account_auto_invoice_portal
A functional portal module that lets customers find their order, review what will be invoiced, generate the invoice, and access the PDF in the same guided flow without depending on manual back-office intervention.
What this module does
It adds a self-service experience to the customer portal so invoices can be requested directly, validating the order, showing the invoiceable details, and delivering the final document at the end of the process.
Secure order lookup
The customer enters the order number and total amount to locate the correct transaction and continue with the invoicing flow.
Review before invoicing
Before generating the invoice, the user can confirm the customer, date, billing policy, products, and amounts.
Immediate generation
Once the details are confirmed, the invoice is created from the portal and becomes available right away.
Direct PDF delivery
At the end of the flow, the user gets immediate access to the invoice PDF and an inline preview inside the same portal screen.
Functional flow
- Enter the portal.
The customer logs into the account area and finds the Request Invoice entry among the portal shortcuts. - Search the order.
The user provides the order number and the total amount to identify the correct sale. - Review the details.
The system shows the relevant order information and the amounts that will be considered for the invoice. - Generate the invoice.
With one click, the user confirms the request and the invoice is created from the portal. - Get the document.
The final screen shows the result, allows the user to view the invoice, and download the PDF immediately.
Access from the customer account
The module places the feature inside the standard customer portal so the experience feels natural and available alongside other areas such as orders, invoices, addresses, and security settings.
Order search screen
The first screen guides the customer through the order lookup using two key values: the order number and the total amount. This step helps confirm that the transaction belongs to the right user before moving forward.
Order review before generation
Before the invoice is created, the user can visually validate the content that will be invoiced. This adds transparency to the process and reduces confusion about amounts, discounts, taxes, and quantities.
Created invoice result
Once the invoice is generated, the portal presents a confirmation screen with the invoice number, date, total amount, a PDF preview, and action buttons to download or continue consulting the document.
This lets the customer complete the full invoicing journey in one place, from order lookup to final document delivery.
Functional benefits
Customer self-service
The user no longer needs to request the invoice through email or another manual channel.
More transparency
The review step allows the customer to see exactly what will be invoiced before confirming.
Lower operational effort
The internal team reduces repetitive work related to manual invoice issuance.
Immediate document access
The invoice becomes available right away with both preview and direct PDF download inside the portal.
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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