Auto-Invoice Every Qualifying POS Sale
Rules-driven invoicing, access control and a full reconciliation dashboard for Odoo Point of Sale — one module instead of a stack of single-purpose apps.
Cashiers must remember to tick the Invoice option on every order that needs one. A missed tick means back-office staff have to reopen and re-invoice orders after the fact, and the invoice button being visible to everyone lets untrained staff generate documents they shouldn’t.
A configurable rules engine invoices qualifying orders automatically the moment payment is confirmed, restricts or hides the invoice action for staff who shouldn’t use it, and gives managers a reconciliation dashboard plus audit trail to close out every day with confidence.
Everything invoicing control needs
Every capability below is implemented in the module.
Auto-Invoice on Payment
Every qualifying order is flagged and invoiced automatically the instant payment is validated — no cashier action required.
Conditional Rules Engine
Scope auto-invoicing by customer type, payment method, register and minimum order amount, with ordered rules that skip or force invoicing per order.
Per-Register Configuration
Enable auto-invoicing, default-invoice behaviour and payment-method scope independently on each POS register.
Restrict Invoice Download
Block invoice PDF downloads at checkout where that isn’t permitted, and disable automatic invoice printing independently.
Hide or Restrict the Invoice Button
Remove the invoice action entirely, or limit it to supervisors, so untrained staff can’t generate documents they shouldn’t.
Supervisor Override
Authorized staff can force-invoice a specific order from the POS backend for one-off exceptions, without changing global settings.
Reconciliation Dashboard
A pending / matched / error dashboard with list and pivot views tracks every auto-generated invoice against its order, with discrepancy amounts surfaced automatically.
Audit Trail
Every auto-invoice, rule-skip, override and download restriction is logged with timestamp, user, register and amount for compliance and disputes.
Company-Wide Kill Switch
Turn off all auto-invoicing behaviour instantly from Settings for troubleshooting or temporary changes — no uninstall required.
How it works
Configure Rules & Settings
Set auto-invoice rules by customer type, payment method, register and minimum amount, then toggle restrictions in General Settings.
Order Is Paid
When a POS order is validated, the module evaluates your rules server-side and flags qualifying orders for invoicing automatically.
Invoice Generated & Tracked
Odoo generates the invoice and each order-invoice pairing is recorded on the reconciliation dashboard with its status.
Reconcile & Audit
Review pending, matched and error states at end of day, refresh in bulk, and check the full audit trail of every event.
See it in action
From reconciliation to rules to the audit log — every screen the module adds.
Every auto-generated invoice tracked against its order, with customer, register, amounts and discrepancy at a glance.
Pivot analysis by status and register, measuring order amount, invoiced amount and discrepancy for fast end-of-day review.
Drill into a single order-invoice pairing to see amounts, discrepancy and a one-click link to the invoice.
Ordered rules define exactly which orders auto-invoice and which are skipped, by customer type, amount and more.
Configure a rule's registers, customer type, payment methods and minimum order amount without touching code.
A complete, color-coded event log for every auto-invoice, skip, override and restriction — searchable by register, customer and user.
The master switch and per-register auto-invoice options, all in one Invoice Automation settings block.
Frequently asked
Does this work with standard Odoo Point of Sale?
Yes. The module extends Odoo's Community Point of Sale app directly — no Enterprise features or other paid apps are required.
Can I control which registers auto-invoice?
Yes. Auto-invoicing, default-invoice behaviour and download restrictions are all configured per register, and rules can be scoped to specific registers too.
What happens if an order and its invoice don't match?
The reconciliation record is flagged with an Error status and its discrepancy amount, so it stands out on the dashboard until it's resolved.
Can a supervisor override the rules for a single order?
Yes. Users in the POS Invoice Supervisor group get a Force Invoice button on the order form to invoice a specific order regardless of the configured rules, and every override is logged.
Get in Touch
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POS Invoice Auto Check automates, controls and reconciles Point of Sale invoicing with rules, supervisor overrides and a full audit trail.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Point of Sale (point_of_sale)
• Discuss (mail) • Inventory (stock) • Invoicing (account) |
| Lines of code | 754 |
| Technical Name |
cerevantix_pos_invoice_auto_check |
| License | OPL-1 |
| Website | https://cerevantix.com |
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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