| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 368 |
| Technical Name |
scopysoft_customer_statement |
| License | OPL-1 |
| Versions | 16.0 17.0 |
Customer Account Statements in One Click
Generate professional PDF account statements directly from any customer record. Filter by payment status, set a date range, and download instantly — no configuration needed.
After installing, the Generate Statement option appears automatically on every customer record inside the Invoicing app — accessible from the More dropdown in the top action bar.
Navigation Path
Open a Customer Record
Go to Invoicing → Customers, remove the default filter, and open any customer.
Click More → Generate Statement
Find the Generate Statement option inside the More dropdown at the top of the customer form.
Set Your Filters & Date Range
Choose a filter mode (All / Unpaid / Paid) and adjust the date range in the popup wizard.
Print / Download PDF
Click the button and the statement opens instantly as a PDF — ready to save or share.
Designed to be fast, clean, and immediately useful right after install — no setup, no configuration.
One-Click Statement
The Generate Statement option in the More menu launches the wizard directly from the customer record.
3 Smart Filters
Show All Invoices & Payments, Unpaid/Partially Paid Only, or Paid Invoices Only — pick the view that fits.
Flexible Date Range
Choose from presets like Last Month, Last 3 Months, or This Year — or set a fully custom From/To date range.
Running Balance
Every line shows a running balance alongside Debit and Credit columns so customers can trace how their balance changed.
Clear Status Badges
Each transaction is labelled Paid, Unpaid, Partial, or Payment with colour-coded badges for instant readability.
Multi-Company Support
Each statement pulls the correct company name and email — safe to use in multi-company setups without extra config.
Summary Totals
Total Invoiced, Total Paid, and Balance Due are prominently displayed at the top of every statement.
Customer Details Block
Name, email, phone, and address are pulled automatically from the customer record — no manual data entry.
Instant PDF Download
The statement generates as a clean, print-ready PDF that opens directly in your browser — ready to download or print.
Choose exactly what appears on the statement with a single radio button selection in the wizard.
All Invoices & Payments
Shows every invoice and every payment in the date range — ideal for a complete account history or end-of-period reconciliation.
Unpaid / Partially Paid Only
Shows only open and partially settled invoices along with their payments — perfect for chasing outstanding balances.
Paid Invoices Only
Shows only fully settled invoices and their corresponding payments — useful for proof-of-payment summaries or year-end records.
Generate Statement in the More Dropdown
After install, the Generate Statement option appears inside the More dropdown at the top of every customer form in the Invoicing app. No setup needed — it's there immediately.
Clean, Simple Generate Statement Dialog
Choose your filter mode and date range, then hit Print / Download PDF. The customer and company are pre-filled automatically from the record you opened.
Professional Account Statement PDF
Clean layout with customer details, summary totals (Total Invoiced, Total Paid, Balance Due), and a full transaction table with running balance. Ready to share immediately.
Date filtering uses Invoice Date. The date range matches invoices by their invoice date and payments by the date they were registered. Make sure your invoices are dated correctly for the statement to include them in the expected period.
- All Invoices & Payments — full account history within the selected date range
- Unpaid / Partially Paid Only — open and partially settled invoices plus their payments
- Paid Invoices Only — fully settled invoices and their corresponding payments
Ready to Stop Doing This Manually?
One click. Any customer. Any date range. Professional PDF — every time.
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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