> ## Documentation Index > Fetch the complete documentation index at: https://docs.helloleo.dev/llms.txt > Use this file to discover all available pages before exploring further. # Customer Portal with Odoo > Build a secure customer portal on top of your Odoo ERP Learn how to build a custom customer portal that connects to your Odoo instance, allowing customers to view orders, invoices, and account information without direct backend access. ## Overview This example demonstrates building a customer portal that: * Displays customer orders and invoices from Odoo * Shows account balance and payment history * Allows customers to download invoices and documents * Provides a secure, custom-branded interface ## Prerequisites * Odoo integration configured in HelloLeo * Customer data in your Odoo instance * Basic understanding of Odoo models (sale.order, account.move, res.partner) ## Step-by-Step Guide ### 1. Set Up the Integration First, ensure your Odoo integration is configured: 1. Go to **Project Settings** → **Project Integrations** 2. Select **Odoo** and enter your credentials 3. Test the connection ### 2. Create the Main Portal Page Start by creating a dashboard that displays customer information: ``` Create a customer portal page that shows: - Customer name and account information from Odoo - Total orders count - Total invoices count - Account balance - Recent activity timeline Use data from Odoo res.partner model for customer info, sale.order for orders, and account.move for invoices. ``` ### 3. Display Orders List Create a page to show all customer orders: ``` Create an orders page that displays all orders from Odoo for the current customer. Show: - Order number - Order date - Total amount - Status (draft, confirmed, done, cancelled) - Link to order details Filter orders by the current customer's partner ID from Odoo. Add search functionality to find orders by number or date. ``` ### 4. Show Order Details Create a detailed order view: ``` Create an order details page that shows: - Order header (number, date, status) - Customer information - Order lines with product name, quantity, price, subtotal - Order total and taxes - Delivery address - Payment status Fetch order data from Odoo sale.order model using the order ID. ``` ### 5. Display Invoices Create an invoices page: ``` Create an invoices page showing all invoices from Odoo for the current customer. Display: - Invoice number - Invoice date - Due date - Amount - Status (draft, posted, paid) - Download button for PDF Use Odoo account.move model filtered by customer partner ID. ``` ### 6. Add Invoice Download Enable customers to download invoices: ``` Add functionality to download invoice PDFs from Odoo. When user clicks download button, fetch the invoice PDF from Odoo using the account.move report endpoint. ``` ### 7. Create Account Summary Add an account summary section: ``` Create an account summary component showing: - Total outstanding invoices - Overdue amount - Payment history - Next payment due date Calculate totals from Odoo account.move records filtered by customer and payment status. ``` ## Example Prompts ### Initial Setup ``` Build a customer portal with navigation menu, dashboard, orders page, invoices page, and account summary. Connect all pages to Odoo data. ``` ### Enhancements ``` Add filtering to the orders page to filter by status (draft, confirmed, done) and date range. ``` ``` Add pagination to the invoices list showing 20 invoices per page with page navigation. ``` ``` Create a responsive design that works on mobile devices with a collapsible navigation menu. ``` ## Key Odoo Models Used * **res.partner** - Customer information * **sale.order** - Sales orders * **account.move** - Invoices and accounting entries * **sale.order.line** - Order line items ## Best Practices * **Security**: Always filter data by customer partner ID to ensure customers only see their own data * **Performance**: Use pagination for large lists of orders/invoices * **User Experience**: Show loading states while fetching data from Odoo * **Error Handling**: Display friendly error messages if Odoo connection fails ## Next Steps * Add payment integration (Stripe) to allow customers to pay invoices * Create order tracking functionality * Add document upload for customer documents * Implement notifications for order status changes Learn more about Odoo integration General guide for using integrations