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/
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
|Asked: 1/21/15, 4:37 AM|
|Seen: 683 times|
|Last updated: 3/16/15, 8:10 AM|