Customer/Supplier financial accounting Statement Odoo apps offers you to view customers or suppliers statements reports with overdue invoices details and helps you to send statements of account reports by email to your customers/suppliers statement reports comes with the due range tables with 0-30 days, 30-60 days, 60-90 and 90+ days kind of range. This Odoo apps also helps to print overdue invoice and overdue statement reports of customer statements tab of customer and supplier both shows total due amount and total overdue amount balance, total due is show total remaining due amount of customer or supplier and total overdue amount shows the total which become overdue based on the payment term selected on invoices. You can give the portal access to the specific customer/supplier to see the statement in portal.
Why Customer and Supplier Statements Matter
Managing receivables and payables is one of the most important aspects of business accounting. Customer and supplier statements provide a clear overview of outstanding balances, overdue invoices, completed transactions, and payment history. Instead of manually compiling account information, businesses can generate detailed statements directly from Odoo and share them with customers or suppliers in just a few clicks.
Regular statement sharing improves communication, reduces payment disputes, and helps maintain healthy business relationships. It also allows customers and suppliers to verify transactions quickly and keep their accounting records up to date.
Features
1) Customer/Supplier Statements
View/Print/Send by email Customer and Supplier statements with all transaction.
2) Customer Overdue/Due Payments Details Report
User can able to generate Customer Overdue/Due Payment report easily for overdue/due invoices and send it by email.
3) Partner wise Ledger Report
As this module also provide feature to print Partner Ledger Report for single partner.
4) Customer/Supplier Statement send by Email
You can send overdue statement by email to customer/supplier
5) Auto Send Monthly Statement to Customers/Suppliers
Monthly customer/supplier statement automatically sent to customer/supplier on configured date.
6) Auto Send Weekly Statement to Customers/Suppliers
Weekly customer/supplier statement automatically sent to customer/supplier on configured day of week.
7) Auto Send All Statement to Customers/Suppliers
All statements of customers/suppliers will sent to him on selected date.
8) Opt Statement Option
Opt Statement option is available if user do not wants to send auto statement by mail.
9) Account Statement in Portal Configuration
User have access to enable/disable 'Customer/Supplier Statement Portal' option.
10) Customer/Supplier Statement in the Portal
User can show and download/print customer/supplier statement from the portal.
Key Benefits of Statement Management in Odoo
This Customer/Supplier Statement Management solution offers much more than basic statement printing. Businesses can automate statement generation, schedule email delivery, monitor overdue balances, and provide secure portal access for customers and suppliers.
Some major benefits include:
- Faster collection of overdue payments.
- Reduced manual accounting work.
- Improved customer communication.
- Better visibility into outstanding balances.
- Automated weekly and monthly statement delivery.
- Accurate tracking of customer and supplier transactions.
- Enhanced transparency through portal access.
- Easy access to partner ledger reports.
By automating routine statement processes, accounting teams can focus on more strategic financial activities.
How Automated Statement Delivery Improves Cash Flow
Late payments can significantly impact business cash flow. Sending regular account statements serves as a reminder for customers regarding outstanding invoices and upcoming payment obligations.
With automated weekly and monthly statement delivery, businesses no longer need to manually prepare and send reports. Odoo automatically generates and emails statements based on configured schedules. This ensures customers receive timely account information, increasing the likelihood of faster payments and reducing the number of overdue invoices.
Automated statement distribution also creates a consistent follow-up process without requiring additional administrative effort.
Customer Portal Access for Better Transparency
Modern businesses increasingly provide self-service options to their customers. Through the statement portal feature, customers and suppliers can securely access their account information anytime.
Portal users can:
- View account statements online.
- Download statement reports.
- Print statements directly from the portal.
- Review transaction history.
- Check overdue and outstanding balances.
This self-service approach reduces support requests and gives customers instant access to important financial information whenever needed.
