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How do you do generate the end of month monthly statements for customers?

danielle twining
on 10/4/13, 12:59 AM 3,926 views

How do you do the end of month monthly statements for customers.


Can you please elaborate what exactly do you need? It would help us to reply you in a better way.

Thanks SerpentCS

Serpent Consulting Services Pvt. Ltd.
on 10/4/13, 3:21 AM

This seems like quite a big oversight for such a mature product. Even 100 euro accounting package you buy off the shelf for desktop machines have as standard some statements that can be sent to customers each month. With odoo running, as it almost always is, on a server and connected to its own email server it has the capability to do this with virtually no effort for the user - so why is this not standard yet ?

Kurt Haselwimmer
on 6/26/14, 2:16 AM

did you find a way to send a monthly statement to your customers?

Pascal Tremblay
on 12/8/14, 7:39 PM
Certainly did

Sent from my Samsung GALAXY S4 on the Telstra 4G network

-------- Original message --------
From: Pascal Tremblay
Date:09/12/2014 11:39 AM (GMT+10:00)
To: Carrie-Anne Scott
Subject: Re: customers monthly statement

did you find a way to send a monthly statement to your customers?

Pascal Tremblay
Sent by Odoo S.A. using Odoo about Forum Post customers monthly statement
on 12/8/14, 7:46 PM
danielle twining
On 10/4/13, 3:23 AM

I am trying to find where I can print a monthly statement of the all the invoices for each customer to send to them. I will have all the invoices for that month with the final payment due.

Currently this feature is not available in the system but we can achieve it through a cutomized report.

Serpent Consulting Services Pvt. Ltd.
on 10/4/13, 4:02 AM

Is there any existing report close to what is requested here?

Gilles Lehoux
on 3/30/14, 10:23 PM
On 1/25/16, 3:00 PM


I needed a better customer statement solution, so I hire and paid for a new app from one of odoo contributors.  it works very good!!  I want to give back to the community that gave me so much, so I asked him to upload it on github, here is the link https://github.com/aek/odoo_public/tree/9.0/addons/overdue_timeframe  


 to install:

unzip file, add the folder in your addon file, in my case using centos 7 and odoo 9 it is located at /usr/lib/python2.7/site-packages/openerp/addons
then login, push on about (under the admin name on top right, and click to activate the developer mode. then go to settings, and click on update app list.  once done, now search for overdue timeframe and click install.

now that its installed, go to sales tab, on the bottom left, you will see overdue timeframe, you can customer the timeframes, so in my case i put the name 1-10, starting at 0 days till day 10 and the color code i left blank.

i create 3 more time frames, the second one was from 11-20, then a third from 21-30 and the last one 30 > (starting 30 and ending 0)

the last one i put a color code of red 0000FF, so anything that is older than 31 days shows up on the report in RED color in the printed PDF, not standard black.  (thats what the color code means)

now if you go to customers (under sales), click on the customer you need to make the statment, then the drop down print  menu has an option called customer statements, click that and you will see the generated report!!

there is a part called REFERENCE on the report, this is the reference that you can type manually by the sales order or invoice under the other tab, so for my case i put my clients PO number there, so it prints those references for my clients to know how to match their PO with my invoices.

the report ONLY generates what is in open status, NOT what is already paid, just what is NOT yet paid.

if you want a full report like the one that comes with odoo 9, in the same customers print menu option there is the standard overdue payments option which shows everything about the client, all paid and non paid, every movement for that client.


Mustufa Rangwala
On 6/15/16, 5:39 AM


We have just developed app on Odoo store: https://apps.odoo.com/apps/modules/9.0/account_customer_statement/


Probuse Consulting Service Pvt Ltd

Mayur Maheshwari
On 8/22/15, 12:15 PM

HI, For Print customer statement you can take a look below link

 Print customer account statement in Odoo

Hope It Helps !!!

Are you selling the module here?

on 1/25/16, 6:51 PM

can it list all the invoice lines, instead of invoices?

Fanha Giang
on 1/25/16, 11:44 PM
Cyrus Waithaka
On 4/29/15, 3:16 AM

The Overdue Payments report under the customers profile could be what you were looking for. Go to Settings>Configuration>accounting> and select the "Manage customer payment follow-ups" option to add the feature.

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Asked: 10/4/13, 12:59 AM
Seen: 3926 times
Last updated: 6/15/16, 5:39 AM