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- Customer Account Statement
Vista previa ilustrativaA build-to-order Odoo module that generates branded customer account statements,
running ledgers, and aged-overdue reports straight from your receivables.
ECOSIRE scopes, builds, installs, and supports it on Odoo 17/18/19 after you request a quotation.
¿Qué es Customer Account Statement?
A build-to-order Odoo module that generates branded customer account statements, running ledgers, and aged-overdue reports straight from your receivables. ECOSIRE scopes, builds, installs, and supports it on Odoo 17/18/19 after you request a quotation. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.
Características clave
Hecho a medida, listo para ti
Sin configuración por tu cuenta: una app funcional creada, instalada y con soporte de ECOSIRE.
- 1
Haces el pedido
Empieza con un precio único de desarrollo. Definimos el alcance contigo en el arranque.
- 2
Creamos e instalamos
ECOSIRE la crea, la configura y la instala en tu Odoo.
- 3
En marcha + soporte
Sales en vivo en aproximadamente una semana laboral, con dos semanas de soporte tras la puesta en marcha. Los defectos en el código que entregamos se corrigen sin coste.
Especificaciones técnicas
- Compatibilidad con Odoo
- Odoo 17, Odoo 18, Odoo 19
- Ediciones
- Enterprise y Community
- Licencia
- La licencia requiere confirmación
- Requisito de Python
- Python 3.10+
- Base de datos
- PostgreSQL 12+
Sobre este producto
Finance teams running Odoo hit the same wall every month-end: a customer asks "what exactly do I owe you?" and there is no single, dated, opening-to-closing document to send them. Odoo core gives you the Partner Ledger and the Aged Receivable report, but those are internal accounting views — they show reconciled journal items, not a clean, branded statement a customer can read, dispute, or pay against. Teams end up exporting to spreadsheets, hand-assembling statements, and chasing overdue balances from memory. That manual loop is slow, error-prone, and it delays cash collection.
This is a made-to-order module that ECOSIRE builds for your Odoo instance to close that gap. At its core it adds a statement engine that reads posted account.move.line entries against receivable accounts, groups them per res.partner (with configurable child-contact and commercial-entity roll-up), and renders a running-balance statement as a QWeb PDF: opening balance, every invoice, credit note, and payment in date order, then a closing balance, in the customer's currency with multi-currency handled correctly. Alongside it we build an aged-overdue report bucketed (current / 30 / 60 / 90 / 90+, or your own buckets) with a compute layer using @api.depends on date_maturity so the ageing recomputes reliably, plus a detailed customer ledger view for internal drill-down.
Technically it ships as a real module, not a report tweak. A dedicated transient wizard model (models.TransientModel) drives statement generation with date-range, partner, aging-date and open-items-only filters; the QWeb templates live in versioned XML you own; access is locked down with ir.model.access.csv plus record rules so a salesperson only sees their own customers' statements. We wire an optional scheduled automated action (ir.cron) that emails statements on a cadence you define through Odoo's native mail templates, and expose the generator over the standard XML-RPC/JSON-RPC API so your portal, website, or an external collections tool can pull a customer's current statement on demand. Where your edition allows it, follow-up and reminder hooks integrate with the accounting follow-up flow (Enterprise) or a lighter self-contained reminder path (Community) — we confirm which during scoping.
Because every receivables setup is different — tax display, currency rounding, branch/analytic segmentation, PDF letterhead, dispute notes — this is built to your confirmed scope rather than shipped as a one-size-fits-all download. After a short scoping call we lock a fixed written quote, build on a branch, and hand over installable source. Typical delivery is one working week from confirmed scope. Pricing starts from $999 (indicative, single-company base scope); multi-company consolidation, multi-currency revaluation depth, extra languages, custom aging logic, and API/portal integrations increase the quoted scope.
lo que obtienes
- Installable source code for your Odoo version (17.0, 18.0, or 19.0) as a self-contained module
- Installation and configuration on your staging then production instance, including access rights and record rules
- Technical documentation: data model, compute methods, QWeb templates, cron and API endpoints
- End-user guide plus a live training session for your finance and sales teams
- UAT on a staging clone with an agreed acceptance checklist and a documented rollback plan
- Post-go-live support window for defect fixes and configuration adjustments
- Git repository handover with tagged release and clean commit history
- Configured mail templates and (if in scope) the scheduled statement-emailing cron
¿Para quién es esto?
Accounts Receivable / Collections Lead
Owns cash collection and needs a defensible, branded statement to send customers and an accurate aging report to prioritize chasing. Wants one-click and scheduled generation instead of month-end spreadsheet assembly.
