Chapter 4 Customer Statements

For customers in regions such as Australia, India, and New Zealand, companies often need to send customer statements. Odoo installs the Customer Statements localization module, l10n_account_customer_statements, for some localizations.

After installation, users can print a customer's statement from the customer record.

The native module provides basic statement printing, but it is limited to the month of the print date. For example, if today is November 30, the statement covers November 1 to November 30. If printing on December 1, the statement only shows December 1 and does not include previous months.

Send Statements By Email

To make customer statement sending easier, Qingdao Ohm's customer statement solution adds email sending. Users can manually send statements to selected customers.

Send Statements By Scheduled Action

Many companies need to send customer statements periodically. The statement solution adds a scheduled action so the system can send statements regularly.

By default, the scheduled action sends last month's statement to all customers based on the current date. To send a specified month, pass the month parameter.

model.send_statements(month=-2)

To send statements to specified customers, pass partner_ids.

model.send_statements(partner_ids=[1, 2, 3])

Add Terms To Statements

If the company wants to add notes or terms to customer statements, it can be configured in Qingdao Ohm's accounting solution.

Go to Accounting -> Settings -> Customer Statements.

Enter the desired terms and content.

The printed statement then shows the content.

Implementation Advice

Customer statements are useful when customers buy repeatedly and pay periodically. Before enabling automated sending, confirm:

• Which customer group should receive statements.
• Which month or period should be included.
• Whether statements should be sent manually or by schedule.
• Which email template and sender should be used.
• Whether statement terms or payment instructions are required.

This chapter explained customer statement printing, email sending, scheduled sending, and statement terms. The next chapter explains journal sequence rules and inalterability errors.