| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Accounting (accountant)
• Contacts (contacts) • Invoicing (account) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 2557 |
| Technical Name |
wao_account_statement |
| License | OPL-1 |
| Website | https://www.waogroup.odoo.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Accounting (accountant)
• Contacts (contacts) • Invoicing (account) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 2557 |
| Technical Name |
wao_account_statement |
| License | OPL-1 |
| Website | https://www.waogroup.odoo.com/ |
WAO Account Statement
Generate detailed customer statements for any period: every invoice, payment, and credit note in one professional PDF, with optional account and aging summaries, your branding, and reliable queue-based email or print workflows.
Demo â Statements (local currency)
Demo â Multi-currency
Core reporting
- Period activity statements: Full transaction history for the dates you selectânot only open items.
- Optional account summary: Opening balance, totals for invoices, credits, payments, and closing balance for the statement period. (This summary is for customer statements only; it is not used on follow-up reports.)
- Optional aging summary: Include or exclude aging bands on the statement.
- Transaction clarity: Optional column for transaction type (invoice, credit note, payment).
Branding & content
- Multiple statement templates with professional layouts.
- User-controlled branding: gradient banner colours, font colours, logo size, banner width and height.
- Statement branding themes can differ from follow-up themes (follow-up is a separate app).
- Multiple themes for different customer groups; enable multi-currency on a theme when you need foreign-currency statements.
- Custom notes (e.g. payment instructions) and custom bank details per branding theme.
Multi-currency statements
- Produce statements in invoice currency instead of only company base currency.
- Customers invoiced in several currencies get activity grouped by currency.
- Optionally show per currency: account summary, activity, and aging.
- Configure themes under Accounting â Configuration â Statement configuration.
Per-customer statement settings
- Assign a statement branding theme, delivery method (email or post), statement contacts, and email templates.
- Enable or disable automatic statement runs per customer.
- Optional auto-generated customer ID on printed statements.
- Settings for statements are separate from follow-up settings (managed in the follow-up app).
Email, PDFs & invoice handling
- Standard Odoo email templatesâeditable bodies, sender, and reply-to.
- Optionally attach current invoice PDFs (reprint latest version; avoids stale attachments).
- Optional secure links to invoices instead of bulky PDFs.
- Quick links from customer settings to the templates you need to edit.
Bulk actions, automation & performance
- Bulk update statement options: themes, on/off automation, delivery, templates.
- Semi-automated sending with prompts to confirm reconciliation and data quality.
- Minimum balance threshold to skip low-balance customers.
- Queue-based processing: status tracking (pending, sent, failed); smaller jobs first, heavier mailings scheduled later.
- Execution time window (start/end hours) so batches run when it suits your infra.
- Integrates with Odoo scheduled actions; system parameters for administrators.
Generation, delivery & audit
- Generate from customer records or aged receivables; preview PDF and send in one flow.
- Bulk send from list views via actions.
- Post / print: bulk download for manual mailing.
- Queue log and contact-level history on the customer for audits.
- Compatible with standard statement actions; branding stays consistent.
Additional product overview (video)
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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