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Can anyone assist with advice or a report template for generating an account activity statement for customers?

By
Henk Smith
on 4/16/15, 4:31 PM 1,103 views

Can anyone assist with advice or a report template for generating an account activity statement for customers?


 We are used to sending our customers an account statement at month end that reflects their invoices, credits, payments and aged balances due and I cannot find this anywhere in Odoo

From the Customer View you should have on the print menu and option to print customer ledger which will give you the full transactions. You can also use the Financial Reports - Webkit

Emad Jaddou
on 5/7/15, 11:15 AM
0
Mayur Maheshwari
On 8/22/15, 12:48 PM

HI, For Print customer statement you can take a below link

  Print customer account statement in Odoo

Hope It Helps !!!

0

Brett Lehrer

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--Brett Lehrer--
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Brett Lehrer
On 4/16/15, 7:29 PM

This is part of the account_followup module.  One of the features is a customer account statement that details all outstanding activity on receivable accounts in their name.  From the partner record, there is a "Payment Follow-up" sub-tab that shows this information.

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Asked: 4/16/15, 4:31 PM
Seen: 1103 times
Last updated: 8/22/15, 1:15 PM