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account-financial-reporting/customer_outstanding_statement/README.rst

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[ADD] Customer Outstanding Statement
8 years ago
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  1. .. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
  2. :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
  3. :alt: License: AGPL-3
  5. ====================================
  6. Print Customer Outstanding Statement
  7. ====================================
  9. The outstanding statement provides details of all outstanding customer receivables
  10. up to a particular date. This includes all unpaid invoices, unclaimed refunds and
  11. outstanding payments. The list is displayed in chronological order and is split by currencies.
  13. Aging details can be shown in the report, expressed in aging buckets (30 days
  14. due, ...), so the customer can review how much is open, due or overdue.
  16. Configuration
  17. =============
  19. Users willing to access to this report should have proper Accounting & Finance rights:
  21. #. Go to *Settings / Users* and edit your user to add the corresponding access rights as follows.
  22. #. In *Application / Accounting & Finance*, select *Accountant* or *Adviser* options.
  24. Usage
  25. =====
  27. To use this module, you need to:
  29. #. Go to Customers and select one or more
  30. #. Press 'Action > Customer Outstanding Statement'
  31. #. Indicate if you want to display aging buckets
  34. .. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
  35. :alt: Try me on Runbot
  36. :target: https://runbot.odoo-community.org/runbot/91/9.0
  38. Bug Tracker
  39. ===========
  41. Bugs are tracked on `GitHub Issues
  42. <https://github.com/OCA/account-financial-reporting/issues>`_. In case of trouble,
  43. please check there if your issue has already been reported. If you spotted it
  44. first, help us smash it by providing detailed and welcomed feedback.
  46. Credits
  47. =======
  49. Images
  50. ------
  52. * Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_.
  54. Contributors
  55. ------------
  57. * Miquel Raïch <miquel.raich@eficent.com>
  59. Maintainer
  60. ----------
  62. .. image:: https://odoo-community.org/logo.png
  63. :alt: Odoo Community Association
  64. :target: https://odoo-community.org
  66. This module is maintained by the OCA.
  68. OCA, or the Odoo Community Association, is a nonprofit organization whose
  69. mission is to support the collaborative development of Odoo features and
  70. promote its widespread use.
  72. To contribute to this module, please visit https://odoo-community.org.