Customer Statements

ERPNext Accounting
1

Good Day

Would it be possible to add statement report similar to this:

Our customers not very happy with what ERPNext can currently provide.

Thank You
Albertus Geyser

2

Not out of the box, but possible with little customization.

3

How could i get this implemented?

4

If you need to send this report to customers in Email you can write the code in your custom app. Infanct you can design your page in ERPNEXT if you know some coding.

5

Put up an issue with specifications for “Aging Report”.
It seems useful for many businesses.

Related Issue which shared Aging Report: Multicurrency (Foreign currency & local currency) in the same Accounts Receivable & Payable Report · Issue #4907 · frappe/erpnext · GitHub

2 Likes
6

Did add request Issue on Github:

Please show your support for this feature.

Thank You
Albertus Geyser

1 Like
7

Pretty sure I’ve seen a similar request before on here.
This is a standard report in many local accounting packages.

8

Try this custom app but it has our name on it if you don’t mind

bench get-app GitHub - jaywks/statement_of_account_aging

bench --site [yoursite] install-app statement_of_account_aging

in awesome bar type “Climbforce General Ledger”

Note: PDF layout is bad, use PRINT instead.

2 Likes
9

Good Day

Thank You

10

Is this possible in ERPNext Cloud or how could I run this?

11

If You can run above command, then it works on cloud

12
1 Like
13

bench --site [yoursite] install-app climbforce

1 Like
14

for those looking for this feature , use this one instead GitHub - dvdl16/erpnext_customer_statements_sender: This app allows you to send out statements to your customers in bulk
mine is no good beyond v10

15

Would be good to have Customer/Debtor statements as standard in the system.
One of the few packages seen/used that does not.