Odoo
Implementation
Auto Invoice WorkFlow | Auto Send Invoice to Customer | Auto Accounting Workflow |Auto Sale Workflow | Sale Order Automatic Workflow | Quotation Automatic Workflow
by Creyox Technologies https://creyox.com
Odoo
$ 88.60
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) • Inventory (stock) |
| Lines of code | 476 |
| Technical Name |
cr_auto_invoice_workflow |
| License | OPL-1 |
| Website | https://creyox.com |
| Versions | 13.0 14.0 15.0 16.0 17.0 18.0 |
Community
Enterprise
Odoo.sh
Features
- Suitable for Both Community and Enterprise Version
- Goal is to Automatically Generate & Send Invoice to Customer.
- Automate the Invoice Generation and Sending Invoice of sale order based on configuration selected from settings and cron action defined.
Automatically Generate & Send Invoice
- Navigate to Settings >> Accounting.
- Here user will find a configuration as Automatic Invoice Generation.
- On checking the Boolean Box user will some other configuration and can select the configuration as per their needs and then Save it.
- Configurations can be as exclude parameters like Exclude Customer Types, Exclude Sales Team, Exclude Payment Terms also other configurations like Invoice Policy and Gift Card Product.
- With it user will also see the Cron Job/Schedule Action and on clicking it will redirect to Schedule Action created.
- There are Schedule Action/Cron jobs created as Account: Automatic Invoice Generation with execution time of every 5 minutes when it is triggered it finds sales order with state draft then confirms it and set as Sale Order.
- Similarly user will find a configuration as Automatic Invoice Generation in Settings >> Accounting.
- On checking the Boolean Box user will some other configuration and can select the configuration as per their needs and then Save it.
- Configurations can be as exclude parameters like Exclude Customer Types, Exclude Sales Team, Exclude Payment Terms also other configurations like Invoice Mail Template.
- There are Schedule Action/Cron jobs created as Account: Automatic Invoice Generation with execution time of every 5 minutes when it is triggered it finds sales order with state draft then confirms it and set as Sale Order.
Our Services
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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