Odoo 16 - Portal + Accounting
Let portal customers download statements
Give customers access to statement reports from the portal with PDF and XLSX output options.
Portal access
Expose customer statement access through the portal.
PDF and XLSX
Provide downloadable statement formats.
Self service
Reduce manual statement requests from customers.
How it works
Portal flow
- Grant portal access to the customer.
- Customer opens My Account.
- Customer selects statement report.
- Download the PDF or XLSX statement.
Main features
Portal access
Expose customer statement access through the portal.
PDF and XLSX
Provide downloadable statement formats.
Self service
Reduce manual statement requests from customers.
Screenshots
Clear Odoo screens showing the workflow in practice.
Grant Portal Access
Workflow screen for Let portal customers download statements.
My Account
Workflow screen for Let portal customers download statements.
Pdf Xlsx
Workflow screen for Let portal customers download statements.
Support
By BeyondSys Consulting - www.beyond-sys.co - info@beyond-sys.co
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Accounting (account_accountant)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 213 |
| Technical Name |
ctx_portal_customer_statement |
| License | OPL-1 |
| Website | https://www.beyond-sys.co |
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 copies or substantial portions of the Software. 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, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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