Customer Invoice Report

Generate Excel Report for Posted Customer Invoices

This module allows you to generate Excel reports for all posted customer invoices. The wizard provides a simple way to export invoices grouped by month and year, with total amounts displayed in a clean Excel sheet for accounting and reporting purposes.

Overview

Customer Invoice Report is a powerful yet simple reporting module designed to help businesses generate structured Excel reports for posted customer invoices in Odoo. Managing invoice data for accounting, audits, and financial analysis can be time-consuming when done manually. This module streamlines the process by allowing users to export posted customer invoices grouped by year and month, with clearly summarized totals in a clean Excel format. With an easy-to-use wizard interface, users can generate and download reports in just a few clicks — making it ideal for accountants, finance teams, and business managers who need accurate financial summaries for reporting and reconciliation.

Screenshots

Invoice Report Menu & Generate Report Wizard

There's navigation path inside the Odoo Accounting module where users can access the Customer Invoice Report feature. Under the Reporting menu, the Invoice Reports → Generate Report option allows users to open the report wizard and generate Excel reports for posted customer invoices. The wizard provides a simple and user-friendly interface to export invoices grouped by year and month, enabling quick financial analysis and structured Excel reporting.

Report Generation Wizard

This displays the Customer Invoice Excel Report wizard interface. From this popup window, users can generate the Excel report for posted customer invoices with a single click using the Generate Report button. The simple and clean design ensures quick access to invoice data export, making financial reporting efficient and user-friendly for accounting teams and managers.

Generated Excel File Download Confirmation

This shows the successful generation of the Customer Invoice Excel report. Once the user clicks Generate Report, the system automatically creates and displays the downloadable Excel file (e.g., Customer_Invoice_Report_AED.xlsx). Users can instantly download the generated report, ensuring quick access to structured invoice data for accounting, auditing, and financial analysis purposes.

Customer Invoice Annual Comparison Report

The Customer Invoice Annual Comparison Report module provides a comprehensive, high-level financial overview of your company's billing performance across multiple years. This tool is designed for management and finance teams to track monthly revenue trends, compare year-on-year (YoY) performance, and identify seasonal fluctuations in a single, consolidated view.