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ImplexUser documentation

Customer statements and follow-up

Quick summary: Open the statement from the Partner Ledger report or directly from the partner, then export it to PDF or send it as a payment reminder.

Customer statement

Section titled “Customer statement”
Open the partner ledger in Odoo

Your Odoo address

Enter the base address of your Odoo instance. It will be stored only in this browser.

The documentation does not receive your address, username, or password.

  1. Open Accounting > Reporting > Partner Ledger.
  2. Select Customer Statement in the top-right report selector.
  3. Set the cut-off date and filter the partner when needed.
  4. Review open invoices, credit notes, and unreconciled payments, then click PDF.

You can open the same report for one partner from the Customer Statement smart button on the contact form.

Follow-up

Section titled “Follow-up”
Open follow-up levels in Odoo

Your Odoo address

Enter the base address of your Odoo instance. It will be stored only in this browser.

The documentation does not receive your address, username, or password.

On the partner’s Accounting tab, check the invoice follow-up configuration. Manage delays, message text, and actions for each level under Accounting > Configuration > Follow-up Levels.