Get Paid Faster With Automated Account Statements
Generate, preview, and email aged customer and vendor statements from one workspace — with aging buckets, batch sending, and full delivery tracking so nothing falls through the cracks.
The problem
Finance teams still generate account statements one partner at a time from native reports, then manually attach and email each PDF. There is no way to know if a statement was ever delivered, no way to send in bulk, and no clear signal for which partners should be excluded from an automated run. The result is a recurring manual grind that eats hours and lets overdue balances slip through unnoticed.
The solution
Customer & Vendor Statements adds a dedicated workspace to Odoo Accounting: generate branded PDF statements with aging buckets in one click, batch-process an entire book of receivables or payables, schedule automatic monthly emailing to opted-in partners, and see exactly which statements were sent, failed, or are still pending — right from the partner record or a consolidated list.
Everything your AR/AP team needs
Every capability below is implemented in the module.
One-Click Statement Generation
Generate a customer or vendor statement straight from the partner record with a single click — no manual navigation through separate reports.
Configurable Aging Buckets
Every statement automatically sorts open balances into Not Due, 0-30, 31-60, 61-90, and 91+ day buckets, so overdue exposure is clear at a glance.
Branded PDF Statements
Each statement renders as a branded PDF with the partner's transaction history, due dates, and an aging summary table, correctly presented for multi-currency partners — ready to email or print.
Statement Preview Before Sending
Review the generated PDF before it goes out, catching formatting or balance issues before a customer or vendor ever sees them.
Batch Generation & Bulk Send
Pick customers or vendors, a date range, and generate statements for the whole batch in one action from a dedicated wizard — with an optional auto-send toggle.
Scheduled Automatic Emailing
A monthly scheduled job automatically emails statements to opted-in partners who currently carry an outstanding balance, skipping everyone else.
Unambiguous Auto-Send Opt-In
A single, clearly labeled "Auto-Send Statements" checkbox on the partner record controls automation — no ambiguous toggles to misread.
Delivery Status Tracking
Every partner shows its last statement status — Sent, Failed, or Pending — and the date it was last sent, right on their record.
One-Click Retry on Failed Delivery
Failed deliveries stay visible with the underlying error, and a single Retry button re-attempts the send without regenerating the statement.
How it works
Flag Partners
Enable "Auto-Send Statements" on any customer or vendor you want included in scheduled runs.
Generate
Create a statement from a partner record, or generate a whole batch at once from the wizard.
Preview & Review
Check the branded PDF and aging summary before anything is sent to a partner.
Send & Track
Email the statement and watch its status update to Sent, Failed, or Pending on the partner record.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. It complements native accounting reports by adding a dedicated statement workspace with aging buckets, batch processing, scheduled emailing, and delivery tracking on top of your existing chart of accounts and invoices.
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 & Vendor Statements
Batch-generate branded, aging-bucketed account statements for customers and vendors, send them on a schedule, and track exactly which ones were delivered.
Buy on Odoo App Store