Customer Account Statement for Odoo | Statement of Account and Aging Reports
by DevIntelle Consulting Service Pvt.Ltd https://www.devintellecs.com$ 90.50
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Purchase (purchase) • Sales (sale_management) |
| Lines of code | 9168 |
| Technical Name |
dev_customer_statement_advance |
| License | LGPL-3 |
| Website | https://www.devintellecs.com |
| Versions | 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Purchase (purchase) • Sales (sale_management) |
| Lines of code | 9168 |
| Technical Name |
dev_customer_statement_advance |
| License | LGPL-3 |
| Website | https://www.devintellecs.com |
| Versions | 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
Customer & Vendor Account Statement Advance
Customer Account Statement Advance Odoo App gives your
accounts team a clear, professional way to show partners exactly what they owe
and have paid. Open any customer or vendor and a statement tab shows the opening
balance, invoices, payments, and closing balance at a glance, with the matching
lines right below.
You decide what the statement covers: a single as-on date snapshot or a chosen
period, by month or a custom range. Built-in aging analysis groups outstanding
amounts into current and overdue buckets, so it is easy to see what is late and
by how long. When the statement looks right, preview it, email it to the partner,
or print a polished PDF or Excel file, and a history log records what was sent.
For busy teams, print or email many partners at once, narrow the list to those
with a due balance, and let scheduled monthly or weekly emails go out on their
own. It is built for accounts receivable and payable teams that chase payments
and keep partners informed.
Features
On-Screen Statement Summary
Open any partner to see opening balance, total invoices, total payments, and closing balance, with the matching invoice lines, all on one screen.
As-On or Date Range
Show outstanding balances as of a single date, or a statement for a chosen month or custom period, whichever the situation calls for.
Customer and Vendor Statements
Produce statements for customers (receivables) or vendors (payables), each showing the right invoices, bills, refunds, and payments.
Built-In Aging Analysis
Group outstanding amounts into current and overdue buckets (30, 60, 90, 120+ days) by invoice or due date, so late balances stand out.
Professional PDF and Excel
Print a clean PDF statement or a formatted spreadsheet, each with summary, invoice lines, closing balance, and an aging table.
Email with Preview and Log
Preview a statement, send it to the partner with the balance and attachment, and keep a history of when each was sent and to whom.
Bulk and Due-Only Printing
Print or email many partners at once, and narrow the list to only those who carry an outstanding balance to save time.
Scheduled Statement Emails
Set statements to go out automatically every month or week, skipping zero-balance partners and respecting a minimum balance.
Receivables Dashboard
Review every partner's invoices, payments, balance due, and last sent date in one list, with quick preview, print, and send actions.
Statement Customization
Show or hide due date, credit terms, and currency, add a terms or bank-details footer, and place your logo to match your brand.
Statement on the Customer Screen
Open any customer to find a statement tab with options, action buttons, and a summary. Before you compute it, the balances simply show zero.
Computed Statement Summary
After computing, the summary fills in with opening balance, total invoices, total payments, and closing balance, next to the matching invoice lines and aging.
Statement Actions
From the same screen, preview the statement, send it by email, print the PDF or Excel file, or open the aging view, each in a single click.
Statement Preview
A preview window shows the summary cards, aging analysis, and transaction list, so you can check everything before you print or email it.
Send Statement by Email
Email the statement to the customer with the outstanding balance shown and the document attached, ready to review and send.
PDF Statement of Account
A clean PDF statement with the summary block, invoice lines, a highlighted closing balance, and an aging summary table.
Excel Statement of Account
The same statement as a formatted spreadsheet with summary, invoice table, closing balance, and aging row, ready for further analysis.
Aging Report Options
Choose an as-of date, the aging basis, and customer filters, then view the aging report on screen or export it to PDF or Excel.
Statement Dashboard
A dashboard listing each customer with invoices, payments, balance due, and the last sent date, plus quick preview, print, and send actions.
Version 1.0 | Released on : 13th February 2024
-
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
Why Us?
Devintelle Odoo Services
Connect Us
Please log in to comment on this module