Customer Statement Report in Odoo 18 | How to Generate Customer Statements Report in Odoo 18
6Customer Statement Report in Odoo 18
Understanding the Customer Statement
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.
Generating a Customer Statement in Odoo 18
Odoo 18 offers multiple ways to generate customer statements:
1. Directly from the Customer Form
Navigate to Sales -- Customers.
Select the desired customer.
In the customer form, you'll find a "Customer Statement" button.
Clicking this button will generate a PDF of the customer's statement.
2. Using the Account Statement Report
Go to Accounting -- Reporting -- Account Statements.
Select the desired customer or customer group.
Choose the start and end dates for the statement.
Click "Generate Report"
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