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Invoice Order Approval Route | Invoice Order Group Approval | Invoice User approval

by
Odoo

29.17

v 16.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Contacts (contacts)
Discuss (mail)
Community Apps Dependencies
Lines of code 948
Technical Name dev_invoice_approval_route
LicenseSee License tab
Websitehttps://www.devintellecs.com
Versions 16.0 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Invoicing (account)
Contacts (contacts)
Discuss (mail)
Community Apps Dependencies
Lines of code 948
Technical Name dev_invoice_approval_route
LicenseSee License tab
Websitehttps://www.devintellecs.com
Versions 16.0 17.0 18.0

Invoice Approval Route in Odoo

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Invoice Approval Route Odoo app introduces a smart and flexible approval workflow for invoices, based on user- and group-specific templates. You can set up approval rules with configurable min/max amount limits and custom domain filters to control which invoices require validation. Approvals can be assigned to individual users or user groups, with group approvals needing confirmation from all members. Invoices that match the defined criteria are automatically moved to a “To Approve” stage and proceed to confirmation or rejection based on the approvers’ actions. The app also sends notifications and creates activities for the assigned users, ensuring timely and efficient processing. It’s an ideal solution for managing high-value or sensitive invoices with greater control and clarity.

Community Enterprise Odoo.sh

Features

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  • Approval Templates: Configure approval templates with customizable min/max amount limits for invoices.
  • Custom Domain Configuration: Set custom domains in approval templates for more precise validation rules.
  • User-Based Approval: Assign specific users to approve invoices based on the configured templates.
  • Group-Based Approval: Set up approval by user groups, requiring all members to approve the invoices.
  • Automated Workflow: Automatically move invoices to the “To Approve” status based on predefined conditions.
  • Approval or Rejection: Invoices move to Confirmed upon approval and Rejected if any user rejects the order.
  • Notification and Activity Creation: Automatic notifications and approval activities are created for the assigned users.
  • Flexible Approval Configuration: Create multiple approval templates with varying criteria for different Invoices scenarios.

You can make sale approval required or optional from here.

Sale Order Approval Route Workflow

Create Approval Template From here

Sale Order Approval Route Workflow

Configure Approval Template in which approval type is user

Assign a user and configure the minimum and maximum amount limits required for that user to approve the invoice.
you can also add custom domain to filter records.

Sale Order Approval Route Workflow

Configure approval group template like this.

To configure approve template in which approval type is group , first you have to configure approval group template.

Sale Order Approval Route Workflow

Now Configure approve template of approval type is group

Sale Order Approval Route Workflow

First, create a invoice and choose an approval template where the approval type is 'User'.

If the total sale amount falls within the configured minimum and maximum range, the invoice moves to the 'To Validate' status.

Sale Order Approval Route Workflow

Validate Invoice

Admin can edit approval user details and then validate the invoice.

Sale Order Approval Route Workflow

Invoice moves in to approve status

Sale Order Approval Route Workflow

Based on approval template configuration , only eligible user can see these buttons.

Sale Order Approval Route Workflow

User approved invoice and it is posted.

Sale Order Approval Route Workflow

Now Create a invoice and choose an approval template with approval type 'Group'.

Depending on the approval template and the invoice amount, the corresponding approval group is selected, and its users can approve or reject the invoice.

Sale Order Approval Route Workflow

Admin can edit approval details and then validate the invoice.

Sale Order Approval Route Workflow

The approval template includes two users, and the invoice requires approval from both users to proceed.

Separate activities are automatically created for both users to perform the approval.

Sale Order Approval Route Workflow

Based on approval template configuration , only eligible user's can see these buttons.

So here user(rahul) can see these buttons and can approve or reject the invoice.

Sale Order Approval Route Workflow

Based on the required number of approvals, this invoice will only be confirmed once both assigned users have approved it.

Here, you can see that the user 'Rahul' has approved the invoice, but the approval from the user 'Demo' is still pending.

Sale Order Approval Route Workflow

Here, the user 'Demo' can see the buttons to approve or reject the invoice.

Sale Order Approval Route Workflow

User 'Demo' has approved the invoice, so it has moved to the Posted status.

Sale Order Approval Route Workflow

If any user rejects the invoice, it will move to the Rejected status.

Sale Order Approval Route Workflow

Sale Order Approval Route Workflow

Sale Order Approval Route Workflow

Version 1.0 | Released on : 20th July 2025

Initial Release.
  • Is this app compatible with Odoo Enterprise?
    • Yes, our app works with Odoo Enterprise as well as Community.
  • If need of customization in this app, How can i contact ?
    • Please contact us on odoo@devintellecs.com
  • Do i get free support?
    • Yes, you will get free support for 90days.
  • Do i get free updates?
    • Yes, you will get free updates for lifetime.
  • Do i have to buy this module for each version ?
    • Yes, you have to buy this module for each version.

Support

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support
DevIntelle will provide FREE 90 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this app. This is applicable from the date of purchase.

Why Us?

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DevIntelle Consulting Services Pvt Ltd is an Odoo service provider India/USA based consulting company with 12+ years of experience. We provide a wide range of services, including implementation, customization, migration, support, and training. Devintellecs experienced team of Odoo can help you get the most out of your Odoo ERP system and achieve your business goals.

Devintelle Odoo Services

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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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