Keeping customers informed about their outstanding balance is one of the most effective ways to speed up collections — but doing it manually every month is slow, inconsistent, and easy to forget.
Why Manual Statements Fall Short
Finance teams often export aging reports or build spreadsheets, then email customers one by one. As your customer base grows, this process breaks down. Some customers get statements late, others not at all, and the format varies from month to month.
What an Automated Statement Should Include
A useful account statement gives customers a clear picture of their financial relationship with your business:
- Company branding and customer billing details
- Statement period with start and end dates
- Invoice and credit note lines with running balance
- Payment entries and amounts in the customer’s currency
- Total overdue amount and balance due
Setup in Four Steps
With the right Odoo module, automation takes minutes:
- Install the module from Apps
- Enable Send Customer Statement in Invoicing settings and pick the day of month
- Let the scheduled action run — statements cover the full previous month
- Use the customer form wizard to print or email any statement on demand
Our Module
Monthly Customer Smart Statement for Odoo 17 delivers branded PDF statements by email on your chosen schedule, with a one-click manual send from the customer form. Available for Community and Enterprise with 60 days free support.