Display Customer Due/Overdue Statement
Goto Invoicing -> Configuration -> Settings in that user have options to display customer 'Only Due','Only Overdue', and 'Both' statement
Customer Statement
User can find "Customer Statement" and "Supplier Statement" tabs on customer/supplier form view, User also can see "Total Overdue Amount" and "Balance Due"
Send Customer Statement Report
User can send customer statement report by mail by clicking "SEND STATEMENT" button.
Auto Send Weekly Customer Statement
Under Invoicing > Configurations > Settings menu user have to enable "Send Customer Statement" and select "Period" as "Weekly" and select "Weekly Send Day".
User can choose "Transactions Display" as "All Transactions" or "Only Open Transactions" to send customer statements.
Auto Send Monthly Customer Statement
Under Invoicing > Configurations > Settings menu user have to enable "Send Customer Statement" and select "Period" as "Monthly" and enter "Statement Date"
Supplier Statement
User can find "Supplier Statement" tabs on vendor form view, User also can print supplier statements by clicking "PRINT SUPPLIER STATEMENT" button.
Auto Send Weekly Supplier Statement
Under Invoicing > Configurations > Settings menu user have to enable "Send Supplier Statement" and select "Period" as "Weekly" and select "Weekly Send Day".
User can choose "Transactions Display" as "All Transactions" or "Only Open Transactions" to send supplier statements.
Why Choose This Odoo Statement Management Solution
Businesses using Odoo often need a centralized solution for managing customer and supplier account statements. This module combines statement generation, overdue reporting, email automation, partner ledger reporting, and portal access into a single integrated solution.
Whether managing a small customer base or thousands of accounts, organizations can streamline statement communication and improve financial visibility across the entire business. The solution helps accounting teams maintain accurate records, improve collection efficiency, and deliver a better customer experience.
Its flexible configuration options allow businesses to choose between weekly, monthly, or custom statement schedules while controlling which transactions appear in the reports.
Advantages of Using Customer and Supplier Statements in Odoo
Implementing a dedicated statement management solution provides several operational and financial benefits for businesses.
Improved Payment Collection
Regular statement sharing reminds customers about outstanding balances and overdue invoices, helping businesses receive payments faster.
Better Financial Visibility
Users can easily monitor due amounts, overdue balances, and transaction histories without manually reviewing multiple invoices.
Reduced Manual Effort
Automated statement generation and email delivery eliminate repetitive accounting tasks and reduce administrative workload.
Enhanced Customer Experience
Customers and suppliers receive clear and professional account summaries, improving transparency and reducing payment-related queries.
Accurate Financial Reporting
Detailed statements and partner ledger reports provide a reliable source of financial information for reconciliation and auditing purposes.
Stronger Business Relationships
Consistent communication regarding account status helps build trust and maintain positive relationships with customers and suppliers.
By combining automation, reporting, and portal accessibility, this module enables organizations to manage customer and supplier accounts more efficiently while improving overall financial operations.
Conclusion
Customer and supplier statement management is essential for maintaining accurate financial records and improving payment collection processes. By automating statement generation, overdue reporting, email distribution, and portal access, businesses can reduce manual work while improving communication with customers and suppliers.
This Odoo solution provides a complete statement management system that helps organizations streamline accounting operations, enhance transparency, and maintain stronger business relationships through timely and accurate financial reporting.
Frequently Asked Questions (FAQs)
What is a customer statement in Odoo?
A customer statement is a detailed report showing invoices, payments, outstanding balances, and overdue amounts associated with a customer account.
Can statements be sent automatically?
Yes. The module supports automatic weekly and monthly statement delivery through email based on configured schedules.
Can suppliers receive statements as well?
Yes. Both customer and supplier statements can be generated, printed, and sent by email.
What information is included in the overdue report?
The overdue report includes unpaid invoices categorized by aging periods such as 0–30 days, 30–60 days, 60–90 days, and 90+ days.
Can customers access statements through the portal?
Yes. Customers can view, download, and print their statements directly from the Odoo portal when portal access is enabled.
Does the module support partner ledger reports?
Yes. Users can generate partner-wise ledger reports for individual customers or suppliers.
