Customer Statement and Customer Overdue Payments Reports Odoo

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Customer Statement and Customer Overdue Payments
Reports in Odoo
Browseinfo

• Sensing your needs

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App Features

• Account Statements of customers and suppliers.

Sends customer statement report through email.
Partner wise Ledger Report
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App Features

• Send automatically customer statement.

Statement filter by Date
Sends Customer overdue payments report to
customers.
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App Uses

• 1) To view customers or vendor statements
  reports with overdue invoices and payment details
• 2) To send statements of account reports by email
  to your customers and suppliers
• 3) To print customer overdue statement reports

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App Uses

• 4) To send overdue payment and statement report
  automatically to your customer and vendors every
  month using the automatic send email feature
• 5) To filter customer and supplier statements
  with start date and end date
• 6) To print and send this filter statements too

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Lets see How this App works
customer statement and payments report in odoo
Find Video Tutorial here
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Customer Statement

• User can find "Customer Statement" and "Vendor
  Statement" tabs on customer/vendor form view.

Find this App related article here
customer statement management in odoo
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Print Customer Statement Report

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

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User can see printed customer statement report.

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Send Customer Statement Report

• User can send customer statement report by mail.

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Print Customer Overdue Payment

• User can print customer overdue payment report
  from button as shown figure.

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Send Customer Overdue Payment

• User can send customer overdue payment report
  from button as shown figure.

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Statement Filter By dates

• When there are many lines on statements then we
  provide extra feature to filter statement by date
  to see statement for certain selected period and
  easily print it for selected date range,This also
  print balance overdue and total amount overdue
  for selected date range.

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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.

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Supplier Statement

• Accounting User/Accountant can also able print
  Statements of customers and suppliers by "Print
  Statement Button".

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Auto Send Statement Mail

• When you tick "Send Customer Statement" in
  invoice setting you can set date for when
  customer statement report 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 then 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 Reports will be send to all customer.

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User can also print statement report from here.
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Overdue Customer Filter

• There is a filter to find customer who have the
  "Total Overdue Amount" more than zero.

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Invoice Outstanding Report
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Invoice Outstanding Report

• In next 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.

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Conclusion

• By using this Odoo app you can easily print
  statement and payment reports in Odoo.
• More simplicity and flexibility
• This app is available in many updated version
  like V13, V12, V11, V10, V9, V8.

• Find this app here

Customer overdue payment report
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Sensing your needs
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