In today’s video, we’re exploring how to create a Customer Statement Report in Odoo 18. This feature allows you to generate a clear summary of all financial transactions with a specific customer — including invoices, payments, credit notes, and any outstanding balances — all in one organized report.
It’s a simple yet powerful way to keep your customers informed about their account status and maintain transparency in your financial processes.
What You’ll Learn: 🔍
📍 Where to find the new Customer Statement smart button
📅 How to filter by date range: Month, Quarter, Year, or custom dates
📒 How to include or exclude specific journals and accounts
📬 How to send statements via email or export them as PDF or XLSX
👀 What the final report looks like in both formats
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More details here:
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