Customer Statement and Collection Ultimate
by Mohammed IT https://apps.odoo.com/apps/modules/browse?author=Mohammed%20IT$ 39.99
Customer Statement and
Collection Ultimate
Turn receivables into an organized collection process from professional statements and aging to promises, risk, dunning, disputes and SLA escalation.
Financial clarity meets collection execution
Give accounting, collectors and managers the same reliable customer receivable picture with controlled actions, complete history and executive visibility.
Professional Statements
Opening balances, movements, running balances, batch processing and branded customer PDFs.
Historical Aging
Due-date buckets and invoice-level residual analysis at the selected cutoff date.
Collection Cases
Stored receivable snapshots, ownership, stages, follow-ups and invoice drill-downs.
Promises to Pay
Commitments, partial payment recognition and clear kept, due or broken outcomes.
Credit Risk
Configurable limits, exposure, utilization and explainable customer risk scores.
Dunning and Disputes
Controlled reminders, dunning holds, credit-note handoff and SLA escalation.
A dashboard designed for action
Animated KPIs, aging, stages, collector performance, risk, reminder and dispute indicators with direct operational drill-downs.
Customer Statements That Are Ready to Send
Professional on-screen analysis with single, batch, PDF and Excel output.
Accurate Historical Aged Receivables
Analyze open items by due-date bucket without losing invoice-level transparency.
Prioritized Overdue Collection
Focus collectors on the right invoices, customers and next actions.
A Complete Collection Case Workspace
Ownership, current exposure, stored snapshots, follow-up warnings and customer history.
Promises and Customer Contact History
Track commitments, recognized payments, activities and outcomes in one timeline.
Control exposure before it becomes a loss
Explainable risk scoring, configurable credit limits and preview-first dunning help teams act consistently.
Customer Credit Exposure and Risk
See the score, limit, utilization and the exact factors contributing to risk.
Controlled Dunning Reminders
Preview, deliver, repeat and escalate reminders with company-specific policies and history.
Protect collection accuracy and accounting control
Disputed amounts are held out of dunning while resolution remains controlled by the required posted credit note or an authorized waiver.
Dispute-to-Credit-Note Accounting Handoff
Exact adjustment control without disturbing the original collection workflow.
Collection Activity History and Follow-up Control
Keep customer calls, emails, outcomes, collectors and next follow-up dates in one clear operational history.
PDF exports built for customers and management
Branded reports use clear company details, readable tables, controlled page orientation and standard Odoo report headers and footers.
Excel exports ready for analysis
Company branding, centered report identity, practical column widths and organized operational data provide a professional workbook experience.
How It Works
Move from reliable receivable visibility to controlled collection action in four practical steps.
Technical Highlights
A self-contained receivable and collection application built with standard Odoo technologies and accounting data.
Native Odoo 19
- Built with standard Odoo models, views, security, mail activities, scheduled actions, QWeb, OWL, JavaScript and SCSS.
- Uses live Accounting data and related operational collection records.
- Independent Customer Collections application with its own menus, workspaces, reports and branding.
Performance and Control
- Optimized aggregate calculations support responsive dashboard loading.
- Company-aware settings control credit limits, risk, dunning and dispute SLA automation.
- Stored case snapshots preserve a controlled receivable view with manual refresh and outdated warnings.
Professional Output
- PDF and Excel reports are generated directly by the module.
- No external dashboard platform, AI service or external Python library is required.
- Customer statements, aging, dashboard and collection workspaces share a professional export presentation.
Compatibility
Designed for Odoo 19 Community and Enterprise on Odoo.sh or on-premise deployments where the required standard Odoo applications are available. Odoo Online does not permit installation of third-party custom module code.
Community and Enterprise
No Enterprise-only dependency is required. Community-safe behavior is included.
Odoo.sh
Ready for managed source deployment, module upgrade and scheduled Odoo automation.
On-Premise
Reporting, settings, dashboards and automation remain inside Odoo with no external runtime dependency.
Secure, company-aware and upgrade-ready
Odoo 19
Designed for both Community and Enterprise without an Enterprise-only dependency.
Multi-Company
Company record rules, company settings and controlled scheduled automation.
Currency Aware
Company-currency receivable logic and dashboard conversion where required.
Support
Need implementation, customization, or technical support?
Developer: Mohammed IT
Email: mohammedkhoshnaw1710@gmail.com
Phone / WhatsApp: +964 750 499 2084
Website: Mohammed IT on Odoo Apps Store
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 5595 |
| Technical Name |
moh_customer_statement_collection |
| License | LGPL-3 |
| Website | https://apps.odoo.com/apps/modules/browse?author=Mohammed%20IT |
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