Customer/Supplier accounting statements and Customer Overdue Payments Odoo Apps offers you to view customers or vendor statements reports with overdue invoices and payment details and helps you to send statements of account reports by email to your customers and suppliers. Account Statement reports come with the due range tables with 0-30 days, 30-60 days,60-90, and 90+ days kind of range. This Odoo app also helps to print customer statements and overdue payments reports. An accountant will have the option to filter customer and supplier statements with a start date and end date this filter statement comes with opening balance before the start date selected on the filter for filter accounting statements. You can also print and send these filter statements too. Statements tab of customer and supplier both show the total due amount and total overdue amount balance, total due shows the total remaining due amount of customer or supplier, and total overdue amount shows the total which becomes overdue based on the payment term selected on invoices. After installing this Odoo modules/app you can print and send customer/supplier statements as well as print and send overdue payment reports by email. You can also send this overdue payment and statement automatically to your customer and vendors every month using the automatic send email feature.
Features
Account Statements of customers and suppliers.
Accounting User/Accountant can view and print account statements of customers and suppliers.
Sends statement through email.
Accounting User/Accountant can send Statements of customers and suppliers by email.
Sends overdue payment report to customers in Odoo.
When there are large records on statement modules provide that feature to filter statement by date. Also Allow to Print it .
Partner wise Ledger Report in Odoo.
As this module also provide feature to print Partner Ledger Report for single partner.
Send automatically customer statement in Odoo.
You can send customer statement and customer overdue statement to your customers on a specific date of month. You can also set customer statement period as monthly or complete
Statement filter by Date
When there are large records on statement apps provide that feature to filter statement by date. Also Allow to Print it .Customer Statement in Odoo
Customer and Vendor Statement Tab has been added on Customer and Vendor Form by this app. Also you can see total "Overdue Balance" and "Total Overdue Amount" shown under image.
Print Customer Statement Report
Accounting User/Accountant can also able print statements of customers and suppliers by "Print Statement Button" in Odoo.
Customer Statement Report in Odoo
Customer Statement Report With Date Filter
When you click on "Get statement" after applied the filter it will provide statement details for selected date range as shown in image.
Vendor Statement Report can be seen with date filter.
You can also print statement report from here.
Send Mail Automatically.
When you tick "Send Customer Statement" in invoice setting you can set date for when customer statement will be send to all customer and you can set period also like if monthly period is set than system will automatically send statement of last month and if All option is select than system will send customer statement till date. When you tick "Send Overdue Customer Statement" in invoice setting you can set date for when customer overdue statement will be send to all customer.
Sending Customer Overdue Statement Report in Odoo
User can send customer overdue payment from button, it will be sent using email also its attached overdue payment report with emails.
Sending Customer Statement Report in Odoo
Accounting User/Accountant can easily send statements of customers and suppliers by email "Send Statement" button in Odoo.
Customer Statement sent via Mail in Odoo
Invoice Outstanding Report in Odoo
In this wizard you have to select journal for invoices, select start date and end date for Outstanding Report.You can print XLS report as well as PDF Outstanding report.
