Hi All,
I want to send the customer statement in bulk.
how can I do that?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- Müşteri İlişkileri Yönetimi
- e-Commerce
- Muhasebe
- Envanter
- PoS
- Project
- MRP
Bu soru işaretlendi
Hi,
Odoo only lets you send statements individually.
For bulk sending, you have two good options:
Install an OCA module that extends statements with mass send features.
Or implement a custom server action / scheduled job that generates PDFs and sends them via email templates automatically.
- Automated Server Action / Scheduled Action
You can create a scheduled job that:
Loops through all customers with an open balance.
Generates the customer statement PDF (report_action).
Sends it by email using an email template.
Example (Python in server action / cron job):
partners = env['res.partner'].search([('customer_rank', '>', 0)])
for partner in partners:
# Generate statement report
pdf = env.ref('account_reports.action_report_partner_statement')._render_qweb_pdf([partner.id])[0]
attachment = env['ir.attachment'].create({
'name': f'Statement_{partner.name}.pdf',
'type': 'binary',
'datas': base64.b64encode(pdf),
'res_model': 'res.partner',
'res_id': partner.id,
'mimetype': 'application/pdf'
})
# Send email
template = env.ref('your_module.email_template_partner_statement')
env['mail.template'].browse(template.id).send_mail(partner.id, force_send=True)
For more information, refer to the following
OCA Module
* https://odoo-community.org/shop/partner-statement-4804#attr=2869
* https://odoo-community.org/shop/account-financial-reports-196#attr=942162
References
*https://www.cybrosys.com/blog/overview-of-customer-statement-in-odoo-18-accounting
* https://www.odoo.com/sl_SI/forum/pomoc-1/customer-statements-237640
Hope it helps
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Üye Ol