Odoo Implementation
Customer Statement
In the "Customer Statement" module, users can access account statements for any customer by selecting the 'View' button. They have the flexibility to filter records by days or months for precise viewing. Additionally, users can generate PDF versions of these statements by simply choosing the 'Export PDF' option, providing versatile document output for financial analysis and record-keeping.
Key Features
PDF Statements
Statements of Account
Export to PDF
Viewing Statements
Compatibility and Integration
free support for 90 days
To enable "Use Outstanding Statements" access User Settings and activate the toggle switch for this feature.
In the Accounting section's Customer menu, select a customer from the list view, then click 'Customer Outstanding Statements' in the Actions menu.
In the 'Customer Outstanding Statements' pop-up, choose the aging method like "Age by Days". Then, click the 'View' button.
Users will have visibility into the 'Statements of Account' organized by days.
choose the aging method, such as "Age by Months" and proceed to open the view.
Users will have visibility into the 'Statements of Account' organized by months.
Users can obtain account statements in PDF format by simply clicking the 'Export PDF' button.
In the Accounting section's Customer menu, When you click 'Send Report' button in Customer, it will send the mail to the customer.
Here is customer mail with attached report.
Version 17.0.1.0 | Released on : 10thJune 2024
Initial
Initial Release.
- Yes, this app works perfectly with Odoo Community.
- Yes, this app works perfectly with Odoo Enterprise.
- Navigate to the 'Customer Statement' module and select the desired customer. Click on the 'View' button to access their account statements.
- Yes, you can. After selecting a customer, choose to view statements by days or months, providing tailored record visibility.
- Simply select 'Export PDF' within the module to generate and download the customer's account statements in PDF format.
- Yes, the module is easy to install and use, and can be configured according to the specific needs and preferences of the seller.
- Please Contact Us at info@mindphin.com to request customization.
- Yes, we provide free support for 90 days.
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