How to manage customer Statement and Overdue Payments Reports in Odoo ?

Customer/Supplier Statement and Customer Overdue Payments Reports With Automatic Email Send Feature

Customer and Supplier Statement and Customer Overdue Payments offers you to view customers or suppliers statements with overdue invoices details and generate overdue payment reports also helps you to send statements and overdue payment reports by email to your customers/suppliers with automatic email send feature in Odoo.

Features

Account Statements of customers and suppliers in Odoo.

Accounting User/Accountant can view and print account statements of customers and suppliers in Odoo.

Sends statement through email in Odoo.

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

When customer overdue payment has been sent it will be sent using following content on 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.



Leave a comment

Comment
Thank you for your attention, we will get back to you , your feedback is valuable to us..