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Sales Invoice Plan Report

by ,
Odoo
v 18.0 Third Party 4
Download for v 18.0 Deploy on Odoo.sh
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Sales (sale_management)
• Discuss (mail)
Community Apps Dependencies
Lines of code 766
Technical Name sale_invoice_plan_report
LicenseAGPL-3
Websitehttps://github.com/OCA/sale-workflow
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Odoo Community Association

Sales Invoice Plan Report

Alpha License: AGPL-3 OCA/sale-workflow Translate me on Weblate Try me on Runboat

This module extends the sales order/quotation PDF report to include invoice plan information when the order is configured to use invoice plans.

When a sales order has an invoice plan configured, the PDF report will automatically display:

  • Invoice plan section with detailed installment information
  • Installment names/descriptions
  • Due dates for each payment
  • Percentage of total amount for each installment
  • Calculated amounts in the order currency

The invoice plan section is only displayed when the sales order has “Use Invoice Plan” enabled and contains invoice plan lines.

Important

This is an alpha version, the data model and design can change at any time without warning. Only for development or testing purpose, do not use in production. More details on development status

Table of contents

Installation

This module depends on sale_invoice_plan from OCA sale-workflow.

  1. First, ensure that sale_invoice_plan is installed
  2. Install this module (sale_invoice_plan_report)
  3. No additional configuration is required - the module works automatically

Usage

This module works automatically once installed. To see the invoice plan in PDF reports:

  1. Create a sales order/quotation
  2. Enable “Use Invoice Plan” checkbox
  3. Add invoice plan lines (installments) with:
    • Installment name/description
    • Due date
    • Percentage of total amount
  4. Print the quotation or sales order PDF
  5. The report will automatically include an “Invoice Plan” section showing all installment details

The invoice plan section appears between the order lines and the totals summary, and includes:

  • Installment: Description of each payment installment
  • Date: When each payment is due
  • Percentage: What percentage of total each installment represents
  • Amount: Calculated monetary value for each installment

The section is only visible when the order has invoice plans configured.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Escodoo

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainers:

kaynnan marcelsavegnago

This module is part of the OCA/sale-workflow project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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