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Aged Receivable Report per salesperson

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Required Apps Accounting (account_accountant)
Invoicing (account)
Discuss (mail)
Technical Name ctx_aged_receivable_salesperson
License OPL-1
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Technical Name ctx_aged_receivable_salesperson
License OPL-1

Introduction

This all-in-one module enhances accounting visibility by enabling salesperson-based filtering and column display in aged receivable reports. Empower finance teams and account managers to quickly analyze outstanding invoices by assigned salesperson, improving accountability and streamlining follow-up processes.

Key Features

  • Adds salesperson as a filter option in aged receivable reports

  • Displays a salesperson column within the aged receivable report for easy reference

  • Enables targeted financial reporting based on sales ownership

  • Supports better follow-up workflows in collections and account management

Benefits

  • Increases clarity by associating aged receivables to responsible salespeople

  • Boosts efficiency in collections with focused salesperson-specific reports

  • Enhances accountability across sales and finance teams

  • Accelerates actions on overdue payments through targeted visibility

Compatibility & Technical Details

  • Required Modules: Accounting (invoicing and reporting framework), Sales functionality to track salespeople

  • Technical Name: ctx_aged_receivable_salesperson

  • License: Proprietary (OPL-1)

  • Installation Steps:

    1. Add the module into your add-ons directory.

    2. Install it via the Apps interface following standard workflow.

    3. Navigate to the aged receivable report—enable the salesperson filter and display column as needed to view aged data by salesperson.

Aged Receivable Report per salesperson

Note: This module works only in Odoo Enterprise

Overview

This module allow you to filter Aged Receivable Report by salesperson assigned to the customer in partner form view.

Features
Filter Aged Receivable report by salesperson
Show salesperson in aged receivable report.
How it works

Aged Receivable Report per salesperson

Assign a Salesperson to a partner
From the Sales & Purchase tab in partner form view, You can assign a salesperson to a partner

Filter the aged receivable report by salesperson.

Complimentary Support

You will get 60 days free support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issue related to this module.

This is applicable from the date of purchase

Please note that it's not allowed to distribute this module after purchase!

Help and Support

For any support or help related to Odoo Implementation, customization or development, please feel free to mail us on Our Sales Email .

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
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THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
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ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
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