Odoo is the world's easiest all-in-one management software. It includes hundreds of business apps:
CRM | e-Commerce | Accounting | Inventory | PoS | Project management | MRP | etc.
is it possible to print(or send an email) paid and unpaid accounting details(complete statements of accounts) of a customer?
like overdue payments of a customer, is it possible to print all accounting entries of a customers
thanks for advance.
When a Customer has at least one overdue Invoice, there are two buttons on the PAYMENT FOLLOWUP tab of the Customer record (form view) that provide this.
SEND OVERDUE EMAIL - sends an email like:
PRINT OVERDUE PAYMENTS - generates a PDF with the same information.
For multiple Customers at a time, nagivate to Accounting --> Payment Followup for options to generate statements for all Customers with at least one overdue Invoice; to email and generate letters and to reconcile payments and invoices if required.
Be sure to review the Followup Levels that manage all of this at Accounting --> Configuration --> Followup Levels:
For more background, review the documentation at https://doc.odoo.com/book/3/3_6/managing_accounts/
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|Asked: 1/21/15, 4:37 AM|
|Seen: 869 times|
|Last updated: 3/16/15, 8:10 AM|