amount or overdue balance greater than zero.
  • You can use the "Disable Email Sending" option to prevent specific customers from receiving these emails. Customers with the "Disable Email Sending" checkbox enabled will be excluded from automatic statement emails.


  • Weekly Statement Report Mail


  • The user can print the statement report by clicking the Print action on the specific customer record.


  • Monthly Statement Report Mail


  • The user can print the statement report by clicking the Print action on the specific customer record.

    • Support

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