| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 856 |
| Technical Name |
nexa_portal_customer_statement |
| License | LGPL-3 |
| Website | https://www.nexa-solutions.com |
| Versions | 15.0 16.0 17.0 18.0 19.0 |
Portal Customer Statement
Empower your customers to view their account statements directly from the portal. A complete Partner Ledger experience with filtering, running balances, and PDF export — all accessible to your portal users.
Key Highlights
Partner Ledger in Portal
Customers can view their complete account statement with the same columns as the backend Partner Ledger report.
Flexible Date Filters
Filter by Month, Quarter, Year, or Custom Date Range. Easy dropdown selection with intuitive UX.
Running Balance
Each transaction shows the cumulative balance. Initial balance is calculated for filtered periods automatically.
PDF Export
Customers can download their statement as a professionally formatted PDF document with company branding.
Secure Access
Portal users can only see their own transactions. Data is filtered by partner ensuring complete privacy.
Modern Design
Clean, responsive interface that matches Odoo's portal design. Works perfectly on desktop and mobile devices.
Statement Columns
Video Demo
Screenshots
See the module in action with these screenshots
Portal Menu
Customer Statement menu accessible from the portal home page
Portal Statement View
Customer statement displayed in the portal with all transaction details
Date Filters
Filter statements by month, quarter, year, or custom date range
PDF Export
Export statement as a professionally formatted PDF document
Features
This module brings the power of the Partner Ledger report to your customer portal. Perfect for businesses that want to provide self-service account statements to their customers, reducing support requests and improving customer satisfaction.
✓ New "Customer Statement" menu in the customer portal
✓ Filter by Month, Quarter, Year, or Custom Date Range
✓ Initial balance calculation for filtered periods
✓ Running balance for each transaction line
✓ Negative balances highlighted in red for easy identification
✓ Export to PDF with professional formatting
✓ Secure: customers only see their own data
How It Works
Install Module
Install the module from Apps. It automatically adds a "Customer Statement" entry to the portal home page for all portal users.
Customer Logs In
Your customer logs into the portal and clicks on "Customer Statement" to view their account transactions.
View & Export
Customer can filter by date, view their running balance, and export the statement to PDF for their records.
Support
Email Support
Got questions or need help? Get in touch.
app.support@nexa-solutions.comSay hi to us on WhatsApp!
+966 11 503 0255
© 2025 NEXA Solutions. All rights reserved.
www.nexa-solutions.com
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