One screen for what a partner owes and what you owe them
The complete partner ledger, aging, and portal statement in Odoo — running balance, overdue flags, and payment history without opening Accounting.
The problem
Checking a customer's balance means leaving your workflow for the Accounting app and digging through the Partner Ledger or Aged Receivable reports just to answer "what do they owe us, and why?" During a payment dispute you need the full invoice, credit note, and payment history in seconds — not a report export.
The solution
Partner Ledger On Screen puts the running-balance ledger, combined receivable and payable position, and aging breakdown directly on the partner form and in a one-click wizard. Print a PDF statement or let the partner download their own from the portal — no Accounting access required.
Everything you need to answer “what do they owe?”
Every capability below is implemented in the module.
Running-Balance Ledger
Open a partner's complete transaction history — invoices, credit notes, and payments — with the balance recalculated after every line.
Receivable + Payable, One View
See what the partner owes you and what you owe them together, or filter to either side alone.
Inline Balance On The Partner Form
Receivable, payable, net, and overdue totals sit right on the partner form, with a smart button straight into the ledger.
Color-Coded Aging Buckets
Outstanding amounts are grouped into current, 1-30, 31-60, 61-90, and 90+ day buckets so overdue exposure is visible at a glance.
As-Of-Date & Date-Range Filtering
Pick any past date to see the balance as it stood then, or filter the ledger to a specific date range.
Overdue Flagging
Overdue lines are highlighted in red with days-overdue shown, so nothing slips past a due date unnoticed.
Opening Balance Initialization
Seed a partner's prior-relationship balance so totals are correct from day one, even for partners with pre-Odoo history.
QWeb PDF Statement
Generate a formatted statement PDF with the aging summary and running-balance transaction table in one click.
Portal Self-Service Statements
Customers and vendors view and download their own statement from the portal — no email request to the finance team needed.
How it works
Open The Ledger
Click the Partner Ledger smart button on any partner form, or launch the wizard from the menu.
Set Your Filters
Choose the date range, account type (receivable, payable, or both), and aging basis.
Review The Balance
See the running balance, aging buckets, and overdue flags update line by line.
Share The Statement
Print a PDF statement, or let the partner download it themselves from the portal.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No — it complements it. This module gives non-accountant staff and partners a fast, on-screen and portal view without needing Accounting access, while the native reports remain available for finance teams.
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.
Partner Ledger On Screen
A running-balance ledger with color-coded aging buckets and portal self-service statements, right on the partner form — no report export required.
Buy on Odoo App Store