Customer statements and overdue follow-ups, fully accounted for
Generate and email professional statements of account for every customer or vendor in one batch run, then track exactly who received them, who bounced, and who still needs a reminder — all from inside Odoo.
The problem
Odoo does not produce a customer-ready statement of account. Finance teams export aged-balance reports and manually copy transactions into spreadsheets or Word templates, sending each customer one email at a time. At month-end, with dozens or hundreds of accounts to chase, this does not scale — and once an email is sent, there is no way to know whether it actually arrived.
The solution
Generate statements for every customer or vendor with a single batch run, preview and exclude any line before it goes out, and send the whole batch by email. Every statement carries a delivery status — sent, failed, or bounced — so nothing goes out the door unaccounted for, and a dedicated retry queue makes fixing a bad address a two-click fix.
Built for accounts receivable
Every capability below is implemented in the module.
One-Click Batch Generation
Generate statements for every customer or vendor with an outstanding balance in a single run, instead of opening records one at a time. Filter by date range, partner list, or overdue-only, then generate the whole batch at once.
Delivery Status Tracking
Every statement shows a clear Draft, To Send, Sent, Failed, or Bounced status, so credit controllers always know exactly what has actually reached a customer's inbox.
Retry Queue for Failed Sends
Invalid or missing email addresses never fail silently. A dedicated Retry Queue lists every failed or bounced statement with its error message, so you can fix the address and resend in two clicks.
Preview & Exclude Before Sending
Review the full transaction list on every statement before it ships, and toggle any line — a disputed charge, a credit memo, an adjustment — out of the totals and the PDF with a single click.
Color-Coded Aging Analysis
Every statement breaks the balance into Current, 1-30, 31-60, 61-90, and 90+ day buckets, alongside opening balance, closing balance, and total overdue, so exposure is obvious at a glance.
Saved Filter Templates & Scheduling
Save a filter template with its own date-range preset, partner scope, and overdue threshold, then set it to run automatically on a chosen day each month — with auto-send included.
Configurable Overdue Reminders
Three ready-to-use escalation levels chase overdue balances with personalized email templates as accounts age, without a rules engine to configure — enable or disable the whole workflow from Settings.
Customer Self-Service Portal
Customers can log in to their own Odoo portal, see their current balance, and download any past statement as a PDF, cutting down on "please resend my statement" requests.
Customer & Vendor Statements, PDF and Excel Export
The same engine produces receivable statements for customers and payable statements for vendors, with a branded PDF report plus XLSX and CSV export for internal reconciliation, and drill-down links back to every source invoice and payment.
How it works
Set your filters
Choose a date range, partner scope, and overdue threshold, or pick a saved filter template with the range already configured.
Generate the batch
One click creates a statement for every customer or vendor in scope, with transactions, opening/closing balances, and aging already computed.
Preview and send
Review each statement, exclude any line you do not want included, then send the whole batch by email with one confirmed action.
Track and follow up
Watch delivery status roll in, retry any failed or bounced address from the queue, and let configured reminder levels chase overdue balances automatically.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. The same statement engine supports both customer (receivable) and vendor (payable) statements — choose the statement type per run or per saved template.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Customer Statements & Overdue Payments
Automate bulk customer and vendor statements of account with aging analysis, delivery tracking and a retry queue for failed sends.
Buy on Odoo App Store