Odoo Community shows what a contact was invoiced, but it has no statement of account. This module adds one: choose a customer or a vendor and a period and get the opening balance, every invoice, credit note and payment with a running balance, the closing balance and an ageing summary. Check it on screen, then print the PDF, export it to Excel or email it, for one contact or for many at once, by hand or on a weekly or monthly schedule.
Key Features
- Ledger-style statement — Opening balance, one line per invoice, credit note, bill, refund and payment, running balance after every line, closing balance.
- Customer and vendor statements — Receivable accounts for customers, payable accounts for vendors, any period you choose.
- Ageing summary — The closing balance split in not due, 1-30, 31-60, 61-90 and more than 90 days, as of the end date of the statement.
- PDF, Excel and email — A PDF with your company header in the language of the contact, a real .xlsx file, and an email with the PDF attached, based on a template you can edit.
- Scheduled statements — Optional per company: every week or every month, on the day you choose, for customers, vendors or both, to partners with an open balance, with entries in the period, or to every partner with an email address. A period is sent once, a missed day is caught up, and a contact can be opted out. Off until you switch it on.
- Due and overdue on the contact — A Statement tab shows total due and total overdue as a customer and as a vendor, the last statement emailed and the opt-out from scheduled statements.
- One contact or many — Open it from the contact, select contacts in the list, or add every partner with activity in the period with one click.
- Review before sending — Each partner shows its balances, the recipients and a status; partners without an email address or without activity are skipped and you see why.
- Statement log — Every statement printed, exported or emailed is recorded with partner, period, balance, user and recipients, manual or scheduled; a statement that could not be sent is listed with the reason. Emails also leave a note on the contact.
- Company settings — Default period, ageing summary, skipping partners without activity, a note for payment instructions, an optional right to restrict who can send, and scheduled sending.
Benefits
- Answer "what do we owe you" and "what do you owe us" with one document
- Month-end statements for all customers in a few clicks, or without a click
- Reconcile accounts with a vendor from the same figures, in Excel if needed
- Works right after installation; nothing to configure
Ideal For
- Companies on Odoo Community that send statements to their customers
- Credit controllers and bookkeepers who reconcile customer and vendor accounts
- Wholesalers and service firms with customers who pay on account
Technical Highlights
- Reads the posted journal items of receivable and payable accounts; company currency
- Multi-company and branches; child contacts are part of the statement of their company
- Excel made with the library Odoo already ships; no extra Python package
- Depends on the Invoicing app only; does not touch the Enterprise accounting reports
- Limited to accounting roles; fully translatable
Supported Odoo Versions
- Odoo 19
- Odoo 20
