| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 2124 |
| Technical Name |
br_customer_statement_generator |
| License | OPL-1 |
| Website | https://www.braincuber.com |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 2124 |
| Technical Name |
br_customer_statement_generator |
| License | OPL-1 |
| Website | https://www.braincuber.com |
| Versions | 17.0 18.0 19.0 |
Customer Statement Generator
Generate professional account statements for every customer - outstanding, aging, date-range or full ledger - as branded PDFs. Email them automatically, run them on a schedule, and let customers download their own from the portal.
types
schedules
17 / 18 / 19
response
Statements your customers trust
A clean branded layout with bill-to details, a summary box and full transaction history - balance due front and center.
Statements, fully automated
Four Statement Types
Outstanding, aging, date-range and full-ledger statements.
Branded PDF Export
Your logo, address and a custom footer on every statement.
Aging Analysis
Configurable 30 / 60 / 90 day buckets and a dashboard donut.
Scheduled Runs
Monthly or custom schedules that generate and email automatically.
Auto-Email Delivery
Send statements to customers and copy the salesperson.
Customer Portal
Let customers view and download their own statements.
Generate, schedule, send
Everything included
Statement Dashboard
Outstanding totals, aging donut and top customers.
Bulk Generation
Generate for one customer or all with a balance.
Aging Buckets
Configurable 30 / 60 / 90 day ranges.
Custom Footer Text
Add your own message to every statement.
Status Workflow
Draft, generated and sent - with one-click email.
All Editions
Works on Community, Enterprise and Odoo.sh.
Quick start guide
Install the module
Install "Customer Statement Generator" from Apps.
Set your defaults
Choose statement type, aging buckets and footer text.
Generate or schedule
Run the wizard now or set a monthly schedule to auto-send.
Supported Odoo versions
Talk to our Odoo team
Need multi-currency statements, custom layouts, or another tailored module? We reply within 24 hours.
Email us: info@braincuber.com
Scan a QR with your phone camera to chat or visit our site - or email us using the button above.
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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