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Customer Statements

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Jean Pierre Farrell

Hi :)

Could anyone share insights or steps on how to generate and print customer statements efficiently within the Odoo platform?


Customer statements: The statement shows all transactions and the total invoiced to the customer for a particular date range. It also shows the amount the customer has paid and the amount outstanding at the end of the period specified.

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Ray Carnes (ray)
Best Answer

Overdue invoices you need to follow up on are available in Accounting ‣ Customers ‣ Follow-up Reports. By default, Odoo filters by Overdue Invoices, but you can also filter by In need of action in the Filters menu.

When selecting an invoice, you can see all of the customer’s unpaid invoices (overdue or not), with the due dates of late invoices appearing in red. You can exclude invoices from a reminder by clicking Exclude from Follow-ups. You can set either Automatic or Manual reminders as well as a Responsible person for that customer.

From https://www.odoo.com/documentation/17.0/applications/finance/accounting/payments/follow_up.html#follow-up-reports


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Devintelle Consulting Services Pvt Ltd
Best Answer

HI

Customer statement in odoo  you may find it below link


https://apps.odoo.com/apps/modules/16.0/dev_customer_statement_advance/


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