Customer Statement and Customer Overdue Payments Reports Odoo

by
Odoo          
v 12.0 Third Party 48

129.00 €

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Technical name bi_customer_overdue_statement
LicenseSee License tab
Websitehttp://www.browseinfo.in
Read description for v 11.0 v 10.0 v 9.0 v 8.0

Customer/Supplier Statement and Customer Overdue Payments Reports With Automatic Email Send Feature.

Customer and Supplier Statement and Customer Overdue Payments offers you to view customers or suppliers statements with overdue invoices details and generate overdue payment reports also helps you to send statements and overdue payment reports by email to your customers/suppliers with automatic email send feature.

key features:

  • Accounting User/Accountant can View and Print Account Statements of customers and suppliers.
  • Accounting User/Accountant can send Statements of customers and suppliers by email.
  • Accounting User/Accountant can send overdue payment report to customers.
  • When there are large records on statement we provide that feature to filter statement by date and print it or send it to customers easily by mail.
  • Generate Partner Wise Partner Ledger Report.
  • Send automatically customer statement and customer overdue statement with specific interval.

Customer and Supplier Statements.

View/Print/Send by email Customer and Supplier statements with all transaction.

Support For 90 Days

As this module is very useful for all type of Industries. You can contact us for any Query regarding this Module.

Statement filter by Date

When there are large records on statement modules provide that feature to filter statement by date.Also Allow to Print it

Partner wise Ledger Report

As this module also provide feature to print Partner Ledger Report for single partner.

Send automatically customer statement

You can send customer statement and customer overdue statement to your customers on a specific date of month.

You can also set customer statement period as monthly or complete statement.

Customer Overdue Payments Details Report

User can able to generate Customer Overdue Payment report easily for overdue invoices and send it by email.See attached example.

How to use

Customer and Vendor Statements

Customer Statement

Customer and Vendor Statement Tab has been added on Customer and Vendor Form by this app. Also you can see total "Overdue Balance" and "Total Overdue Amount" shown under image.


Print Customer Statement Report

Accounting User/Accountant can also able print statements of customers and suppliers by "Print Statement Button".



Customer Statement Report


Supplier Statement

Accounting User/Accountant can also able print Statements of customers and suppliers by "Print Statement Button".


Supplier Statement Report


Print Customer and Vendor statements with date filter.


Statement Filter By dates

When there are many lines on statements then we provide extra feature to filter statement by date to see statement for certain selected period and easily print it for selected date range,This also print balance overdue and total amount overdue for selected date range.


When you click on "Get statement" after applied the filter it will provide statement details for selected date range as shown in image.


Customer Statement Report With Date Filter



Report


Vendor Statement Report With Date Filter



Report


Send mail automatically or from the button


When you tick "Send Customer Statement" in invoice setting you can set date for when customer statement will be send to all customer and you can set period also like if monthly period is set than system will automatically send statement of last month and if All option is select than system will send customer statement till date.

When you tick "Send Overdue Customer Statement" in invoice setting you can set date for when customer overdue statement will be send to all customer.



Sending Customer Statement Report

Accounting User/Accountant can easily send statements of customers and suppliers by email "Send Statement" button.


Customer Statement sent via Mail


Filter Customer Statement sent via Mail


Outstanding Report


Figure shows the menu for invoice Outstanding Report.


Invoice Outstanding Report Wizard.

In this wizard you have to select journal for invoices, select start date and end date for Outstanding Report.
You can print XLS report as well as PDF Outstanding report.


Print Excel Report.

By click on Print Excel button you can see the wizard from which you can download the excel report.

You can download outstanding Invoice report from here.


Excel Outstanding Invoice Report.

Print PDF Report.

By click on Print PDF button you can see PDF Outstanding Invoice Report will be printed.


Free Support

You will get 90 Days free support incase any bugs or issue (Except data recovery).

At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on sales@browseinfo.in or raise a ticket on support.

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.

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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
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