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Customer Statements | Customer Overdue Payments | Vendor Bank Statements
v17.0.3.4.4 Extra Tools OPL-1

Customer Statements | Customer Overdue Payments | Vendor Bank Statements

by Odoo Sphere Solutions
4.7 · installs
$ odoo install os_customer_vendor_statements
Customer Statements | Customer Overdue Payments | Vendor Bank Statements

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os_customer_vendor_statements
Community
Enterprise
Odoo.sh

Customer Statement | Customer Overdue Payments | Vendor Bank Statements

Overview

The Odoo Apps for Customer/Vendor Accounting Statements and Overdue Payments is a robust tool that empowers businesses to efficiently manage financial transactions with their customers and vendors. This feature-rich application provides a comprehensive set of functionalities, allowing users to generate detailed statements, monitor overdue payments, and facilitate seamless communication. With customizable date range filtering, users can tailor statements to specific time frames, including an opening balance for a holistic view of financial positions. The app's automation features enable the automatic sending of statements via email, ensuring regular communication and transparency in financial dealings. The inclusion of total due and overdue amounts in the Statements tab enhances visibility into outstanding balances. Additionally, the option to grant portal access to customers and suppliers promotes self-service, enabling them to independently review their statements. Overall, this Odoo app contributes to a more streamlined and transparent financial workflow, providing businesses with a powerful tool for effective financial management.

Configuration

No additional configuration required

Features

  • Users can easily access and view detailed accounting statements for both customers and suppliers.
  • Statements are presented with due range tables, such as 0-30 days, 30-60 days, 60-90 days, and 90+ days, offering a clear overview of outstanding payments.
  • The app facilitates the seamless distribution of account statements via email to customers and suppliers.
  • Email automation allows for the regular sending of statements, promoting timely communication and transparency in financial dealings.
  • Users can generate reports specifically highlighting overdue payments, aiding in the identification of outstanding amounts and facilitating efficient follow-up.
  • Accountants have the flexibility to filter statements based on start and end dates, providing a customizable view of financial transactions within a specified time frame.
  • Automate the process of sending customer and vendor statements, streamlining communication and ensuring regular updates without manual intervention.

Screenshots

User can access the Customer Statements/Vendor Statements tab from respective customer form view .

Use 'Print Statement' button to take the statements report.

Use 'Sent Statement' button to send the statements to customer.

Use 'Print Overdue Statement' button to take the overdue statements report.

Use 'Sent Overdue Statement' button to send the overdue statements to customer.

Utilize filter option to get the filtered customer statements. User can print/sent the filtered statements to the customer as well.

Use 'Monthly Customer Statements' button to take the monthly statements report.

Use 'Weekly Customer Statements' button to take the weekly statements report.

Use 'Print Vendor Statements' button to take the vendor statements report.

Utilize filter option to get the filtered vendor statements. User can print the filtered vendor statements.

User can directly access the statement record from Customer form view itself.

User can set different Scheduled actions from Accounting Settings. Like sending Overdue statements/Weekly Customer Statements/Monthly Customer statements etc...

User can send custom statements based on the filter.

Use "Exclude Auto Sent" button to exclude customer from sending scheduled statements automatically.

Use "Overdue Customers" filter to sort out the overdue customers.

Legal

License

Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE

Terms

Terms and conditions

OdooSphere Apps Terms & Conditions

By purchasing an app from OdooSphere, the customer agrees to the following terms.

Payment

All payments must be completed immediately through the website checkout. Orders are processed only after successful payment confirmation from the payment provider.

Delivery

After payment confirmation, the purchased module will be delivered digitally as a ZIP file through email or the customer portal, where applicable.

Support Period

Each purchased app includes 90 days of free support from the purchase date.

  • Help during the installation process
  • Assistance with module setup and basic configuration
  • Bug fixes related to the purchased module
  • Guidance for using the app as described on the product page

Support Exclusions

  • Custom feature development
  • Changes for special business workflows
  • Odoo server setup, hosting, or deployment issues
  • Conflicts caused by third-party modules
  • Migration to another Odoo version unless clearly included
  • Issues caused by direct changes to the module source code
  • Training, data entry, or consulting beyond the purchased app scope

Compatibility

Apps are provided for the Odoo versions mentioned on the product page. The customer is responsible for selecting the correct Odoo version before purchase.

Refund Policy

Since apps are digital products delivered after payment, purchases are generally non-refundable. Refunds may be considered only if payment was duplicated, the ZIP file was not delivered, or the app cannot work on the listed compatible Odoo version due to a confirmed issue in the delivered module.

License & Usage

The purchased app is licensed for use by the purchasing customer or company. Reselling, redistributing, publishing, or sharing the module with third parties is not allowed without written permission from OdooSphere.

Updates

Free updates are not guaranteed unless specifically mentioned on the product page. Bug fixes within the 90-day support period may be provided when the issue is confirmed to be caused by the purchased app.

Limitation of Liability

OdooSphere is not responsible for business losses, data loss, downtime, third-party service issues, or problems caused by incorrect installation, custom changes, or incompatible modules.

Contact: odoosphere10@gmail.com

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