See it in action
From a customer to a printed or emailed statement of account with an aging breakdown — in a couple of clicks.
Show customers exactly what they owe — automatically
Collections start with a clear statement. This app turns your posted invoices and payments into a professional statement of account — with a running balance and an aging breakdown — that you can print or email in seconds, on demand or on an automatic schedule to a segment of customers you choose.
A statement your customers respect
On your company letterhead, with every open item, a running balance and an aging summary.
Everything an AR team needs
Statement of account
Every invoice, credit note and payment for the customer, with the document reference, due date and a running balance.
Aging summary
Outstanding amounts split into current, 1-30, 31-60, 61-90 and 90+ buckets, so the overdue exposure is obvious.
Open items or full ledger
Show only what is still owed for collections, or the complete transaction history over a date range.
Print or email
A clean PDF on your company letterhead — print it, or email it to the customer with the built-in template.
Batch in one go
Select many customers and produce or send all their statements at once, each on its own page.
One click from the customer
A Customer Statement button on every customer, plus a Print menu entry on the customer list.
Multi-currency
Balances are presented in your company currency, summed correctly across the customer's transactions.
Multi-company
Statements are computed for the selected company's receivables, keeping each company's figures separate.
Your letterhead
Uses Odoo's standard document layout, so your logo, address and styling come through automatically.
Scheduled auto-statements
Set up a schedule once — daily, weekly, monthly or quarterly, on the day you pick — and statements go out on their own, no manual run required.
Segment by balance, tag or filter
Target every customer with an outstanding balance, customers in chosen tags, all customers, or your own domain filter on the customer record.
Once per period, in their language
Each schedule tracks the last period it ran, so nobody gets the same week's or month's statement twice. Emails go out in the customer's own language, with the statement PDF attached if you want it.
Up and running in three steps
Open a customer
Click the Customer Statement button.
Pick date & scope
Statement date, open items or full ledger.
Print or email
One customer or a whole batch.
Get paid
Customers see exactly what they owe.
Real screens, real data
Every screenshot below is the actual app running on Odoo 17 — no mockups.
Choose date & scope
Pick the customers, the statement date and whether to show open items or all transactions, then Print or Send by Email.
One click from the customer
Every customer gets a Customer Statement button — open it and the wizard is ready to go for that customer.
Turn overdue balances into conversations
Install in seconds. No Enterprise, no external libraries, no lock-in. Works on Odoo 17 Community and Enterprise.
Full manual included. The app ships with a complete in-app documentation page (Apps > this module > Documentation) covering setup, open items vs full ledger, emailing, batch statements and FAQs. Questions? bambooforge.labs@gmail.com
BambooForge Customer Statements
Send your customers a clean statement of account: open items or the full ledger over a period, with a running balance and an aging breakdown (current / 1-30 / 31-60 / 61-90 / 90+). Print it, preview it or email it — one customer or hundreds at once, straight from Odoo.
This page is the complete manual. Follow it top to bottom and you can install, print and email statements, and fix the common issues without contacting support.
Overview
Chasing overdue receivables starts with showing the customer what they owe. This app builds that statement from your posted invoices and payments:
- Open items or all transactions — show only what is still outstanding, or the full ledger over a date range.
- Running balance — every line carries the cumulative balance.
- Aging summary — outstanding amounts split into current, 1-30, 31-60, 61-90 and 90+ day buckets.
- Print, preview or email — a professional PDF on your company letterhead, for one customer or a whole batch.
- One-click from the customer — a Customer Statement button on every customer.
Requirements
- Odoo 17.0.
- The Invoicing/Accounting app (account). Installing this app pulls it in automatically.
No Enterprise modules and no external Python libraries are required.
Installation
- Copy bambooforge_customer_statement into your addons path.
- Update the apps list (Apps > Update Apps List).
- Search for Customer Statements and click Install.
A Customer Statements entry appears under Accounting / Invoicing > Customers, a Customer Statement button is added to every customer, and a Customer Statement option appears in the Print menu of the customer list.
Quick start
- Open a customer and click Customer Statement (or open Customers > Customer Statements).
- Choose the Statement Date, what to Show (open items or all transactions) and, for a full ledger, an optional From date.
- Click Print to get the PDF, or Send by Email to deliver it to the selected customers with the statement attached.
Open items vs all transactions
- Open items lists only unreconciled receivable entries — what the customer still owes. This is the usual collection statement.
- All transactions lists every receivable entry in the period (invoices, credit notes and payments), giving a full ledger with the running balance.
The aging summary is always based on the open (unreconciled) amounts, bucketed by each entry's due date against the statement date.
Emailing statements
Send by Email renders each selected customer's statement as a PDF and emails it using the built-in Customer Statement mail template, with the PDF attached. Customers without an email address are skipped. You can edit the email wording under Settings > Technical > Email > Templates.
Batch statements
Select several customers in the Customers list, then use Print > Customer Statement (or the wizard's multi-customer field) to produce or email all their statements in one go — each customer on its own page.
Frequently asked questions
- The statement shows no logo / wrong address.
- The statement uses your company's document layout. Set your logo and details under Settings > Companies (or Settings > General Settings > Document Layout).
- A paid invoice still shows.
- In All transactions every entry shows, including settled ones. Switch to Open items to see only what is still outstanding.
- Aging looks off.
- Aging buckets use each entry's due date versus the statement date. Make sure your invoices carry the right due dates (from their payment terms).
