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 Odpowiedzi

752 Widoki

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

Autor

..(moved to comment)

Hi,

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

Hope it helps.

Autor

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

Stwórz konto dzisiaj, aby cieszyć się ekskluzywnymi funkcjami i wchodzić w interakcje z naszą wspaniałą społecznością!

Powiązane posty	Odpowiedzi	Widoki
v18 Accounting Data Migration in From Main Company to Branch Company action configuration accounting	1 sie 25	145
Pay Vendor Bills by ACH Rozwiązane configuration accounting finance	1 maj 25	914
How to configure Chart of Accounts for Quebec Rozwiązane configuration accounting finance	2 gru 24	1270
Odoo partner for small budgets/projects Rozwiązane development configuration accounting finance	2 cze 25	904
Odoo for Slaughtering configuration accounting manufacturing finance	2 lut 25	1250