dear Odooers, Is Odoo capable (by default) to send automatically statement of account to customer at beginning of each month. this is a good practice existing in many other ERP (even small) that beginning of each, credit control initiate the following : 1) generate statement of account for each customer and send them automatically and 2) generate dunning letter for the due invoices (we have seen we can set up automatic send for this) but what about statement of account (1) ? thanks in advance f

Account receivable - automatic statement of account sent to partner at beginning of each month

Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

All apps

2 Réponses

864 Vues

dear Odooers,

Is Odoo capable (by default) to send automatically statement of account to customer at beginning of each month.

this is a good practice existing in many other ERP (even small) that beginning of each, credit control initiate the following :

1) generate statement of account for each customer and send them automatically
and 2) generate dunning letter for the due invoices (we have seen we can set up automatic send for this) but what about statement of account (1) ?

thanks in advance for your precious views on this.

best regarsd

Mourad

Auteur

..(moved to comment)

Hi,

You can use the following app for managing customer and vendor statements.

Hope it helps.

Auteur

thanks for quick reply, but does it mean that Odoo by default is not able to send statement of account to customer listing all outstanding amount?

an app is an alternative

Créez un compte dès aujourd'hui pour profiter de fonctionnalités exclusives et échanger avec notre formidable communauté !

S'inscrire

Publications associées	Réponses	Vues
v18 Accounting Data Migration in From Main Company to Branch Company action configuration accounting	1 août 25	397
Pay Vendor Bills by ACH Résolu configuration accounting finance	1 mai 25	997
How to configure Chart of Accounts for Quebec Résolu configuration accounting finance	2 déc. 24	1368
Odoo partner for small budgets/projects Résolu development configuration accounting finance	2 juin 25	1017
Odoo for Slaughtering configuration accounting manufacturing finance	2 févr. 25	1371