Account Customer/Supplier Statement Send Email

Send Account Statement to Customer/Supplier via Email

Email Delivery of Customer/Supplier Account Statements

Account Summary Email for Customers and Suppliers

This application allows users to send customer and supplier account statements via email. The email includes a PDF attachment of the partner's ledger, which is generated using an email template.

Main Features of Odoo App:

• User Interaction:
• From the customer statement report view, the user clicks the "Send Email" button.
• Report Generation:
• The selected partner's ledger report is generated based on the user’s input (date range, journal, etc.).
• Email Preparation:
• The generated report is attached to an email.
• The email is then prepared with the necessary details (subject, body, sender, recipient).
• Email Sending:
• The email is sent to the partner’s email address, and a confirmation is displayed to the user.
• Limitation on Multiple Selections:
• In the list view, sending emails to multiple customers or suppliers is not possible.
• If the user attempts to send an email for multiple customers, a warning will be raised, preventing the action from being completed.