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  1. APPS
  2. Reporting
  3. Kaizen - Sales & Accounting PDF Pack + Payment & Invoice Reports v 17.0
  4. Sales Conditions FAQ

Kaizen - Sales & Accounting PDF Pack + Payment & Invoice Reports

by Kaizen Principles http://www.kaizenae.com/
Odoo

$ 28.94

v 17.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Inventory (stock)
• Invoicing (account)
• Discuss (mail)
Lines of code 2765
Technical Name kaz_custom_sale_account_report
LicenseOPL-1
Websitehttp://www.kaizenae.com/
Versions 17.0 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Inventory (stock)
• Invoicing (account)
• Discuss (mail)
Lines of code 2765
Technical Name kaz_custom_sale_account_report
LicenseOPL-1
Websitehttp://www.kaizenae.com/
Versions 17.0 18.0 19.0
  • Description
  • License
  • Overview
  • Features
  • Why Kaizen
+971 56 682 8386

Sales & Accounting PDF Pack + Payment & Invoice Reports
for Odoo

Kaizen’s Sales & Accounting PDF Pack adds professional A5/A4 printouts for Invoices, Sales Orders, Delivery Notes, and Payment Receipts, plus clear, filterable reports for receivables and incoming payments. Finance and sales teams can filter by date, company, journal, state, and user to see paid vs due amounts and cash-vs-bank totals at a glance. Delivery Tags flow from Sales Order to invoice/delivery to reduce dispatch errors, and an Alternate UoM label improves document readability. It’s multi-company aware with secure access, one-click print buttons on key forms, and a fast SQL-backed payment summary to speed month-end close.

© 2025 Kaizen Principles

What's New in Sales & Accounting PDF Pack + Payment & Invoice Reports for Odoo

A5/A4 PDFs for Invoice, Sales Order, Delivery, and Receipt

Invoices show Paid / Due / Residual amounts

Two reports: Invoice Payments & Incoming Payments

Journal rollups: Cash vs Bank totals

Kaizen Principles
Your Partner

We're here to support your growth 24/7. Connect with our experts now.

+971 56 682 8386 Mail Us
Contact Us

All Features

One-click Print buttons on SO/Invoice/Payment/Picking
Fast payment summary via SQL view
Journal rollups: Cash vs Bank totals
Smart filters: Date, Company, Creator/Salesperson, State, Journal
Two reports: Invoice Payments & Incoming Payments
Multi-company aware with scoped access rules
Kaizen's Top App Recommendations

Take a look at our other Odoo apps designed to make your life easier with a smooth workflow. Don't miss the chance to uplift your Odoo ERP experience with our apps!

More Apps »
POS Tamara
POS Tamara

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Get Complete State-specific legislation view of Company income taxes Generate / redraft related journals at any time during the year...

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Stock Report PDF
Stock Report PDF

PDF report to print inventory transactions using different fillters...

Learn More »
Payment Provider: Tamara
Payment Provider: Tamara

Integration With Tamara Payment Gateway (E-commerce and Point of Sale)...

Learn More »

Free 30 Days Support

Kazien Principles will provide FREE 30 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.

Note: Extensively Tested on Odoo Vanilla with Ubuntu OS
Support

Sales & Accounting PDF Pack + Payment & Invoice Reports

Deliver polished sales and accounting documents while gaining instant visibility on cash. This add-on provides A5/A4 PDF templates for Invoices, Sales Orders, Delivery Notes, and Payment Receipts, plus two actionable reports Invoice Payments and Incoming Payments with filters by date, company, journal, state, and user. See Paid vs Due at a glance and cash vs bank rollups by journal. Delivery Tags flow from SO to invoice and delivery to cut dispatch errors, and an Alternate UoM label makes line items clearer for customers. Multi-company aware, secure by design, and equipped with one-click print buttons and an SQL-backed payment summary for faster month-end. Built by Kaizen Principles.

