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Accounting Invoice #accounting Bank Analytic
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  1. Accounting
  2. Forum

How do I edit a customer statement PDF

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Accounting
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Natasha Dane

Hi, 

Is there any way to customise the Customer Statement PDF so that the company logo etc is visible on it? I would also like to be able to remove the date and time that the PDF was generated. 

Thank you.


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Christoph Farnleitner

You can do that using Odoo Studio - or custom development, if you're not on an Enterprise subscription.

See also https://www.odoo.com/documentation/18.0/applications/studio.html and https://www.odoo.com/slides/31

Natasha Dane
Forfatter

Thank you Christoph. I do have the enterprise subscription, but the studio icon is not available when I use the Customer Statement button to create the report (see snipped screenshot below). I have looked in the reports list too and I cannot find one that matches the name. I am looking at creating a custom report that will do what I need it to do, but this seems like a lot of work when the report is already there, I would just like to edit the layout. 

 


Christoph Farnleitner

My bad, statements work differently. Odoo 18.4 - and therefore soon 19.0 would have you covered with a much nicer layout though... See https://demo.odoo.com

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Cybrosys Techno Solutions Pvt.Ltd
Bedste svar

Hi,

You can customise the existing reports by following the steps described in the blog below:

https://www.cybrosys.com/blog/how-to-customize-existing-reports-in-odoo-19


Hope it helps

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Steven Gibson
Bedste svar

The Customer Statement as shipped in V18 isn't a QWeb report, it uses the Accounting Report Engine. There used to be an Odoo supplied installable module that provided a QWeb customer statement in V17, but that was removed from V18.

I have a V19.0 test system running, and it appears Customer Statement is now referred to as "Due" from the Customer Card (where it was "Customer Statement"), and is appears even less formatted than the V18 statement.

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Natasha Dane
Forfatter Bedste svar

Hi David, 

The studio button is available on every other part of the app, both on mobile devices and on desktop, but it isn't available for the customer statement. Christoph (above) has said that it isn't available on the customer statement at present - but Odoo 19 will make it available. 

Thanks for your reply, natasha 


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David Carver
Bedste svar

Hi Natasha,

If you are not seeing the studio button, I would first check the app is downloaded, then after I would activate developer mode in your settings. This should give you also give you access to edit a statement.

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