Generate consolidated overdue statements for both accounts receivable (customers) and accounts payable (vendors) without manual data compilation. The module pulls all outstanding invoices per partner and presents them in a structured statement format.
Why it matters: Finance teams no longer need to manually track which invoices are overdue across their partner base — the system does it continuously.
Track payment status across all partner accounts in real time. The module identifies which invoices are approaching their due date and which have already passed it, categorizing them into aging buckets automatically.
Why it matters: Proactive visibility into upcoming and past-due payments enables timely action before accounts become severely delinquent.
Compose and send overdue statements through a dedicated email wizard that includes a preview of the exact statement each partner will receive. Review formatting, amounts, and aging details before committing to a bulk send.
Why it matters: Previewing before sending eliminates the risk of delivering incorrect or poorly formatted statements to your partners.
Configure recurring cron jobs that automatically generate and send overdue statements on your defined schedule — daily, weekly, monthly, or custom intervals. Once set, the system runs without manual intervention.
Why it matters: Collections communication becomes a hands-off process that runs reliably regardless of staff availability or workload.
Filter and group overdue statements by partner, aging bucket, amount range, salesperson, or any relevant attribute. Quickly isolate the accounts that need immediate attention from those that are within acceptable thresholds.
Why it matters: Actionable segmentation allows finance teams to prioritize collection efforts based on risk and materiality.
Generate consolidated reports showing all outstanding invoice amounts per partner in a single view. These reports aggregate open invoices, partial payments, and credit notes into a net overdue position for each account.
Why it matters: A single consolidated view per partner replaces the need to manually cross-reference multiple invoices and payments.
Export overdue statements and aging reports in PDF format for partner communication or Excel format for internal analysis. Aging analysis categorizes outstanding amounts by time buckets (current, 30 days, 60 days, 90+ days).
Why it matters: Structured exports in standard formats satisfy audit requirements, support internal reviews, and deliver professional-quality statements to partners.
Send overdue reminders to multiple customers or vendors simultaneously through the bulk email function. Select partners based on filters, review the batch, and send — all from within Odoo.
Why it matters: Bulk capability transforms collections from a per-customer manual task into a scalable, one-action process for the entire overdue portfolio.
Give customers and vendors direct access to their overdue statements through the Odoo portal. Partners can log in, view their current statement, review aging details, and download PDFs independently.
Why it matters: Self-service portal access reduces inbound inquiries to your accounts team and gives partners immediate visibility into their payment obligations.
