Skip to Content
Odoo Menu
  • Sign in
  • Try it free
  • Apps
    Finance
    • Accounting
    • Invoicing
    • Expenses
    • Spreadsheet (BI)
    • Documents
    • Sign
    Sales
    • CRM
    • Sales
    • POS Shop
    • POS Restaurant
    • Subscriptions
    • Rental
    Websites
    • Website Builder
    • eCommerce
    • Blog
    • Forum
    • Live Chat
    • eLearning
    Supply Chain
    • Inventory
    • Manufacturing
    • PLM
    • Purchase
    • Maintenance
    • Quality
    Human Resources
    • Employees
    • Recruitment
    • Time Off
    • Appraisals
    • Referrals
    • Fleet
    Marketing
    • Social Marketing
    • Email Marketing
    • SMS Marketing
    • Events
    • Marketing Automation
    • Surveys
    Services
    • Project
    • Timesheets
    • Field Service
    • Helpdesk
    • Planning
    • Appointments
    Productivity
    • Discuss
    • Approvals
    • IoT
    • VoIP
    • Knowledge
    • WhatsApp
    Third party apps Odoo Studio Odoo Cloud Platform
  • Industries
    Retail
    • Book Store
    • Clothing Store
    • Furniture Store
    • Grocery Store
    • Hardware Store
    • Toy Store
    Food & Hospitality
    • Bar and Pub
    • Restaurant
    • Fast Food
    • Guest House
    • Beverage Distributor
    • Hotel
    Real Estate
    • Real Estate Agency
    • Architecture Firm
    • Construction
    • Property Management
    • Gardening
    • Property Owner Association
    Consulting
    • Accounting Firm
    • Odoo Partner
    • Marketing Agency
    • Law firm
    • Talent Acquisition
    • Audit & Certification
    Manufacturing
    • Textile
    • Metal
    • Furnitures
    • Food
    • Brewery
    • Corporate Gifts
    Health & Fitness
    • Sports Club
    • Eyewear Store
    • Fitness Center
    • Wellness Practitioners
    • Pharmacy
    • Hair Salon
    Trades
    • Handyman
    • IT Hardware & Support
    • Solar Energy Systems
    • Shoe Maker
    • Cleaning Services
    • HVAC Services
    Others
    • Nonprofit Organization
    • Environmental Agency
    • Billboard Rental
    • Photography
    • Bike Leasing
    • Software Reseller
    Browse all Industries
  • Community
    Learn
    • Tutorials
    • Documentation
    • Certifications
    • Training
    • Blog
    • Podcast
    Empower Education
    • Education Program
    • Scale Up! Business Game
    • Visit Odoo
    Get the Software
    • Download
    • Compare Editions
    • Releases
    Collaborate
    • Github
    • Forum
    • Events
    • Translations
    • Become a Partner
    • Services for Partners
    • Register your Accounting Firm
    Get Services
    • Find a Partner
    • Find an Accountant
      • Get a Tailored Demo
    • Implementation Services
    • Customer References
    • Support
    • Upgrades
    Github Youtube Twitter Linkedin Instagram Facebook Spotify
    +32 2 290 34 90
    • Get a Tailored Demo
  • Pricing
  • Help
  1. APPS
  2. Extra Tools
  3. Kaizen – Sale Insurance & Lumpsum Invoicing v 18.0
  4. Sales Conditions FAQ

Kaizen – Sale Insurance & Lumpsum Invoicing

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

$ 19.08

v 18.0 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 • Invoicing (account)
• Discuss (mail)
Lines of code 233
Technical Name kaz_sale_insurance_invoice
LicenseOPL-1
Websitehttp://www.kaizenae.com/
Versions 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Lines of code 233
Technical Name kaz_sale_insurance_invoice
LicenseOPL-1
Websitehttp://www.kaizenae.com/
Versions 17.0 18.0
  • Description
  • License
  • Overview
  • Features
  • Why Kaizen
+971 56 682 8386

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 “Down Payment” labels are automatically relabeled to “Lumpsum” 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

“Down Payment” - “Lumpsum” Relabeling

Advance Invoice Amount Control

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

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.
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 »

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

Sale Insurance & Lumpsum Invoicing

Gain full control over insurer-funded billing finance and sales generate clean, consolidated “Lumpsum” 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 you’re 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)
  • Insurance Payment – Create Insurer Invoice
  • Lumpsum Lines Added to Sales Order
  • Insurer Invoices Generated
  • Draft Lumpsum Invoice (Insurer-Funded)

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 “Lumpsum” labeling, fiscal position, and clean invoice grouping all in one click.

Insurance Payment – 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 “Lumpsum” 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 (“Lumpsum has been created”), ensuring traceability. These lines drive clean “Lumpsum” 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
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
Integrations
Integration
Migration
Migration
Support & Maintenance
Support & Maintenance
Consulting
Consulting
Footer Background

Try Sale Insurance & Lumpsum Invoicing 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.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.
Community
  • Tutorials
  • Documentation
  • Forum
Open Source
  • Download
  • Github
  • Runbot
  • Translations
Services
  • Odoo.sh Hosting
  • Support
  • Upgrade
  • Custom Developments
  • Education
  • Find an Accountant
  • Find a Partner
  • Become a Partner
About us
  • Our company
  • Brand Assets
  • Contact us
  • Jobs
  • Events
  • Podcast
  • Blog
  • Customers
  • Legal • Privacy
  • Security

Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

Website made with