Finance Manager / Controller
Needs reconciled, auditable statements that tie back to journal items and correct multi-currency handling. Cares about record-rule segregation so reps only see their own customers and about clean handover documentation.
Odoo Administrator / Internal IT
Maintains the instance and wants a properly packaged module with `ir.model.access.csv`, versioned QWeb XML, and a git repo — not a database-side hack — so upgrades across 17/18/19 stay clean.
Operations Lead at an SME running Odoo
Runs a lean team where late payments hurt cash flow. Wants automated, scheduled statement emails and a simple aging view without hiring a full-time accountant or maintaining custom code.
Cómo se compara Customer Account Statement
| Criterio | ECOSIRE | Construcción personalizada | Competidor | Nativo de Odoo |
|---|---|---|---|---|
| Fit to your receivables & branding | Built to your confirmed scope, letterhead, and aging rules | Fully bespoke but you own all analysis and risk | Generic layout, limited to its built-in options | Internal accounting views, no customer-ready statement |
| Customer-facing statement PDF | Branded QWeb statement, opening-to-closing running balance | Whatever you build and maintain yourself | Standard template, hard to restyle | Not available — Partner Ledger is internal only |
| Aged-overdue reporting | Configurable buckets, compute layer, PDF/XLSX export | Build and test your own aging logic | Fixed buckets, little tailoring | Aged Receivable exists but is not customer-shareable |
| Automation & scheduled emailing | Optional `ir.cron` + mail templates by segment | You design and maintain the cron yourself | Sometimes present, rarely segment-aware | Follow-ups exist (mainly Enterprise), not statement-centric |
| Security & access control | `ir.model.access.csv` + record rules per rep/team | Depends entirely on your implementation | Basic access, coarse-grained | General accounting access, no statement-level scoping |
| API / integration | XML-RPC/JSON-RPC endpoint for portal or collections tools | Possible but another thing to build | Usually none | Raw ORM access only, no packaged endpoint |
| Support & maintenance | Post-go-live window + git handover + version upgrades | Entirely on your team | Vendor-dependent, tickets in a queue | Odoo core support, no custom-feature coverage |
| Cost & delivery model | Fixed quote after scoping, from $999 indicative, one working week | Open-ended dev time and budget | Low sticker price, hidden fit/rework cost | Included, but the capability gap remains |
Preguntas frecuentes sobre Customer Account Statement
Is this an existing app I can download and install right now?
No. This is a build-to-order module. ECOSIRE scopes it with you, builds it against your Odoo version and receivables setup, then installs and supports it. You are commissioning a made-to-order solution, not buying an instant download.
How long does delivery take?
Typical delivery is one working week from confirmed scope. After the scoping call we lock a written quote and timeline; the range depends on multi-company consolidation, custom aging logic, integrations, and how much UAT feedback comes back.
How does pricing and scoping work?
Pricing starts from $999 as an indicative single-company base scope. We hold a short scoping call, then issue a fixed written quote before any build starts. Drivers like multi-company, multi-currency depth, extra languages, custom aging, and API/portal integrations increase the quoted scope — but the quote you approve is fixed.
What about support and updates after go-live?
Every build includes a post-go-live support window for defect fixes and configuration tweaks. Because you receive the git repository and full source, you can maintain it yourself or retain us for ongoing support and version upgrades across Odoo 17/18/19.
Will it work on Odoo Community, or only Enterprise?
Both. The core statement, ledger, and aging features work on Community and Enterprise. Some follow-up/reminder integrations rely on Enterprise accounting features — where you run Community we build a self-contained reminder path instead. We confirm exactly what applies during scoping.
Do the statements stay accurate with multi-currency and partial payments?
Yes. The engine reads posted journal items and renders in the partner currency with company-currency reconciliation, and the open-items mode nets payments against invoices so partial settlements show correct residual balances rather than gross amounts.
Can statements be emailed automatically?
Yes, if it is in scope. We can wire an `ir.cron` automated action that generates and emails statements on your chosen cadence using Odoo mail templates, targeted by customer tag, sales team, or segment.
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Customer Account Statement
A build-to-order Odoo module that generates branded customer account statements, running ledgers, and aged-overdue reports straight from your receivables. ECOSIRE scopes, builds, installs, and supports it on Odoo 17/18/19 after you request a quotation.
- Running-balance customer statement as a QWeb PDF: opening balance, dated transactions, closing balance, on your letterhead
- Statement engine reads posted `account.move.line` against receivable accounts only, so drafts and internal moves never leak into a customer document
- Per-`res.partner` grouping with configurable roll-up of child contacts and the commercial entity (`commercial_partner_id`)
- Aged-overdue report with configurable buckets (current / 30 / 60 / 90 / 90+) computed via `@api.depends` on `date_maturity`