Customer Statements | Customer Overdue Payments | Vendor Bank Statements
by Odoo Sphere Solutions$ 56.98
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 2783 |
| Technical Name |
os_customer_vendor_statements |
| License | OPL-1 |
| Versions | 14.0 15.0 16.0 17.0 18.0 19.0 |
Customer Statement | Customer Overdue Payments | Vendor Bank Statements
Overview
The Odoo Apps for Customer/Vendor Accounting Statements and Overdue Payments is a robust tool that empowers businesses to efficiently manage financial transactions with their customers and vendors. This feature-rich application provides a comprehensive set of functionalities, allowing users to generate detailed statements, monitor overdue payments, and facilitate seamless communication. With customizable date range filtering, users can tailor statements to specific time frames, including an opening balance for a holistic view of financial positions. The app's automation features enable the automatic sending of statements via email, ensuring regular communication and transparency in financial dealings. The inclusion of total due and overdue amounts in the Statements tab enhances visibility into outstanding balances. Additionally, the option to grant portal access to customers and suppliers promotes self-service, enabling them to independently review their statements. Overall, this Odoo app contributes to a more streamlined and transparent financial workflow, providing businesses with a powerful tool for effective financial management.
Configuration
No additional configuration required
Features
- Users can easily access and view detailed accounting statements for both customers and suppliers.
- Statements are presented with due range tables, such as 0-30 days, 30-60 days, 60-90 days, and 90+ days, offering a clear overview of outstanding payments.
- The app facilitates the seamless distribution of account statements via email to customers and suppliers.
- Email automation allows for the regular sending of statements, promoting timely communication and transparency in financial dealings.
- Users can generate reports specifically highlighting overdue payments, aiding in the identification of outstanding amounts and facilitating efficient follow-up.
- Accountants have the flexibility to filter statements based on start and end dates, providing a customizable view of financial transactions within a specified time frame.
- Automate the process of sending customer and vendor statements, streamlining communication and ensuring regular updates without manual intervention.
Screenshots
User can access the Customer Statements/Vendor Statements tab from respective customer form view .
Use 'Print Statement' button to take the statements report.
Use 'Sent Statement' button to send the statements to customer.
Use 'Print Overdue Statement' button to take the overdue statements report.
Use 'Sent Overdue Statement' button to send the overdue statements to customer.
Utilize filter option to get the filtered customer statements. User can print/sent the filtered statements to the customer as well.
Use 'Monthly Customer Statements' button to take the monthly statements report.
Use 'Weekly Customer Statements' button to take the weekly statements report.
Use 'Print Vendor Statements' button to take the vendor statements report.
Utilize filter option to get the filtered vendor statements. User can print the filtered vendor statements.
User can directly access the statement record from Customer form view itself.
User can set different Scheduled actions from Accounting Settings. Like sending Overdue statements/Weekly Customer Statements/Monthly Customer statements etc...
User can send custom statements based on the filter.
Use "Exclude Auto Sent" button to exclude customer from sending scheduled statements automatically.
Use "Overdue Customers" filter to sort out the overdue customers.
Explore More !
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, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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