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Invoice Summary Report By AlmightyCS

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Required Apps Invoicing (account)
Discuss (mail)
Technical Name acs_invoice_summary
License OPL-1
Also available in version 17.0 16.0
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Technical Name acs_invoice_summary
License OPL-1
Also available in version v 17.0 v 16.0

Introduction

Gain greater control and clarity over your billing cycle with the Invoice Summary Report module for Odoo. This essential accounting tool is designed to provide a comprehensive overview of your invoicing activities. It allows you to generate consolidated summary reports for customers, giving you a clear picture of sales, payments, and outstanding balances over any specified period. With flexible filtering options and the ability to export in both PDF and Excel formats, this module streamlines your financial analysis and enhances your reporting capabilities, making it easier than ever to manage your company's finances.

Key Features

  • Generate consolidated invoice summary reports for any customer.

  • Filter reports by a specific date range to analyze billing periods.

  • Generate reports based on invoice status (e.g., Draft, Posted, Cancelled).

  • Filter by document type, including invoices, bills, credit notes, and debit notes.

  • Export reports in both PDF and Excel (XLS) formats for easy sharing and analysis.

  • Provides a clear, single-page overview of multiple invoices.

  • Supports multi-company environments, allowing you to print reports for one or more companies.

  • User-friendly wizard for easy and intuitive report generation.

  • Directly view the report from the wizard before printing or exporting.

  • Group report data by customer or invoice date for customized analysis.

Benefits

  • Simplify your financial analysis and reporting processes.

  • Gain a clear and comprehensive overview of your invoicing and billing activities.

  • Improve tracking of customer payments and outstanding balances.

  • Enhance your ability to make informed, data-driven financial decisions.

  • Save time and reduce administrative effort with automated report generation.

  • Increase transparency with clients by providing clear and concise billing summaries.

  • Facilitate easier auditing and reconciliation of your accounts.

  • Improve the professionalism of your financial documents.

  • Enjoy the flexibility of both PDF and Excel formats for your reporting needs.

  • Achieve greater efficiency and accuracy in your accounting workflow.

Compatibility & Technical Details

  • Required Modules: Invoicing

  • License: OPL-1

  • Technical Name: acs_invoice_summary

  • Installation: To install this module, navigate to the "Apps" menu in your Odoo instance, search for "Invoice Summary Report," and click "Install."

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.