How to Generate Customer Statements Report in Odoo 18

In this slide we’ll discuss on how to generate Customer Statements report in odoo 18. A customer statement is a summary of all financial transactions between a business and a customer over a specific period.

1. How to Generate Customer Statements Report in Odoo 18 Enterprise

2. Enterprise Introduction In this slide we’ll discuss on how to generate Customer Statements report in odoo 18. A customer statement is a summary of all financial transactions between a business and a customer over a specific period. It includes invoices, payments, credits, and other relevant information, providing a clear overview of the customer's account balance.

3. Enterprise We have to ensure that the module Customer statement is installed from App store to get this feature.

4. Enterprise After installing, we have multiple ways to generate customer statement report. We can access the report from Customer submenu in Accounting module or moving to Contacts module.

5. Enterprise We can open a customer and click on the gear icon and we can select the Print Customer Statements option so that the report will be downloaded.

6. Enterprise Other way is from the partner ledger of the Reporting menu in Accounting module.

7. Enterprise In the report, if we hover on each partner, we can see the Customer Statements option and if we click on it, we can download the report.

8. Enterprise This is the sample report of the customer statements which shows relevant information regarding customers’ account balance.

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