Debt Statement Report

Sending a debt statement to a customer normally means exporting and reformatting accounting lines by hand. This module adds a "Debt Statement" action to the journal items list that prints a ready statement from the lines the user selected. The wizard asks only for a report date, and the statement is bilingual Arabic and English. It plugs into Accounting and saves time for accountants and collectors who send statements regularly.

1. 1

   Select journal items

   Go to Accounting > Journal Items, filter the partner lines and tick the ones to include. The statement is built from this selection. Use filters for the partner and period first.

   • Filter by partner
   • Tick lines
2. 2

   Open the wizard from Actions

   Choose the debt statement server action from the Actions menu. The wizard opens with the chosen lines. If no line is selected a bilingual message asks the user to select journal items first.

   • Server action on account.move.line
   • Empty selection error
3. 3

   Set the report date

   Enter the report date that appears on the statement. It defaults to today. This is the only input the wizard needs.

   • report_date
   • Default today
4. 4

   Print the statement

   Press "Print Report" to generate the PDF using the dedicated paper format. The statement lists the lines with running totals in Arabic and English. Cancel closes the wizard.

   • Print Report
   • Cancel
   • Bilingual layout

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