Customer/Supplier financial accounting Statement Odoo apps offers you to view customers or suppliers statements reports with overdue invoices details and helps you to send statements of account reports by email to your customers/suppliers 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 invoice and overdue statement reports of customer 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. You can give the portal access to the specific customer/supplier to see the statement in portal.
Features
1) Customer/Supplier Statements
View/Print/Send by email Customer and Supplier statements with all transaction.
2) Customer Overdue/Due Payments Details Report
User can able to generate Customer Overdue/Due Payment report easily for overdue/due invoices and send it by email.
3) Partner wise Ledger Report
As this module also provide feature to print Partner Ledger Report for single partner.
4) Customer/Supplier Statement send by Email
You can send overdue statement by email to customer/supplier
5) Auto Send Monthly Statement to Customers/Suppliers
Monthly customer/supplier statement automatically sent to customer/supplier on configured date.
6) Auto Send Weekly Statement to Customers/Suppliers
Weekly customer/supplier statement automatically sent to customer/supplier on configured day of week.
7) Auto Send All Statement to Customers/Suppliers
All statements of customers/suppliers will sent to him on selected date.
8) Opt Statement Option
Opt Statement option is available if user do not wants to send auto statement by mail.
9) Account Statement in Portal Configuration
User have access to enable/disable 'Customer/Supplier Statement Portal' option.
10) Customer/Supplier Statement in the Portal
User can show and download/print customer/supplier statement from the portal.
Display Customer Due/Overdue Statement
Goto Invoicing -> Configuration -> Settings in that user have options to display customer 'Only Due','Only Overdue', and 'Both' statement
Customer Statement
User can find "Customer Statement" and "Supplier Statement" tabs on customer/supplier form view, User also can see "Total Overdue Amount" and "Balance Due"
Send Customer Statement Report
User can send customer statement report by mail by clicking "SEND STATEMENT" button.
Auto Send Weekly Customer Statement
Under Invoicing > Configurations > Settings menu user have to enable "Send Customer Statement" and select "Period" as "Weekly" and select "Weekly Send Day".
User can choose "Transactions Display" as "All Transactions" or "Only Open Transactions" to send customer statements.
Auto Send Monthly Customer Statement
Under Invoicing > Configurations > Settings menu user have to enable "Send Customer Statement" and select "Period" as "Monthly" and enter "Statement Date"
Supplier Statement
User can find "Supplier Statement" tabs on vendor form view, User also can print supplier statements by clicking "PRINT SUPPLIER STATEMENT" button.
Auto Send Weekly Supplier Statement
Under Invoicing > Configurations > Settings menu user have to enable "Send Supplier Statement" and select "Period" as "Weekly" and select "Weekly Send Day".
User can choose "Transactions Display" as "All Transactions" or "Only Open Transactions" to send supplier statements.
