The App is a comprehensive solution designed to streamline the management of customer receivables. 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 existing modules, it provides a centralized platform for managing customer accounts and aging reports.
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 Accounting: Seamlessly integrates with accounting module to ensure accurate financial data synchronization.
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.
Odoo Customer Account Statement and Customer Aging Reports helps you to achieve the desired functionality using built-in features and customizations available in Odoo. This app provides a feature to print customer account statements with invoice date and due date wise and also month wise and feature for sending mail to customer. This app has mentioned features 1. Print Customer Account Statement 2. Print Customer Aging Reports 3. Send Statement to Customer Via Email.
Customer Statement Wizard
We provide different filter for customer invoice data like month wise, invoice date wise and due date wise.
Report
Onclick print button then given filter data is print in report.
Onclick send mail button then given filter data is sent to the customer.
Customer
Select customer and click on action customer statement.
Customer Statement Wizard
Here we provide month wise invoice data filter also aging by invoice date data filter and due date data filter and this filter take and print report onclick print button and send mail onclick on send button.
Report
Onclick print button then given filter data is print in report.
Onclick send mail button then given filter data is sent to the customer.
