$ 44.42
| Required Apps |
•
Invoicing (account)
• Discuss (mail) |
| Technical Name |
account_customer_statement
|
| License | OPL-1 |
| Technical Name |
account_customer_statement
|
| License | OPL-1 |
Introduction
Enhance your financial communication and streamline your accounts receivable process with the Customer Account Statement module for Odoo. This comprehensive tool provides a simple and efficient way to generate, send, and manage detailed account statements for your customers. By offering a clear and professional summary of all transactions, including invoices, payments, and outstanding balances, this module helps to improve transparency, reduce payment delays, and foster stronger customer relationships. With features like automated sending and a dedicated customer portal, it is an essential asset for any business looking to optimize its financial workflow.
Key Features
Detailed Customer Statements: Generate comprehensive account statements that provide a clear summary of all transactions and outstanding balances.
Overdue Statements: Easily create and send statements that highlight overdue invoices to prompt timely payments. -- Automated Sending: Configure the system to automatically send statements to your customers on a daily, weekly, or monthly basis.
Customer Portal Integration: Allow your customers to view and download their account statements directly from the Odoo customer portal.
Multi-Channel Delivery: Send statements to your customers via email or WhatsApp for convenient and instant communication.
PDF and Excel Exports: Print and download customer statements in both PDF and Excel (XLS) formats for easy record-keeping and analysis.
Flexible Filtering: Filter statements by date range and payment status (e.g., Not Paid, In Payment, Paid) to get the exact information you need.
Mail Log History: Keep a complete record of all sent statements and communications in the mail log history.
Benefits
Improved Cash Flow: Encourage prompt payments and reduce the aging of your receivables with automated and clear account statements.
Enhanced Customer Relationships: Provide your customers with a transparent and professional overview of their account, reducing disputes and improving satisfaction. -- Increased Efficiency: Automate the entire process of generating and sending customer statements, saving valuable time for your accounting team.
Better Financial Visibility: Gain a clear and up-to-date overview of your accounts receivable and customer payment statuses.
Streamlined Communication: A centralized and automated system for all your customer statement communications.
Empower Your Customers: Provide your customers with self-service access to their account information through the Odoo portal, reducing the need for manual inquiries.
Compatibility & Technical Details
Required Modules: Invoicing (account), Discuss (mail)
License: OPL-1
Technical Name: account_customer_statement
Installation: To install this module, add the module folder to your Odoo addons path. In developer mode, update the app list from the Apps menu and click on the "Install" button.
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.