Partner Statement from portal
Allow any commercial partner to download their partner statements from the portal.
Partner statements are created using the default values of their wizard.
auto_awesome What this module does
AI-generated from the code · Odoo 14.0Lets a commercial partner view and download their own Outstanding Statement from the customer portal, in HTML or PDF, without contacting accounting.
This module adds a "Partner Statements" entry to the customer portal home page, but only for users who are the commercial partner of their own company (for example the main contact of a customer company, not a simple contact person).
From the portal page, the user sees a table listing the available statement ("Outstanding Statement") with two buttons: View (opens the statement as a web page) and Download (gets it as a PDF). The statement is generated with the default settings of the standard partner statement wizard, so no extra options are offered on the portal.
Access is controlled automatically: the statement only appears if the user's company is allowed to use it. If a user without the right access tries to open the download link directly, Odoo blocks the request with an access error message telling them to ask their commercial partner or administrator.
The module works together with the partner statement module and reuses its report actions for the outstanding statement. It does not create new database models; it only adds portal pages, a breadcrumb, and the download route.
Depends on
Text generated by AI (DeepSeek) from reading the Odoo 14.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 1 confirmed, 8 with no information of 9 versions.
Sources · Odoo 14.0
Confirmed on 2026-11-03 in branch 14.0 of OCA/account-financial-reporting.
terminal Installation and usage
OCA documentation · Odoo 14.0Usage
Source · Odoo 14.0In the portal home (URL /my), select the "Partner Statements" entry.
In the "Partner Statements" page, select an action for any of the listed Partner Statements.
No verified information in OCA: Installation, Configuration.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.