United KingdomAR / AP & Cash

Statement of Account Gen

Name: Statement of Account Gen
Price: 35 USD

Branded open-item & balance-forward customer statements, bulk PDF/email

Odoo 20.0Odoo 19.0Odoo 18.0

Compatible with Odoo 18.0 · 19.0 · 20.0

OPL-1 license · Odoo 18.0, 19.0 & 20.0

Statement of Account Gen

Branded open-item & balance-forward customer statements, bulk PDF/email

Stop building customer statements one at a time. Produce professional, branded statements in two formats — open-item (every outstanding invoice and credit note line by line) or balance-forward (opening balance, period activity, closing balance) — for a single customer or, with the bulk wizard, every customer with an outstanding balance in one click. Each statement snapshots its lines and ageing, so the figures stay stable even as invoices are later paid.

Key Features

Two Statement Types

Open-item statements list every outstanding document; balance-forward statements show an opening balance, the period's debits and credits, and a closing balance.

Ageing Breakdown

Each statement carries a current / 30 / 60 / 90 / 120+ day ageing snapshot plus running balances and days overdue per line.

Bulk Generation

The batch wizard generates statements for every customer with a balance, filtered by company, date range and minimum balance — all at once.

Email & PDF

Send statements individually or in bulk with a mail template, and print a clean, branded QWeb PDF report for any statement.

Stable Snapshots

Lines and balances are stored on the statement at generation time, so a statement you sent last month still reads exactly as it did then.

Read-Only & Safe

The module never posts journal entries — it reads receivable move lines and presents them, so it is safe to run at any time.

Screenshots

Statements

Generate Statements

Why Choose This Module

Open-item statements list every outstanding document; balance-forward statements show an opening balance, the period's debits and credits, and a closing balance.