Send Monthly Customer Statements from ODOO

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  • Опубликовано: 7 ноя 2024

Комментарии • 19

  • @timd6324
    @timd6324 Месяц назад +1

    This is magically!

  • @caribbeandatachallengers-o2792
    @caribbeandatachallengers-o2792 Месяц назад +1

    Nice video,
    From 17.1 onwards there is actually an extra setting on the partner to send the statement on a certain interval. However your video inspires me to try out something else: automatically attach timesheets on the invoice e-mail if there are related time entries.

    • @odoo-it-yourself
      @odoo-it-yourself  Месяц назад

      Good call!! That sounds awesome. You could potentially loop through reports and send several concurrently.

  • @girdavid178
    @girdavid178 Месяц назад +3

    Please show us how to setup whatsapp to send message templates to customers? Many Thanks

  • @admt-i8n
    @admt-i8n Месяц назад +1

    Please teach us how to print products labels (barcodes) with customize sizes and without the price

  • @antonydowell3349
    @antonydowell3349 Месяц назад +1

    Would you know of a way to do exactly this function, but instead of running a statement with 'Opening Balance', it just lists all invoices that are outstanding? (regardless of due date/due status), along with the totals owed

    • @odoo-it-yourself
      @odoo-it-yourself  Месяц назад

      So for that, I would probably build another report and base it off of journal items tied to that contact that have a residual amount that isn’t zero.

    • @seancraig44
      @seancraig44 Месяц назад

      Browseinfo has an app for a few dollars on Odoo app store.

  • @waqasriasat503
    @waqasriasat503 Месяц назад +1

    using same approach and code but facing error in rendering report
    for fields currency name, balance due, partner lines seems not found

  • @KhizarShahan
    @KhizarShahan Месяц назад

    Hi, I am currently implementing odoo in my company & facing an issue. We are a beverage distribution company & we sell to supermarkets & hypermarkets. We have some major customers that have up to a hundred branches and we sell to them on credit. At the end of the month they issue us a single check for all branches. Among the invoices that are paid some are partially paid. How can I allocate these payments against my invoices.

    • @odoo-it-yourself
      @odoo-it-yourself  Месяц назад

      They give you a remittance, yes? And then the invoices are on subcontacts for the major customer? So what I normally do my best to do here is have the customer on the invoice be the parent company and utilize the delivery and invoicing fields to setup the branches.

  • @toriqulislamkhanbyron3156
    @toriqulislamkhanbyron3156 Месяц назад

    Is that code link okay, sir?

    • @odoo-it-yourself
      @odoo-it-yourself  Месяц назад +1

      Thanks for letting me know! Should be better now.