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.
| Technical Name: md_customer_outstanding_statement |
| License: OPL-1 |
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.
Our Services
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.