Customer Aged Balance Analytics
What a customer owes you, how much is overdue, and since when
It builds a customer's statement on one screen: the total owed, the share of invoices past due, and a document-by-document breakdown with the days of credit left or days overdue, with anything late marked in red.
How you get it
Every development works in all three Odoo environments. The only thing that changes is how we deliver it.
Odoo Online (SaaS)
You do not need the ability to install modules. A Millora consultant comes in with temporary access that you authorize and implements it with Odoo Studio. When they are done, you revoke the access.
Odoo.sh or your own server
You receive the module and the installation guide by email as soon as payment clears. Install it yourself, or we install it with you.
Installation · shell
# 1 · copia el módulo a tu addons_path
cp -r millora_reporte_analitico_de_saldos_vencidos_por_cliente /mnt/extra-addons/
# 2 · reinicia y actualiza la lista de apps
odoo-bin -u all -d tu_base --stop-after-init
# 3 · instala desde Apps
# busca "Customer Aged Balance Analytics"What it solves
The problem
Checking a customer's credit position means opening the invoice list, filtering the unpaid ones and working out each document's days overdue by hand. Odoo gives you no delinquency percentage and no summary on a single screen. The collections agent or the rep about to call the customer — or to approve another order — needs that summary before the call, not after.
How it works
You pick the customer. The report analyses their posted invoices with an outstanding balance and builds a table.
At the top sits the header: date and time of the query, how many invoices are outstanding, what they add up to and what percentage of them is already past due. Below, the breakdown invoice by invoice, with the original amount against the remaining balance and the days left until the due date. When an invoice is already overdue, its reference, its days late and its amount are marked in bold red.
What it does not do
It reads:
- It does not send statements to the customer.
- It does not block a customer who has exceeded their credit limit.
- It does not register payments or reconcile the bank.
All collection work still happens in the modules that own it.
What changes
The collections call starts with the figures already digested. Effort gets prioritised by overdue amount rather than by list order, and you know what share of a customer's debt is healthy before deciding whether to ship them another order — which is the decision where the money is actually lost.
What's included
- Analyses the chosen customer's posted invoices with an outstanding balance
- Heads the report with total owed, invoice count and percentage past due
- Links straight to the customer's record from the report
- Breaks down every invoice: date, reference, original amount, due date and balance
- Calculates the days left to pay, or the days already overdue
- Marks overdue invoices, days and amounts in bold red
Requirements
- The Accounting or Invoicing module active
- Invoices in posted state: those are the only ones the report considers
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