| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 1321 |
| Technical Name |
partner_statement_report |
| License | LGPL-3 |
| Website | http://yuab.odoo@gmail.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 1321 |
| Technical Name |
partner_statement_report |
| License | LGPL-3 |
| Website | http://yuab.odoo@gmail.com |
Partner Statement Report
Generate Activity, Detailed Activity, and Outstanding statements for customers and vendors â with PDF, Excel, and Email delivery.
Odoo 19 Accounting ContactsOverview
The Partner Statement Report module provides comprehensive account statements for both customers and vendors directly from Odoo. Choose from three statement types â Activity, Detailed Activity, and Outstanding â and deliver them as PDF, Excel, or by email. Accessible from both the Contacts menu and Accounting > Reporting > Partner Reports.
Key Features
3 Statement Types
Activity, Detailed Activity, and Outstanding
Customer & Vendor
Switch between customer invoices and vendor bills
PDF, Excel & Email
Multiple output formats with bulk ZIP download
Opening & Closing Balance
Accurate period-based balance tracking
Payment Sub-lines
Payments shown indented under each invoice with memo reference
Aging Buckets
Age by days or months, toggle visibility
Prior & Ending Balance
Detailed Activity shows full period snapshot
Exclude Zero Balances
Filter out fully settled partners automatically
Statement Types
Activity Statement
Shows all invoices raised within a selected period, with each payment applied against an invoice displayed as an indented sub-line. Starts with an opening balance carried forward from before the period and ends with a closing balance that reflects the net of all activity.
Detailed Activity Statement
An extended version of the Activity Statement. Opens with a Prior Balance table listing all open invoices before the period started, followed by the activity lines, and closes with an Ending Balance table showing all invoices still outstanding as of the end date â giving a complete picture of the partner's account.
Outstanding Statement
A snapshot of all unpaid invoices as of a specific date. Shows the original invoice amount, how much has been paid, and the remaining balance due â ideal for sending to partners as a reminder of what is currently owed.
How It Works
| 1 | Go to Contacts or Accounting > Reporting > Partner Reports and open Partner Statement |
| 2 | Select Statement Type, Partner Type (Customer / Vendor), and the partners |
| 3 | Set the date range, configure aging options, and apply filters |
| 4 | Click PDF, Excel, or Send by Email to generate and deliver the statement |
Screenshots
Access Rights
Partner Statement Wizard
Partner Statement
PDF Report
Excel Report
Send by Email
Installation
| 1 | Copy the module to your Odoo addons directory |
| 2 | Update the apps list |
| 3 | Install Partner Statement Report from the Apps menu |
Developed by Yunus Abdulaziz — yuab.odoo@gmail.com
Licensed under LGPL-3
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