OE Finance: Automatic Service Fees
Automate seasonal and compliance surcharges on every sale order and invoice, backed by AI insights that prove the value of your fees.
Features
Configurable Fee Engine
Choose fixed or percentage logic, set default products, and respect company or customer overrides with zero code changes.
Caps, Exemptions & Seasonal Windows
Enforce minimum and maximum fee caps, exempt customers by product or category, and apply fees only within configured season date ranges.
AI Fee Impact Analysis
Treys.ai aggregates recent invoices to highlight top-fee customers, averages, and share of revenue so finance teams can prove fee value.
Manager Override with Reason Log
Waive or lock fees per document with a full audit trail of who changed what and why, tracked in the chatter.
Recurring Contract Support
Automatically recalculates fees on contract invoices while preventing duplicate fee lines across renewals.
Audit-Ready Breakdown & Report Integration
Stores quantity, unit cost, subtotal, and percentage math and prints clearly labeled fee lines on invoice PDFs for customers and auditors.
See It in Action
Global Language Support (20+)
Available in 20+ languages: es_ES, fr_FR, it_IT, pt_BR, nl_NL, da_DK, de_DE, pl_PL, ar_001, zh_CN, ru_RU, ja_JP, tr_TR, id_ID, th_TH, vi_VN, ko_KR, pt_PT, sv_SE, cs_CZ.
Premium Support & 90-Day Warranty
90 days of free technical support and bug fixes included with your purchase.
Contact SupportBuilt by Odoo Engineering
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
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Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 5650 |
| Technical Name |
oe_auto_fees |
| License | OPL-1 |
| Website | https://odooengineering.com |
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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