Configuration

Whether a Purchase Order is auto-billed when its receipt is validated is resolved from two configuration levels, plus a per-order kill switch:

1. Company → Settings > Purchase > Invoicing > Auto Bill on Receipt (boolean). Sets the default for all vendors.
2. Vendor → Auto Bill on Receipt (selection: Auto / No Auto / empty), on the vendor form. Leave empty to inherit from the company. Auto or No Auto overrides the company default for this vendor.
3. Purchase Order → Block Auto Bill (boolean, on the Other Information tab). When ticked, suppresses auto-billing for this order regardless of the company or vendor settings.

The bill date uses the timezone set on the company’s contact. To set it, install the partner_tz module and configure the timezone on the company’s contact.

Usage

Once auto-billing is configured, validate a purchase receipt as usual. A Vendor Bill is automatically created and posted shortly after via the scheduled action. The bill only includes PO lines whose product bill control policy is On received quantities and that have a positive quantity to invoice.

Returns / Credit Notes: When a return is validated and its return lines have Update quantities on SO/PO enabled in the return wizard, a Credit Note is automatically created and posted for the returned quantities. The credit note is only created when a Vendor Bill has already been posted (i.e. the PO line has a negative Quantity to Invoice).

The bill/credit note date is the receipt/return validation date converted to the company’s timezone (falls back to UTC when no timezone is set).

If creation or posting fails, the error is logged in the Purchase Order chatter and a To-Do activity is scheduled for follow-up.

Case 1 — Cancelling an auto-bill: An auto-posted bill can be cancelled like any other Vendor Bill. However, the module will not automatically create a new bill for the same receipt.

Case 2 — Reprocessing an auto-bill: This is not supported. Once the scheduled action processes a receipt or return, it will not be picked up again. To bill or refund the same quantities, create the document manually from the Purchase Order.

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

Maintainers

This module is maintained by the OCA.

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:

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

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