Key Features

• Dedicated Report Menu New menu added under Sales → Reporting for easy access to the Sale Register Report
• Advanced Report Wizard Filter by date range, customer, document state, and payment state before generating the report
• Interactive List View Analyze sale register data directly inside Odoo with optional columns, group by, and advanced filters
• PDF Download Download the Sale Register Report as a printable PDF document
• Excel Download Export full sale register data to Excel for further analysis outside Odoo
• Sale, Invoice & Credit Note Details Consolidated view of sale order names, invoice names, and credit note names in a single register
• State-wise Filtering Filter by document state (Draft, Posted, Cancelled)
• Customer-wise Report Generate the sale register for selected customers only
• Date Range Filter Set Start Date and End Date to define the reporting period
• Invoice & CN Payment State Filter Filter by payment state for invoices and credit notes separately
• Optional Columns Toggle additional fields on/off in the list view as needed

How This Module Helps Your Business

At month-end or quarter-end closing, finance teams typically have to cross-check sales orders, customer invoices, and credit notes from three separate menus to reconcile the sales register. This module removes that manual work: open Sales → Reporting → Sale Register Report, set the Start Date, End Date, and optionally a customer, and the wizard returns a single list combining sale order references, invoice references, and credit note references with their state and payment status.

An accounts receivable clerk can group the list by customer to spot who has open invoices, filter by Payment State = Not Paid to chase overdue collections, or filter by Document State = Posted to exclude drafts and cancellations from a statutory report. When the data is ready, it can be printed as a formatted PDF for management review or downloaded as an Excel file so the accounting team can pivot it further, feed it into external audit sheets, or share it with auditors who do not have Odoo access.

Because filters (customer, date range, document state, invoice payment state, credit note payment state) all apply together in a single wizard run, the same report can be reused for daily sales monitoring, monthly closing, or ad-hoc customer statements without building separate reports each time.

How It Works

Sales → Reporting → Sale Register Report

New Sale Register Report menu after module installation:

Sale Register Report Wizard — Filter by Date, Customer, and State:

Sale Register Report List View:

Optional Columns in the Sale Register List View:

Group By and Advanced Filters:

PDF Action from the Sale Register List View:

Sale Register Report PDF Output:

Excel Download Button in the Sale Register:

Sale Register Report Excel Output:

Installation & Configuration

1. Install the Sales and Invoicing apps first — this module depends on them and will not appear without those apps active.
2. Upload and install Sale Register Report from Apps like any other Odoo module (Apps → Update Apps List → search "Sale Register Report" → Install).
3. Once installed, go to Sales → Reporting → Sale Register Report. No additional setup, cron jobs, or configuration screens are required — the menu is available immediately with the correct access rights.
4. Open the wizard, set your Start Date, End Date, optionally a Customer, Document State, and Payment State filters, then confirm to generate the report.
5. From the resulting list view, use the action menu to print the PDF, click the Excel download button for a spreadsheet export, or toggle optional columns and apply group-by/filters for on-screen analysis.

Why This Module Matters

Sales orders, customer invoices, and credit notes live in different Odoo menus by design, which is fine for transactional work but inefficient for reporting and audit purposes. Rebuilding a consolidated sale register manually — exporting three separate lists and merging them in a spreadsheet — is slow and error-prone, especially at period-end. This module gives finance and sales teams a single, filterable source of truth for sales activity, with the export formats (PDF, Excel) that auditors, managers, and external accountants actually need, without requiring any custom development or reporting add-ons.

Who Is This For

• Sales Managers tracking order-to-invoice progress per customer or period.
• Accounts Receivable Teams reconciling invoices, credit notes, and payment states before follow-up calls.
• Finance Controllers & Auditors needing a printable or exportable sales register for closing and statutory review.
• Odoo Partners/Implementers who need a ready-made consolidated sales report instead of building custom reporting for each client.

Compatibility

Frequently Asked Questions

Can I run the report for a specific date range?

Yes — the wizard includes Start Date and End Date fields. Set any period and the report shows only sale transactions within that range.

Does the Excel export include all columns or just visible ones?

The Excel export includes all report columns, including optional fields, not just the ones currently visible in the list view.

Can I filter by both customer and date range simultaneously?

Yes — all wizard filters (customer, date range, document state, payment state) apply together in the same report run.

Is this module compatible with Odoo Community?

Yes — compatible with Community and Enterprise editions on Odoo.sh and On-Premise. It requires the Sales and Invoicing apps and is not available on Odoo Online (SaaS).

Does this module modify existing Sales or Invoicing data?

No — it only reads existing sale order, invoice, and credit note data to build the report. It does not alter any existing records, workflows, or fields on those documents.