- Can I send statements automatically?
- The wizard is manual by design (you choose the date and scope), but the email action can be triggered from a server action or scheduled job if you need automation.
- Does it work with multiple companies?
- Yes. Each statement is computed for the selected company's receivable entries.
Support
Questions or ideas: bambooforge.labs@gmail.com.
Usage
The app works in two ways: on-demand statements you print or email from the wizard, and scheduled statements the module emails automatically. Both build the same PDF from your posted receivable entries.
On-demand statement for one customer
- Open a customer (Accounting / Invoicing > Customers > Customers) and click the Customer Statement stat button. The button appears only on records that are actually customers (customer_rank > 0).
- The Customer Statement wizard opens with that customer already filled in the Customers field.
- Set the options:
- Statement Date — the cut-off date (date_to); defaults to today.
- Show — Open Items (only unreconciled receivables still owed) or All Transactions (the full ledger with a running balance).
- From — a start date (date_from); shown only when Show is All Transactions. Leave it empty for the complete history.
- Click Print for the PDF, or Send by Email to deliver it. The aging summary (current / 1-30 / 31-60 / 61-90 / 90+) is always computed from the open amounts against the Statement Date.
On-demand statements for many customers
- Open Accounting / Invoicing > Customers > Customer Statements, then add several names to the Customers field, or
- select several rows in the Customers list and use Print > Customer Statement (the report is bound to the customer list).
Print produces one PDF with each customer on its own page. Send by Email renders each customer's statement separately and emails it with the PDF attached, using the Customer Statement mail template. Customers without an email address are skipped; if none of the selected customers has an email, the wizard warns you.
Automatic scheduled statements
Set up a schedule once and let the module email statements for you.
- Go to Accounting / Invoicing > Customers > Statement Schedules (visible to the Accounting Manager) and create a schedule.
- Schedule — pick a Frequency (Daily, Weekly, Monthly or Quarterly). For Weekly, choose the Day of Week; for Monthly/Quarterly, set the Day of Month (values past the end of a short month fall back to its last day).
- Statement — choose Show (Open Items or All Transactions), whether to Attach PDF, the Email Template, and Skip zero-balance customers (on by default).
- Recipients — set Send To:
- Customers with an outstanding balance — anyone with unreconciled, non-zero posted receivables.
- Customers in selected tags — pick the Customer Tags.
- All customers.
- Custom filter — an Odoo domain on res.partner, e.g. [('country_id.code', '=', 'BE')].
- Leave active ticked. Each statement goes to the customer's Invoicing contact (falling back to the customer) in that customer's own language.
A daily scheduled action (Customer Statements: send scheduled statements) runs every active schedule that is due on the current day. Sending is idempotent per period — a monthly schedule sends at most once per month — so the cron can safely run daily. Use the Send Now button on the schedule form to send the current period immediately (it still respects the once-per-period rule recorded in Last Sent Period). With no active schedule, the module stays fully manual.
Worked example
You want an open-item statement emailed on the 1st of every month to every customer that still owes you money:
- Customers > Statement Schedules > New.
- Name: Monthly open-item statements; Frequency = Monthly, Day of Month = 1.
- Show = Open Items, Attach PDF on, Skip zero-balance customers on.
- Send To = Customers with an outstanding balance. Save.
On the next 1st of the month the cron emails each qualifying customer a PDF of their open items with the aging breakdown, and stamps Last Sent Period so no one is emailed twice that month.
Upgrading & version compatibility
This build targets Odoo 17.0. Each Odoo major series (17.0, 18.0, 19.0) has its own dedicated build of this module — always install the build that matches your Odoo version. Mixing a build with a different Odoo series is not supported.
Patch upgrades (same series, e.g. 17.0.1.0.0 → later)
Back up your database and filestore first.
Replace the module folder with the newer build.
Restart Odoo with the module updated:
./odoo-bin -c your.conf -u bambooforge_customer_statement -d your_db
Odoo applies any schema/data changes automatically. Your existing records and configuration are preserved.
Cross-version migration (e.g. Odoo 17 → 18)
Upgrading Odoo itself is a database migration handled by Odoo's standard upgrade tooling. When you migrate the database to the next Odoo series, install the matching build of this module for that series. Data created by this module carries over with the database migration.
After any upgrade the module's scheduled actions resume on their normal cadence — no manual re-activation is required.
Uninstallation
You can remove this module at any time from Apps → (this module) → Uninstall, or from the command line. Uninstalling is clean and reversible by reinstalling — but note what is and is not deleted.
What is removed
- The module's own tables and every record in them (1 model, prefixed customer.*) — this is the data this module created.
- The menus, actions, views and reports this module installed.
- Its scheduled actions (cron jobs) — they stop immediately on uninstall.
What is preserved
- Your standard Odoo data (partners, products, sales, invoices, inventory moves) is not deleted — this module only reads and annotates it; the underlying records stay.
- Attachments and chatter messages on standard records are kept.
As always, take a database backup before uninstalling in production.
Changelog
17.0.1.0.0
Current release for Odoo 17.0. This build includes:
- Scheduled, segmented automatic customer statements.
- Plus professional on-demand statements of account with a running balance and an aging summary (current / 30 / 60 / 90+). Print, preview or email in one click, single, in batch, or on a schedule.
Feature additions and fixes ship as new builds on the Odoo Apps store; this page and the module's version reflect the current published release. Always keep the build matched to your Odoo series (see Upgrading & version compatibility).
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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