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Sales Management: let the user choose the invoice policy on the order

Project description

Odoo Community Association

Sale invoice Policy

Beta License: AGPL-3 OCA/sale-workflow Translate me on Weblate Try me on Runboat

This module adds an invoicing policy on sale order level in order to apply that invoicing policy on the whole sale order.

That invoicing policy can take three values:

  • Products Invoicing Policy: The sale order will follow the standard behavior and apply the policy depending on products configurations.

  • Ordered Quantities: The sale order will invoice the ordered quantities.

  • Delivered Quantities: The sale order will invoice the delivered quantities.

Following the chosen policy, the quantity to invoice and the amount to invoice on each line will be computed accordingly. Note that the sale order policy will affect only storable products.

You will be able also to define a default invoicing policy (globally per company) that can be different than the default invoicing policy for new products.

Table of contents

Use Cases / Context

In Odoo, products have their own invoicing policy that can be:

  • Invoicing on ordered quantities

  • Invoicing on ordered quantities

Following that configuration, when trying to create invoices from sale orders, each line of product will apply its invoicing policy.

In some cases, user needs to apply an invoicing policy on a whole sale order.

The solution proposed here is to add an invoicing policy on sale order level.

Configuration

  • Go to Sale > Configuration > Settings > Sale Invoice Policy

  • Choose the one that fits your needs.

Usage

  • Create Sale Order

  • Select Invoicing Policy on Sale Order or let it on Products Invoicing Policy

  • The created invoices will use the configuration on sale order.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • ACSONE SA/NV

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

This module is part of the OCA/sale-workflow project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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