| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 61 |
| Technical Name |
rt_account_invoice_auto |
| License | OPL-1 |
| Website | https://rooteam.com |
Account Auto Invoice
Automate your invoicing workflow with scheduled nightly invoice generation and customer bill consolidation. This powerful module automatically creates invoices for all delivered shipments and intelligently consolidates multiple orders into single customer bills, streamlining your billing process and reducing administrative overhead while maintaining complete accuracy and transparency.
Features & Perks
- Automated nightly invoice generation at midnight
- Consolidated billing for multiple customer orders
- Single invoice per customer for all daily deliveries
- Configurable consolidation settings from system configuration
Automated Nightly Invoice Generation
Set it and forget it! The module includes a scheduled action that executes automatically every night at midnight. It intelligently identifies all invoiceable sale orders from completed deliveries during the day and generates invoices automatically. No manual intervention required - your team can focus on more strategic tasks while the system handles routine invoice creation with precision and consistency.
Consolidated Customer Billing
Simplify customer billing with intelligent invoice consolidation. When a single customer has multiple orders delivered on the same day, the system automatically generates one consolidated invoice rather than separate bills for each order. This feature mirrors the native "Consolidated Billing" option but works automatically through the scheduled action, providing cleaner accounting, easier reconciliation, and improved customer satisfaction with simplified billing statements.
Single Invoice Per Customer Daily
Ensure billing clarity and consistency with one invoice per customer per day. Regardless of how many orders a customer has (as long as there's at least one invoiceable order), the system creates a single comprehensive invoice that includes all deliveries made during that day. This approach reduces invoice volume, streamlines payment processing, minimizes errors, and provides customers with a cleaner, more professional billing experience while maintaining complete transaction transparency.
Configurable Consolidation Settings
Take full control of your invoicing workflow with flexible configuration options. Navigate to Settings under the Customer Invoices section to find the "Consolidate Daily Customer Bills" setting. Enable this option to activate automatic bill consolidation by customer, or disable it to generate separate invoices for each order. The configuration is simple, intuitive, and can be adjusted at any time to match your evolving business needs without requiring technical expertise or developer intervention.
User Guide
For detailed instructions and documentation for our amazing modules, visit our documentation website at docs.rooteam.net!
Take Me ThereCompatibility & Integrations
This module is compatible with both Odoo Community and Enterprise editions (Version 17.0). Integrates seamlessly with Sales and Accounting modules. Works perfectly with standard Odoo invoicing workflows and delivery processes.
Quick Start Guide
Install the Module:
- Navigate to Apps in the Odoo main menu
- Search for "Account Auto Invoice" or "rt_account_invoice_auto"
- Click the "Install" button to activate the module
- The scheduled action is automatically configured and ready to run at midnight
Configure Consolidation Settings:
- Navigate to Settings → Accounting (or Invoicing)
- Scroll down to the "Customer Invoices" section
- Locate the "Consolidate Daily Customer Bills" checkbox option
- Enable the checkbox to activate automatic invoice consolidation by customer
- Disable it if you prefer separate invoices for each order
- Click "Save" to apply your configuration
Verify Scheduled Action:
- Navigate to Settings → Technical → Automation → Scheduled Actions
- Search for "Auto Invoice Generation" or similar scheduled action name
- Verify the action is set to "Active" status
- Confirm the execution time is set to midnight (00:00)
- Review the interval - it should be set to run daily
- Optionally, click "Run Manually" to test the functionality immediately
Process Daily Deliveries:
- Continue your normal sales and delivery workflow
- Create sale orders and process deliveries as usual
- Ensure deliveries are validated and marked as "Done"
- Make sure sale orders are in a state ready to be invoiced
- The automated system will handle invoice generation overnight
Review Generated Invoices:
- Navigate to Accounting → Customers → Invoices the next morning
- Filter by creation date to view invoices generated overnight
- If consolidation is enabled, verify one invoice per customer with multiple order lines
- If consolidation is disabled, verify separate invoices for each order
- Review invoice details, amounts, and customer information for accuracy
- Proceed with your standard invoice validation and sending workflow
FAQs
Does this module support Odoo Community & Enterprise edition?
Yes, the module is fully compatible with both Odoo Community and Enterprise editions (Version 17.0). The functionality and configuration process are identical across both editions.
When exactly does the automated invoice generation run?
The scheduled action executes every night at midnight (00:00 server time). It processes all invoiceable sale orders from deliveries made during that day. You can manually trigger the action earlier if needed through the Scheduled Actions menu, or adjust the execution time in the scheduled action configuration.
How does consolidated billing work exactly?
When "Consolidate Daily Customer Bills" is enabled, the system groups all invoiceable orders by customer. If a customer has multiple orders delivered on the same day, they receive one invoice containing all order lines. This is functionally identical to manually selecting multiple orders and using the "Create Invoices" option with "Consolidated Billing" enabled.
Is this module customizable?
Yes! We can customize the scheduled action timing, add customer-specific consolidation rules, integrate with custom workflows, or add additional automation features. For any customization requests, contact us at support@rooteam.net.
Get In Touch With Us
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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