$ 5.30
| Required Apps |
•
Invoicing (account)
• Discuss (mail) |
| Technical Name |
of_account_statement
|
| License | OPL-1 |
| Technical Name |
of_account_statement
|
| License | OPL-1 |
Introduction
The Odoo Account Statement module adds powerful reporting tools to your accounting workflows by enabling the creation of detailed statements for partners—either customers or suppliers—over customizable time periods. It aggregates transactions like invoices, payments, credit notes, and adjustments into a neat, consolidated view, improving visibility into financial interactions and helping businesses manage receivables and payables more effectively. This semi-standard feature fills the gap in core Odoo by offering clarity and control in partner account tracking.
Key Features
Generate partner statements summarizing all financial transactions within a specified date range
Include invoices (open or fully paid), payments, credits, refunds, and adjustments
Display opening balance, total invoiced amount, total payments made, and outstanding balance
Provide filters for partner selection, date ranges, and transaction statuses
Enable mass statement generation and printing for multiple partners at once
Benefits
Improve transparency and communication with partners through precise financial summaries
Save time by automating statement creation instead of manual ledger compilation
Streamline account reconciliation and payment follow-up processes
Enhance audit readiness with structured and printable documentation
Support better cash flow management by highlighting outstanding balances clearly
Compatibility & Technical Details
Technical Name: of_account_statement
License: Commonly OPL-1 or LGPL-3 depending on the vendor
Required Modules:
Core Accounting (Invoicing, Payments, Partner Ledger)
Reporting framework for PDF or printable output
Installation Steps:
Add the module to the Odoo Add-Ons directory.
Enable Developer Mode and update the apps list.
Install the module via the Apps interface.
Access the account statement menu, choose a partner and date range, and generate the statement.
Optionally, print or export statements for distribution or record-keeping.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.