Sale Auto Invoice Workflow
Community
Enterprice
Key Features
1) One-click Full Workflow.
2) Per-step Toggles.
3) Robust Delivery Handling.
4) Smart Payments.
5) Full Traceability.
5) Per-customer Overrides.
Module Information & User Guide
Configuration Settings
• Enable the master switch, toggle each of the 6 steps independently, and pick a default payment journal.
Run Auto Workflow
• Ba one-click button on the sale order triggers the full confirm â deliver â invoice â post â pay â reconcile chain on demand.
Smart Buttons & Chatter
• once the workflow runs, the order shows live smart buttons for Delivery, Invoices, Payments and Workflow Logs, with every step logged in the chatter.
End Result
• a posted, fully reconciled customer invoice, automatically created, posted, paid and matched â no manual steps required.
Workflow Logs
• a dedicated menu lists every execution grouped by sale order, with Operation, Status (Success/Warning/Failed) and a descriptive Message for full traceability.
End Result
• the "Auto Invoice Workflow" tab on any contact lets you override company defaults with customer-specific toggles and payment journal, which take priority over company settings.
Help & Support
NEED CUSTOMIZATION
MODULE SUPPORT
HAVE ANY QUESTION
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Inventory (stock) • Invoicing (account) • Sales (sale_management) |
| Lines of code | 642 |
| Technical Name |
do_sale_auto_invoice_workflow |
| License | LGPL-3 |
| Website | https://doincredible.com |
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