Sales and POS invoices, summarized instantly
Generate a single, branded summary of every customer invoice and POS order — filtered by date, status, and company — with on-screen previews, PDF and Excel exports, and scheduled email delivery.
Closing the books means pulling sales invoices and POS orders separately, then hand-building a summary in a spreadsheet every single period. In multi-company groups the work multiplies, and outstanding versus paid amounts have to be reconciled by eye every time.
Sales Invoice Summary Report aggregates account invoices and POS orders into one persistent run: set your filters, click Generate, and see totals, aging, and per-company breakdowns on screen immediately — ready to export or email without leaving Odoo.
Everything a monthly close needs
Every capability below is implemented in the module.
Unified Sales + POS Totals
Combine customer invoices and Point of Sale orders into one consolidated billed figure, with an automatic per-channel breakdown so nothing needs to be reconciled by hand.
Guided Date & Status Filters
Scope any run to a custom date range and choose Outstanding, Paid, or All Invoices, with inline help text explaining exactly what each option includes.
Multi-Company Reporting
Select any combination of companies for a single run and get consolidated totals without pulling each entity's numbers separately.
Live On-Screen Preview
Every generated run shows its totals, breakdown, and aging directly on the record form — no blind export-and-check loop before you see the numbers.
Accounts-Receivable Aging
Outstanding balances are automatically bucketed into 0-30, 31-60, 61-90, and 90+ day ranges so overdue exposure is visible at a glance.
Branded PDF Report
Print a polished PDF summary — key figures, aging, and breakdown tables — ready to hand to a manager or attach to a board pack.
One-Click Excel Export
Download the same summary as an Excel workbook for further analysis, matching the table-stakes format finance teams already expect.
Email Delivery
Send the generated summary straight to a recipient list from the record itself, removing the manual download-and-forward step.
Scheduled Runs & Archive
Enable the monthly cron to generate and email last period's summary automatically, and reopen any past run at any time from the archive list.
How it works
Set your scope
Pick a date range, invoice status, companies, and channels to include.
Generate & review
Click Generate and see totals, aging, and the company/channel breakdown on screen.
Export or send
Print the branded PDF, download the Excel file, or email the report to stakeholders.
Automate & revisit
Schedule monthly generation and reopen any past run from the searchable archive.
See it in action
From the archive list to the generated summary and the printed report.
Every generated run is archived here with its state, period, and totals — reopen any past summary without regenerating it.
The generated record shows invoiced, paid, and outstanding totals, aging buckets, and a per-company/channel breakdown — plus Print PDF, Download Excel, and Email Report actions.
The branded PDF report presents the same key figures, aging buckets, and breakdown tables in a print-ready, client-facing document.
Frequently asked
Does this report combine Sales invoices and POS orders?
Yes. Each run aggregates account.move customer invoices and pos.order sales into one consolidated total, with an automatic breakdown by channel and company so you never have to reconcile the two sources by hand.
Can I filter by outstanding, paid, or all invoices?
Yes. Every run lets you choose Outstanding, Paid, or All Invoices for the selected date range, so you can separate collected revenue from open receivables.
Does it support multiple companies?
Yes. Select any combination of companies for a single run and the summary consolidates totals per company as well as overall, scoped by Odoo's standard record rules.
Can reports be emailed and generated automatically?
Yes. Send any generated summary by email directly from the record, or enable the included monthly schedule (shipped inactive) to generate and email last period's report automatically.
Get in Touch
Have questions or need customization? Every purchase includes 30 days of free support — we are here to help.
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Unified Sales + POS invoice summary report with aging, PDF/Excel export, email delivery, and scheduled generation for Odoo.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Point of Sale (point_of_sale) • Inventory (stock) |
| Lines of code | 652 |
| Technical Name |
cerevantix_sales_invoice_summary_report |
| 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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