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Customer Account Statement | Customer Overdue Statement | Vendor Bank Statement | Vendor Bank Overdue Statement

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Required Apps • Invoicing (account)
• Discuss (mail)
Technical Name sh_account_statement
License OPL-1
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Technical Name sh_account_statement
License OPL-1

Introduction

Elevate your financial management and communication with the comprehensive Account Statement module for Odoo. This all-in-one tool is designed to simplify the process of generating, sending, and tracking account statements for both your customers and vendors. By providing a clear and detailed summary of all financial activities, including invoices, payments, and outstanding balances, this module helps to improve transparency, reduce disputes, and ensure timely payments. With features like automated sending, portal access, and multi-format exporting, it is the perfect solution for businesses looking to streamline their accounting workflows and maintain strong relationships with their partners.

Key Features

  • Customer and Vendor Statements: Generate detailed account statements for both customers and vendors, providing a complete overview of their financial history.

  • Overdue Statements: Easily create and send overdue statements to remind customers and vendors of their outstanding payments.

  • Email and WhatsApp Integration: Send account statements directly to your partners via email or WhatsApp for quick and convenient communication.

  • Automated Sending: Configure the system to automatically send statements on a daily, weekly, or monthly basis, saving you time and effort.

  • Customer Portal Access: Allow your customers to view and download their account statements directly from the Odoo portal.

  • Multi-Format Export: Print and download account statements in both PDF and Excel (XLS) formats for easy analysis and record-keeping.

  • Flexible Filtering: Filter statements by date range, payment status (e.g., Not Paid, In Payment, Paid), and other criteria.

  • Mail Log History: Keep a complete record of all sent statements and communications in the mail log history.

Benefits

  • Improved Cash Flow: Encourage timely payments and reduce outstanding receivables with automated reminders and clear, detailed statements.

  • Enhanced Customer and Vendor Relationships: Provide a transparent and professional communication experience, reducing misunderstandings and disputes.

  • Increased Efficiency: Automate the entire statement generation and sending process, freeing up valuable time for your accounting team.

  • Better Financial Visibility: Gain a clear and up-to-date overview of your accounts receivable and payable.

  • Streamlined Communication: A centralized and automated system for all your account statement communications.

  • Empower Your Customers: Provide your customers with self-service access to their account information through the Odoo portal.

Compatibility & Technical Details

  • Required Modules: Discuss (mail), Invoicing (account)

  • License: OPL-1

  • Technical Name: sh_account_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.