Monthly Customer Smart Statement
Automatically email branded PDF account statements to customers on a chosen day — or send any statement manually in one click.
Automatically email branded PDF account statements to customers on a chosen day — or send any statement manually in one click.
Keeping customers informed about their outstanding balance speeds up collections — but doing it manually every month is slow and easy to forget. This module delivers a clear, professional account statement to each customer automatically: invoices, credit notes, payments, running balance and overdue totals.
Production-tested on Odoo Online, Odoo.sh, and on-premise with 60 days free support.
Set it once and statements go out every month on your chosen day.
A polished statement your customers can trust.
Generate and send any statement on demand.
| Odoo Version | 17.0 (Community & Enterprise) |
| Depends on | Accounting, Sales, Mail |
| Delivery | Automatic (cron) & manual (wizard) |
| License | LGPL-3 |
| Support | 60 days free support |
Contact us for installation, customization, or a custom module built to your requirements.
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