Smart Buttons on Sales Orders

Open created invoices instantly and preview upcoming dates right from the header.

Recurring Schedule Designer

Control cadence, quantity, lead time, and manual overrides from a single Automation tab on the sales order.

Service-Day Governance

Map schedules to route-friendly weekdays and prevent dispatching invoices on blackout days.

Manual Override Queue

Drop in urgent invoice dates without breaking the recurring cadence or duplicating records.

Route Activity Alignment

Link each schedule to route.special categories so customer billing mirrors service activity.

Duplicate Protection

Dynamic invoice search domains guard against re-bills even when localization fields differ.

AI Insight Launcher

Trigger ai_analyze_invoicing_schedule to summarize cadence risk before invoicing peaks.

Chatter Audit Trail

Scheduled runs post friendly summaries so account managers know what went out and when.

Multi-Company Compliance

Respect company boundaries, currencies, and timezone logic with zero additional configuration.

Installation & Setup

1. Install the module: Go to Apps -> Search for "oe_so_automatic_inv" -> Click Install.
2. Configure permissions: Navigate to Settings -> Users & Companies -> ensure sales and billing teams can edit Automation tab fields.
3. Initial configuration: Open a sales order -> Automatic Invoices tab -> enable recurring invoices and set cadence options.

Basic Usage

1. Creating records: Confirm a sales order and populate the Automatic Invoices tab with cadence, service days, and quantity.
2. Managing data: Use the manual date fields for ad-hoc invoices; the cron clears them once processed.
3. Using key features: Run Create First Invoice to seed the cadence, then rely on the cron for ongoing cycles.
4. Generating reports: Filter invoices by evh_automated_invoice flag to reconcile automated vs manual billing.

Tips & Best Practices

• Use service-day filters to sync billing with field service visits.
• Schedule cron runs during low-traffic hours to avoid resource contention.
• Pair with oe_invoice_followup_engine for automated reminders after posting.
• Leverage chatter logs for compliance audits and client communications.

Important Notes

Ensure products on the sales order remain invoiceable (Delivered Qty > 0) or automation will skip them. Multi-company deployments should run separate crons per company to respect timezone preferences.

Q: Which Odoo editions and versions are supported?

A: OE Sales: Automatic Invoices targets Odoo 12 through 19 Community and Enterprise. It depends on sale_management, account, and oe_ai_job_base.

Q: How do I disable automation for a specific customer?

A: Open the order, uncheck Enable Recurring Invoice, and optionally clear manual dates. The cron respects the flag immediately.

Q: Can we customize cadence logic?

A: Yes. The scheduling helpers are well-documented so your team can add new recurrence options or integrate with subscription engines.

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