dear Odooers, Is Odoo capable (by default) to send automatically statement of account to customer at beginning of each month. this is a good practice existing in many other ERP (even small) that beginning of each, credit control initiate the following : 1) generate statement of account for each customer and send them automatically and 2) generate dunning letter for the due invoices (we have seen we can set up automatic send for this) but what about statement of account (1) ? thanks in advance f

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Account receivable - automatic statement of account sent to partner at beginning of each month

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dear Odooers,

Is Odoo capable (by default) to send automatically statement of account to customer at beginning of each month.

this is a good practice existing in many other ERP (even small) that beginning of each, credit control initiate the following :

1) generate statement of account for each customer and send them automatically
and 2) generate dunning letter for the due invoices (we have seen we can set up automatic send for this) but what about statement of account (1) ?

thanks in advance for your precious views on this.

best regarsd

Mourad

Auteur

..(moved to comment)

Hi,

You can use the following app for managing customer and vendor statements.

Hope it helps.

Auteur

thanks for quick reply, but does it mean that Odoo by default is not able to send statement of account to customer listing all outstanding amount?

an app is an alternative

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