Recover revenue delivered but not invoiced
BillGuard continuously reconciles Sales Orders, delivered quantities, customer invoices, unit prices, and discounts. Every possible billing leak becomes an assigned, measurable, and auditable recovery exception.
Detect
Find missing billing and underbilling.
Control
Assign, review, age, and escalate.
Recover
Create safe draft corrective invoices.
Audit
Retain evidence, history, PDF, and Excel.
Executive revenue control dashboard
Give finance and sales management a live view of revenue at risk, overdue findings, value secured in draft invoices, and revenue recovered after posting.
- Revenue at Risk
- Overdue Leakage
- Secured in Drafts
- Recovered Revenue
- Leakage by Issue
- Top Customers at Risk
Actionable revenue exceptions
BillGuard is not only a shipped-not-invoiced report. Each finding becomes a controlled business record with ownership, priority, aging, evidence, corrective actions, and chatter history.
- New, Under Review, Ready to Invoice, Draft Invoice, Resolved, and Excluded states
- Sales Order, delivery, invoice, customer, product, and salesperson links
- Quantity and value reconciliation
- Automatic review activities
- Temporary or permanent exclusions with mandatory reasons
Safe, line-scoped corrective invoicing
Create a draft customer invoice only for the Sales Order lines represented by the selected BillGuard exceptions. Other invoiceable lines on the same order remain untouched.
- One draft invoice per Sales Order when multiple findings are selected
- Only selected exception lines are invoiced
- Finance reviews taxes, accounts, dates, and amounts before posting
- Secured value is tracked separately from recovered value
Leakage controls included
- Delivered but not invoiced quantities
- Partially invoiced sales lines
- Cancelled invoices that reopen invoiceable quantities
- Invoice unit price below the approved Sales Order price
- Invoice discount above the approved Sales Order discount
- Configurable minimum amount, aging, lookback, and scan limit
Operational controls included
- Daily scheduled scan and on-demand scan wizard
- Scan a single Sales Order from the order form
- Assignment, priority, overdue ribbon, activities, and summaries
- Manager exclusions, manual resolution, reopening, and recalculation
- User, Manager, and read-only Auditor security roles
- PDF audit pack and detailed XLSX export
Multi-company and multi-currency ready
Dashboard totals, scans, drill-down actions, recent findings, and exports follow the companies selected in Odoo's company switcher.
- Company-specific settings and thresholds
- Allowed-company record rules
- Combined dashboard for selected companies
- Currency conversion into the current company's currency
- Visible conversion notice when currencies differ
Analysis and audit outputs
Analyze leakage by customer, salesperson, company, issue, status, age, and date using Odoo's list, pivot, and graph views.
- Customer-wise and salesperson-wise exposure
- Aging buckets and overdue analysis
- Open, secured, excluded, and recovered values
- Printable revenue assurance audit report
- Detailed Excel export for offline review
Configurable without custom development
Configure every company independently from the standard Odoo Settings interface.
- Enable or disable Revenue Assurance
- Minimum materiality amount
- Overdue days and scan lookback
- Maximum lines per scan
- Price and discount checks
- Activities and scan summary recipients
A controlled path from detection to recovered revenue
Compatibility and dependencies
- Odoo 18 Community and Enterprise
- Sales Management
- Sales and Inventory integration
- Accounting or Invoicing
- Mail, Activities, and Web
- Python package: XlsxWriter
Data protection and transparency
- No external cloud service is required
- No activation key is required
- No telemetry or usage tracking is included
- No business data is transmitted outside Odoo
- Draft invoices are never posted automatically
Frequently asked questions
Does BillGuard post invoices automatically?
No. It creates draft customer invoices for finance review. Posting remains a standard controlled Odoo accounting action.
Will it invoice every remaining line on the Sales Order?
No. BillGuard invoices only the Sales Order lines represented by the selected revenue exceptions.
Does it work with multiple companies?
Yes. Settings are company-specific and the dashboard follows the companies selected in Odoo's company switcher.
Does the core app cover timesheets, subscriptions, rentals, or project milestones?
No. This edition focuses on standard Sales Orders, deliveries, and customer invoices.
Where can buyers request support?
Email info@iplexsoft.com with the Odoo version, module version, screenshots, and relevant server traceback.
BillGuard Revenue Control for Odoo 18
A complete unbilled-revenue investigation and recovery workflow.
Developed and supported by IplexSoft.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) • Sales (sale_management) • Inventory (stock) |
| Lines of code | 2496 |
| Technical Name |
ip_revenue_assurance |
| License | OPL-1 |
| Website | https://iplexsoft.com/ |
BillGuard Revenue Control
Overview
BillGuard identifies revenue that is available to invoice but has not been billed correctly. It reconciles Sales Orders, delivered quantities, customer invoices, invoice prices, and discounts.
Main controls
- Delivered but not invoiced
- Partially invoiced Sales Order lines
- Cancelled invoices that reopen invoiceable quantities
- Invoice prices below approved Sales Order prices
- Invoice discounts above approved Sales Order discounts
Installation
- Copy ip_revenue_assurance into an Odoo 18 addons path.
- Ensure the Python package xlsxwriter is installed in the Odoo environment.
- Restart Odoo and update the Apps list.
- Install BillGuard Revenue Control.
- Assign Revenue Assurance access rights to the relevant users.
- Enable Revenue Assurance in BillGuard settings for each required company.
- Run an initial manual scan.
Security roles
Revenue Assurance User
Can review assigned or salesperson-related exceptions and create permitted corrective draft invoices.
Revenue Assurance Manager
Can view company findings, run scans, configure the app, exclude, reopen, resolve, and manage assignments.
Revenue Assurance Auditor
Has read-only access to findings and reports in allowed companies.
Recovery workflow
- New finding
- Under Review
- Ready to Invoice
- Draft Invoice Created
- Finance reviews and posts the customer invoice
- A later scan marks the finding Resolved and records recovered revenue
Important invoice behavior
BillGuard creates draft invoices only. It never posts customer invoices automatically.
Corrective draft invoices include only the Sales Order lines represented by the selected BillGuard exceptions. Other invoiceable lines on the Sales Order remain untouched.
Multi-company
Dashboard totals, scans, drill-downs, exports, and recent findings follow the companies selected in Odoo's company switcher. Values are converted to the current company's currency when selected companies use different currencies.
Data protection
BillGuard does not require an external service, activation key, telemetry service, or transfer of business data outside the Odoo database.
Support
Email info@iplexsoft.com with:
- Odoo edition and build
- BillGuard module version
- Steps to reproduce
- Screenshots
- Complete server traceback
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.
Please log in to comment on this module