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Customer Statements

Abonare

Primiți o notificare când există activitate la acestă postare

Această întrebare a fost marcată
accounting
5 Răspunsuri
3207 Vizualizări
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Bakocaddy

New too Odoo and launched a month ago, it’s been a nightmare for us. I can’t believe all the weird ways Odoo does things that I would have never even thought of checking because they are so common place throughout every other system. My big one is customer Statements. Odor’s is ridiculously hard and the layout is crazy. 

Has anyone figured out how to do a standard style customer statement? One that shows normal invoice aging and so on.


0
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Bakocaddy
Autor

Thank you all for the feedback.

Imagine profil
Gautam
Cel mai bun răspuns

The report you are likely referring to is the Aged Receivable Report. This report provides a clear view of outstanding customer invoices grouped by aging periods (e.g., 0–30 days, 31–60 days, etc.).

You can access it through:

Accounting > Reporting > Partner Reports > Aged Receivable

This report follows a standard layout widely used in accounting to track overdue receivables and helps identify which customers owe money and how long those amounts have been outstanding.

1
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Balagopal R
Cel mai bun răspuns

Hello,

There is a free module available in Odoo called Accounting Customer Statements. Install that and you will be abale to generate the statements from the partner.

https://www.youtube.com/watch?v=XC8DLpfZfjw

0
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Dhrumi (Wan Buffer Services)
Cel mai bun răspuns

Odoo (especially in Enterprise) does not include customer statements by default in Accounting. This feature — showing a customer's outstanding invoices, due amounts, and payment history — is not available out-of-the-box.

 Solution: Use Free or Paid Customer Statement Modules

You can enable customer statements in two ways:

  1. Install Community Modules
    • Modules like account_financial_report, customer_statement, or partner_statement (available on the Odoo App Store).
    • These allow you to generate:
      • Open Invoices
      • Overdue Balances
      • Full ledger activity
  2. Odoo Enterprise: Email Statements via Follow-Up
    • Navigate to Accounting > Customers > Follow-Up Reports
    • You can send payment reminders, but they are not full customer statements.
    • Limited layout/customization.

 How to Add Customer Statement Option (If Missing)

If you're on Odoo 18 and need more customization:

  • Create a custom report using QWeb or Excel templates.
  • Include:
    • Customer info
    • Invoice dates
    • Due amounts
    • Payments received
  • Add a menu under Accounting > Reporting > Customer Statement

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AppsChef
Cel mai bun răspuns

Hello, the report you might be referring to is the Aged Receivable Report. You can access it from the Accounting > Reporting > Partner Reports > Aged Receivable module, and I believe the template is already in a standard format commonly used to show customer invoice aging. Below is the view of the Aged Receivable Report.  



If you're not satisfied with the default layout, would you be able to provide the desired template? Thank you.

Regards,

Appschef ​

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Cybrosys Techno Solutions Pvt.Ltd
Cel mai bun răspuns

Hi,

Please refer to the following links:

1. https://www.cybrosys.com/blog/overview-of-customer-statement-in-odoo-18-accounting

2. https://www.cybrosys.com/slides/how-to-generate-customer-statements-report-in-odoo-18


Module:

1. https://odoo-community.org/shop/partner-statement-4804#attr=2869

2. https://odoo-community.org/shop/account-financial-reports-196#attr=942162


Hope it helps.

-2
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Steven Gibson

Hi Cybrosys,

We used the Accounting Customer Statements module in V17 SaaS Australia (Your "How To Generate..." slide deck, slide 3), however since the move to V18, it's no longer available to install, and all we can now produce is the out of the box Partner Statement, which may be acceptable for internal reporting, isn't acceptable to send to a customer as the Accounting Customer Statements module was. Any idea if this is going to be re-introduced?

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