Odoo Help

Welcome!

This community is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.

0

is it possible to print(or send an email) paid and unpaid accounting details(complete statements of accounts) of a customer?

By
subbarao
on 1/21/15, 4:37 AM 702 views

like overdue payments of a customer, is it possible to print all accounting entries of a customers

 

thanks for advance.

0

Ray Carnes

--Ray Carnes--
15687
| 9 7 9
Greater Los Angeles, United States
--Ray Carnes--

Senior Odoo Analyst

OpenERP 6.1, 7.0 and Odoo 8.0, 9.0 (Since 2012)

Completed Functional and Technical Training.

Major Skills:

  • Needs Discovery and Requirements Analysis;

  • Function and Technical Specifications;

  • Project Planning;

  • Prototyping and Proof of concepts;

  • Data migration;

  • Configuration & Customization (UI and modules);

  • Integration - data, business logic and service levels;

  • Training and Knowledge transfer;

  • Go Live support;

  • Help desk;

  • Version Migration.

I have over 20 years of experience empowering and enabling users with enterprise information systems that make a real and measurable difference in their ability to proactively manage their businesses and organizations. 

Ray Carnes
On 1/21/15, 10:01 PM

Yes.

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/ 

thanks for replay to my question, what my question is i want to print all the accounting entries of a customer(due + undue)

subbarao
on 2/14/15, 3:25 AM

Your Answer

Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!

About This Community

This community is for professionals and enthusiasts of our products and services. Read Guidelines

Question tools

1 follower(s)

Stats

Asked: 1/21/15, 4:37 AM
Seen: 702 times
Last updated: 3/16/15, 8:10 AM