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

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/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 comes with the due range tables with 0-30 days, 30-60 days ,60-90 and 90+ days kind of range. This Odoo apps also helps to print overdue statement reports of customer. Accountant will have option to filter customer and supplier statements with start date and end date this filter statement comes with opening balance before the start date selected on filter for filter accounting statements. You can also print and send this filter statements too. Statements tab of customer and supplier both shows total due amount and total overdue amount balance , total due is show total remaining due amount of customer or supplier and total overdue amount shows the total which become overdue based on the payment term selected on invoices. After installing this Odoo modules/app you can print and send customer/supplier statement 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

statement1

Account Statements of customers and suppliers.

Accounting User/Accountant can view and print account statements of customers and suppliers.
Mail icon

Sends statement through email.

Accounting User/Accountant can send Statements of customers and suppliers by email.
Statement icon

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 .
Customer overdue statement

Partner wise Ledger Report in Odoo.

As this module also provide feature to print Partner Ledger Report for single partner.
Overdue statement

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
statement4

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.


Customer statements btn


Print Customer Statement Report

Accounting User/Accountant can also able print statements of customers and suppliers by "Print Statement Button" in Odoo.


Print customer statement


Customer Statement Report in Odoo


Browseinfo customer statement report


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.

Customer statement filter


Vendor Statement Report can be seen with date filter.

Vendor report statement


You can also print statement report from here.

Customer statement option


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.


Send overdue statement


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 send btn


Customer Statement sent via Mail in Odoo


Attached payment statement


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.


Print outstanding report

Leave a comment

Comment
Thank you for your attention, we will get back to you , your feedback is valuable to us..
How to manage customer Statement and  Overdue Payments Reports in Odoo ?