| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Accounting (account_accountant)
• Sales (sale_management) • Invoicing (account) • Discuss (mail) |
| Lines of code | 317 |
| Technical Name |
oe_open_invoices_report |
| License | LGPL-3 |
| Website | https://www.oaklandmena.com |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Accounting (account_accountant)
• Sales (sale_management) • Invoicing (account) • Discuss (mail) |
| Lines of code | 317 |
| Technical Name |
oe_open_invoices_report |
| License | LGPL-3 |
| Website | https://www.oaklandmena.com |
| Versions | 16.0 17.0 18.0 19.0 |
User Guide
This guide explains how to generate and view the Open Invoices Report.
1. Access the Report
The Open Invoices Report can be accessed from two different locations within the Odoo interface:
- Accounting Module: Go to Invoicing/Accounting > Reporting > Management > Open Invoice Report.
- Sales Module: Go to Sales > Reporting > Open Invoice Report.
2. Generating a Report
- After accessing the report from one of the menu items, a wizard will pop up.
- In this wizard, you will see the following fields:
- Start Date: Select a start date to filter invoices from. This field is optional.
- End Date: Select an end date to filter invoices up to. This field is optional.
- Partner: Use this field to select specific customers you want to include in the report. You can select multiple partners. This field is also optional.
3. Viewing the Report
- Clicking the View button will generate a report showing all open, partially paid, or in-payment invoices that meet your criteria.
- The report is displayed in a list view and contains detailed columns for each invoice line.
- You cannot edit or delete records directly from this report view.
- You can sort the data by clicking on any of the column headers.
Frequently Asked Questions
1. What is an "open" invoice?
In this report, an "open" invoice refers to any customer invoice that has not been fully paid. This includes invoices with a payment state of Not Paid, In Payment, or Partially Paid.
2. Can I filter the report by sales team or sales person?
Yes. While the main report wizard doesn't have a direct filter for sales person, the generated report includes a Sales Man column (Invoice User). Once the report is displayed, you can use the default Odoo search and filter functionality to group or filter by this field.
3. Why are some invoices listed multiple times?
The report is generated based on invoice lines, not the invoices themselves. If an invoice has multiple products or items, each line will appear as a separate entry in the report.
4. Can I export the report data?
Yes. Once the report is displayed in the list view, you can use Odoo's standard export functionality to download the data as a spreadsheet (e.g., XLSX or CSV).
5. Does this report include credit notes?
No, this report is specifically designed for customer invoices and does not include credit notes (Customer Credit Note).
6. I don't see the report menu item. Where is it?
The report can be found under the Sales and Accounting menus. If you still don't see it, your user may not have the necessary access rights. Contact your system administrator.
Module Support & SLA
For any support related to this Odoo module, please contact us at apps@odooerp.ae
Our standard response time (SLA) for support queries is between 12 to 48 hours.
Our standard response time (SLA) for support queries is between 12 to 48 hours.
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