Customer Activity Statement
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Eficent

Customer Activity Statement

FREE
Available versions
Technical name
customer_activity_statement
License
AGPL-3
Secure dependencies
N/A

Customer Activity Statement

The activity statement provides details of all activity on the customer receivables between two selected dates. This includes all invoices, refunds and payments. Any outstanding balance dated prior to the chosen statement period will appear as a forward balance at the top of the statement. The list is displayed in chronological order and is split by currencies.

Aging details can be shown in the report, expressed in aging buckets (30 days due, ...), so the customer can review how much is open, due or overdue.

Configuration

To configure this module, you need to:

  • Go to Settings / Users and edit your user to add the corresponding access rights as follows.
  • In Application / Accounting & Finance, select Accountant or Adviser options.

Usage

To use this module, you need to:

  • Go to Customers and select one or more
  • Press 'Action > Customer Activity Statement'
  • Indicate if you want to display aging buckets

Credits

Contributors

Maintainer

This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
To contribute to this module, please visit http://odoo-community.org.

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This theme does not use any external Python dependencies.

Available languages

Language % translated
German / Deutsch
47%
Spanish / Español
36%
French / Français
27%
Portuguese / Português
25%