Curious if there are alternative methods available within Odoo to obtain these statements, or if configuration is necessary. If configuration is indeed required, I would greatly appreciate guidance on how to configure statements for both customers and vendors.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Financeiro
- Inventário
- PoS
- Project
- MRP
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Hello,
You can install the Accounting Customer Statement module and take the customer statement prints from Odoo. The print will be available in Customer > Action. You can watch below video as well for more details.
Another option is to take the it from the Accounting > Reporting > Partner Ledger. There is no separate configuration is required. You can filter the partner and take the report in PDF or Excel
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