$ 19.08
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 238 |
| Technical Name |
kaz_sale_insurance_invoice |
| License | OPL-1 |
| Website | http://www.kaizenae.com/ |
| Versions | 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 238 |
| Technical Name |
kaz_sale_insurance_invoice |
| License | OPL-1 |
| Website | http://www.kaizenae.com/ |
| Versions | 17.0 18.0 |
Sale Insurance & Lumpsum Invoicing
for Odoo
Turn confirmed Sales Orders into insurer-funded invoices in one click. The built-in Insurance Payment wizard lets you choose the insurance partner and bill either the full order value or a fixed amount. All âDown Paymentâ labels are automatically relabeled to âLumpsumâ for clean, consistent documents, and the invoice report intelligently groups multiple Lumpsum lines into a single row with summed totals. Partner and fiscal position switch to the insurer automatically, while chatter links keep a clear audit trail back to the originating Sales Order. Ideal for automotive, healthcare, and warranty providers who bill third parties, this module reduces manual rework, speeds collections, and keeps your invoices crystal-clear.
© 2025 Kaizen Principles
What's New in Sale Insurance & Lumpsum Invoicing for Odoo
Insurance Payment Wizard (from Sales Order)
Automatic Partner & Fiscal Position Switching
âDown Paymentâ - âLumpsumâ Relabeling
Advance Invoice Amount Control
Kaizen Principles
Your Partner
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All Features
Insurance Payment Wizard: A new wizard accessible from confirmed Sale Orders that allows users to generate invoices specifically for insurance payments.
Flexible Amount Specification: Users can choose to invoice the full amount of the Sale Order for insurance or specify a custom amount.
Insurance Partner Selection: The wizard enables the selection of a specific insurance partner (customer) for whom the insurance invoice is being generated.
Lumpsum Terminology: Modifies the terminology for down payments to 'Lumpsum' in contexts related to insurance invoices, providing clearer financial communication.
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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.
Sale Insurance & Lumpsum Invoicing
Gain full control over insurer-funded billing finance and sales generate clean, consolidated âLumpsumâ invoices straight from confirmed Sales Orders, no duplicate entries or partner swaps. With a guided Insurance Payment wizard, teams select the insurer and bill either the full order value or a fixed amount; partner and fiscal position switch automatically for accurate taxation. On the PDF, multiple Lumpsum lines are auto-grouped into a single, tidy row with summed totals, eliminating clutter and reconciliation headaches. Every action posts traceable chatter links back to the originating order for airtight audit trails. Whether youâre accelerating collections, cutting manual rework, or standardizing third-party (insurance) payments, this module streamlines your quote-to-cash, reduces errors, and keeps customer-facing documents crystal-clear.
Insurance Payment (from Sales Order)
Open the Insurance Payment wizard directly from a confirmed Sales Order to bill an insurer instead of the customer. Choose the insurer partner, invoice the full order or a fixed amount, and let the module auto-handle âLumpsumâ labeling, fiscal position, and clean invoice grouping all in one click.
Insurance Payment â Create Insurer Invoice
Select the insurance partner and choose how much to bill either the full Sales Order total or a custom fixed amount. When you click Generate, the module issues an insurer-funded advance invoice, switches the partner/fiscal position automatically, and applies the clean âLumpsumâ labeling for consistent documents.
Lumpsum Lines Added to Sales Order
After generating the insurer invoice, the Sales Order is updated with a Lumpsum section and draft lines reflecting the advance amounts. Chatter logs confirm creation (âLumpsum has been createdâ), ensuring traceability. These lines drive clean âLumpsumâ labeling on invoices and keep the SO aligned with insurer-funded billing.
Insurer Invoices Generated
The system creates draft invoices addressed to the selected insurer one per advance so Finance can review, post, or consolidate as needed. Each draft reflects the configured Lumpsum amounts and due dates, keeping insurer billing separate from the customer while preserving a clear audit trail.
Draft Lumpsum Invoice (Insurer-Funded)
A draft invoice is created with a single Lumpsum line that matches the configured amount. The invoice is linked back to the originating Sales Order for traceability, and taxes/terms follow your standard invoice settings. Finance can review and post to recognize the insurer advance.
Why Kaizen
You know us as the makers of the Odoo "Sale Insurance & Lumpsum Invoicing 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
Pay point of sale orders with tamara payment gateway and refund orders paid with tamara....
Learn More »
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
PDF report to print inventory transactions using different fillters...
Learn More »
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.
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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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