This document explains how to generate customer statements reports in Odoo 18 Enterprise, detailing the steps required to install the necessary module and access the reports. It covers multiple methods to create these reports from both the accounting and contacts modules, providing a comprehensive overview of customer financial transactions. Additionally, it includes resources for further information, such as the company's website and YouTube channel for Odoo-related content.

1. How to Generate Customer Statements
Report in Odoo 18
Enterprise

2. Enterprise
Introduction
In this slide we’ll discuss on how to generate Customer
Statements report in odoo 18. 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.

3. Enterprise
We have to ensure that the module Customer statement is installed
from App store to get this feature.

4. Enterprise
After installing, we have multiple ways to generate customer
statement report. We can access the report from Customer
submenu in Accounting module or moving to Contacts module.

5. Enterprise
We can open a customer and click on the gear icon and we can
select the Print Customer Statements option so that the report will
be downloaded.

6. Enterprise
Other way is from the partner ledger of the Reporting menu in
Accounting module.

7. Enterprise
In the report, if we hover on each partner, we can see the Customer
Statements option and if we click on it, we can download the report.

8. Enterprise
This is the sample report of the customer statements which shows
relevant information regarding customers’ account balance.

9. For More Info.
Check our company website for related blogs
and Odoo book.
Check our YouTube channel for
functional and technical videos in Odoo.
Enterprise
www.cybrosys.com