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How to Generate Customer Statements in Odoo

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This question has been flagged
accountingreportingpayablesreceivablesv17
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Zuhair

Hello friends,


I am looking for assistance in generating Customer Statements that will summarize buyer’s and seller’s transactions over a set period of time within Odoo 17.1e. Can anyone kindly share insights or step by step instructions on how to create and manage customer statements effectively? 


Your expertise is highly valued, and any guidance would be greatly appreciated.


Thanking you in advanced


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Niyas Raphy (Walnut Software Solutions)
Best Answer

Hi,
You can check the partner ledger report. Accounting -> Reporting -> Partner Reports -> Partner Ledger





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Zuhair
Autor

Thank you Niyas

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Kamrul Hasan
Best Answer

For specific customer, 

Go to Customers > View Customer > More Action > Partner Ledger 


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Electron Trading Co.
Best Answer

Hi

it's taking long time, how to do a partner ledger for a specific partner in odoo17?

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Zuhair
Autor

Go to Partner Ledger by start typing in Odoo main page > Hover over the specific partner you are looking for you will see "Customer Statements" option appears > Click on that option.

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