Valuation Banner
  • Open Income Reports
  • Configure Invoice Payment Report
  • Preview & Download Sales Report PDF
  • Configure Payment Report
  • View Payment Summary List
  • Preview & Download Income Statement
  • Review Account Payment Report
  • Set Delivery Tags & Print Sales Order
  • Preview & Download Sales Order PDF
  • Print Custom Invoice
  • Preview & Download Invoice PDF

Open Income Reports

n Invoicing, click Sale Report - choose Invoices Report or Payment Report to analyze/print results filtered by Date, Company, User, and Journal.

Configure Invoice Payment Report

Select the Start/End Date, Report type (Invoice/Refund), Status (Unpaid/Paid/Partial), optional Companies and Salespeople, then click Print to generate the PDF.

Preview & Download Sales Report PDF

The report opens as a PDF with your selected dates and companies, showing invoice lines, Money/Paid/Remaining totals, payment status, and signature blocks. Use the viewer toolbar to print or download.

Configure Payment Report (Date, Company & Journals)

Choose Start/End Date and State, select Companies, and optionally pick Journals (cash/bank) and Users. Click View to open the summarized list, or Print to generate the PDF with cash-vs-bank totals and your selected journals in the header.

View Payment Summary List

See all incoming payments for the selected dates showing Invoice, Salesperson, Customer, Company, Bank Account, Bank Amount, Cash Amount, and Total, with a footer total. Use search/filters to refine; click a row to open the payment.

Preview & Download Income Statement (Payment Report)

The PDF shows incoming payments for the selected period listing Sellers, Sales locations, Journals, and detailed lines (Invoice, Customer, Accounting, Amount, Status) with a journal subtotal and signature blocks. Use the toolbar to print or save.

Review Account Payment Report (List View)

View all incoming payments for the selected period and companies showing Invoice, Salesperson, Customer, Company, Bank Account, Bank Amount, Cash Amount, and Total Amount. A default Company & Invoice Date filter is applied; refine with the search bar and filter menu, then click any row to open the payment.

Set Delivery Tags & Print Sales Order

On the Sales Order, add Delivery Tag(s) (flows to Invoice & Delivery), review the Alternate UoM column on lines, then click Print Sales Order to generate the A5 PDF.

Preview & Download Sales Order PDF

The A5 Sales Order print shows customer details, order code/date, line items with UoM, Qty, Unit Price, Total, an Overall total, notes, QR codes, and signature blocks. Use the viewer toolbar to print or save.

Print Custom Invoice

On the posted Customer Invoice, click Print Invoice to generate the custom A5 PDF with line items, taxes, totals, and paid/due info. Use the viewer to save or print.

Preview & Download Invoice PDF

The custom A5 invoice shows customer details, invoice metadata (number/date/due), line items with UoM, Qty, Price, Total, plus Overall, Amount Paid, Amount Due, and signature blocks. Use the viewer toolbar to print or save.

Why Kaizen

You know us as the makers of the Odoo "Sales & Accounting PDF Pack + Payment & Invoice Reports for Odoo".

Kaizen's Top App Recommendations

Take a look at our other Odoo apps designed to make your life easier with a smooth workflow. Don't miss the chance to uplift your Odoo ERP experience with our apps!

More Apps »
POS Tamara
POS Tamara

Pay point of sale orders with tamara payment gateway and refund orders paid with tamara....

Learn More »
UAE Corporate Tax
UAE Corporate Tax

Get Complete State-specific legislation view of Company income taxes Generate / redraft related journals at any time during the year...

Learn More »
Stock Report PDF
Stock Report PDF

PDF report to print inventory transactions using different fillters...

Learn More »
Payment Provider: Tamara
Payment Provider: Tamara

Integration With Tamara Payment Gateway (E-commerce and Point of Sale)...

Learn More »

Kaizen Odoo Services

Upscale your business with expert services from an Odoo Gold Partner.

Module Development
Module Development
Implementation
Implementation
Customization
Customization
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Migration
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Support & Maintenance
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Try Sales & Accounting PDF Pack + Payment & Invoice Reports for Odoo today!

+971 56 682 8386
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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