$ 5.30
| Required Apps |
•
Invoicing (account)
• Discuss (mail) |
| Technical Name |
of_account_statement
|
| License | OPL-1 |
| Technical Name |
of_account_statement
|
| License | OPL-1 |
Introduction
The Odoo Account Statement module adds powerful reporting tools to your accounting workflows by enabling the creation of detailed statements for partners—either customers or suppliers—over customizable time periods. It aggregates transactions like invoices, payments, credit notes, and adjustments into a neat, consolidated view, improving visibility into financial interactions and helping businesses manage receivables and payables more effectively. This semi-standard feature fills the gap in core Odoo by offering clarity and control in partner account tracking.
Key Features
Generate partner statements summarizing all financial transactions within a specified date range
Include invoices (open or fully paid), payments, credits, refunds, and adjustments
Display opening balance, total invoiced amount, total payments made, and outstanding balance
Provide filters for partner selection, date ranges, and transaction statuses
Enable mass statement generation and printing for multiple partners at once
Benefits
Improve transparency and communication with partners through precise financial summaries
Save time by automating statement creation instead of manual ledger compilation
Streamline account reconciliation and payment follow-up processes
Enhance audit readiness with structured and printable documentation
Support better cash flow management by highlighting outstanding balances clearly
Compatibility & Technical Details
Technical Name: of_account_statement
License: Commonly OPL-1 or LGPL-3 depending on the vendor
Required Modules:
Core Accounting (Invoicing, Payments, Partner Ledger)
Reporting framework for PDF or printable output
Installation Steps:
Add the module to the Odoo Add-Ons directory.
Enable Developer Mode and update the apps list.
Install the module via the Apps interface.
Access the account statement menu, choose a partner and date range, and generate the statement.
Optionally, print or export statements for distribution or record-keeping.
Customer , Supplier / Vendor Statement of Account (SoA)
This module allows you to access Customer or Supplier / Vendor Statement of Account (SoA) based on invoices and bills in the system.
User can send Email to Customer and Supplier with attached statement document.
Also, Module will help you to calculate realtime overdue amount and Total amount due based on Invoice or Bill payments.
Features
Detailed Customer Statement for account (Customer SoA)
Detailed Supplier/Vendor Statement for account (Supplier SoA)
No Configuration required and Easy to Monitor Amount Due and Total Overdue Amount based on current date for Customers and Suppliers
Send Statement of Account (SoA) by Email in one Click
Print Customer Statement (PDF Report)
Print Customer Overdue Payment Statement (PDF Report)
Send Customer Statement with attached report and pre defined Email Template
Send Customer Overdue Payment Statement with attached report and pre defined Email Template
Print Supplier Statement (PDF Report)
Send Supplier Statement with attached report and pre defined Email Template
Print Supplier Overdue Statement (PDF Report)
Installation
1. Copy module to addons folder
2. Install the module normally like other modules
1. List of available User Group
User => Can Access Customer and Supplier/Vendor Account Statement (SoA)
2. Customer Statements
Open Customer (Contact) => Customer Statement tab will be available as shown in below screen(SoA)
3. Supplier Statement
Open Supplier/Vendor (Contact) => Supplier Statement tab will be available as shown in below screen(SoA)
4. Send Email to Customer
Send Customer Overdue Payment Statement by Email (with attachment PDF report)
Send Customer Statement by Email (with attachment PDF report)
5. Print Customer Statement (PDF Report)
Print Customer Overdue Payment Statement (PDF Report)
Print Customer Statement (PDF Report)
6. Send Email to Supplier/Vendor
Send Supplier/Vendor Statement by Email (with attachment PDF report)
7. Print Supplier Statement (PDF Report)
Print Supplier Statement (PDF Report)
Print Supplier Overdue Payment Statement (PDF Report)
8. Email Template Configuration
User can Configure Email Template easily from Settings / Email Templates
9. Direct Print Statement
User can print Statement directly from default Print button
Help and Support
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.