Enhance your financial communication and streamline your accounts receivable process with the Customer Account Statement module. 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 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 portal, reducing the need for manual inquiries.
Account Customer/Supplier Statement and Partner Ledger
Account Customer Statement
Account Vendor Statement
Account Customer / Vendor Partner Ledger
- This module add report on customer/supplier form to print customer/supplier statement report like partner ledger.
- This module will work for Community and Enterprise Edition.
Main Features:
- Print PDF report for customer statement(s).
- Print PDF report for supplier statement(s).
Menus Available to Print Statements:
- Invoicing
- Customers
- Customers
- Vendors
- Vendors
Edition Compatibility:
Enterprise Odoo.sh Community
Invoicing Menu (Standard)
Customers Menu (Standard)
Print Customer/Supplier Statement Menu on Customers List View
Print Customer/Supplier Statement Wizard
Report PDF Print
Page 1: Azure Interior Customer
Page 2: Deco Addict Customer
Page 3: Gemini Furniture Customer
Vendors Menu (Standard)
Print Customer/Supplier Statement Menu on Vendors List View
Print Customer/Supplier Statement Wizard
Report PDF Print
Page 1: Azure Interior Customer
Page 2:
Page 3: Gemini Furniture Customer
Page 2:
Print Customer/Supplier Statement Menu on Customers Form View
Print Customer/Supplier Statement Wizard
Report PDF Print
Page 1
Page 2
Page 3
