$ 10.10
| Required Apps |
•
Invoicing (account)
• Discuss (mail) |
| Technical Name |
customer_statement_aging_app
|
| License | OPL-1 |
| Technical Name |
customer_statement_aging_app
|
| License | OPL-1 |
Introduction
The Customer Statement Aging App is a comprehensive solution designed to streamline the management of customer receivables within Odoo. This module empowers businesses to generate detailed customer statements, monitor overdue payments, and automate communication processes, thereby enhancing financial transparency and operational efficiency. By integrating seamlessly with Odoo's existing modules, it provides a centralized platform for managing customer accounts and aging reports.
Key Features
Generate Detailed Customer Statements: Create comprehensive statements that outline all transactions, including invoices, payments, and credits, for a specified period.
Aging Analysis: Classify outstanding balances into aging buckets (e.g., 0-30 days, 31-60 days) to assess the financial health of customer accounts.
Overdue Payment Monitoring: Identify and highlight overdue payments to prioritize collection efforts and improve cash flow.
Automated Communication: Send customer statements and overdue payment reminders automatically via email, reducing manual follow-ups.
Customizable Reporting: Tailor reports to specific customer segments, time frames, or aging periods to meet business needs.
Integration with Odoo Accounting: Seamlessly integrates with Odoo's accounting module to ensure accurate financial data synchronization.
Benefits
Improved Cash Flow Management: By promptly identifying overdue payments, businesses can take timely actions to improve cash flow.
Enhanced Customer Relationships: Clear and transparent statements foster trust and facilitate better communication with customers.
Operational Efficiency: Automation of statement generation and communication reduces administrative workload and errors.
Informed Decision-Making: Access to detailed aging reports enables data-driven decisions regarding credit policies and collection strategies.
Compliance and Audit Readiness: Maintains accurate records that support financial audits and compliance requirements.
Compatibility & Technical Details
Required Apps: Invoicing (account), Discuss (mail)
Technical Name: customer_statement_aging_app
License: Odoo Proprietary License v1.0
Installation: Install via Odoo Apps interface; configure settings under Accounting > Configuration > Customer Statement Aging
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.