| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Lines of code | 86 |
| Technical Name |
se_so_invoice_payment_status |
| License | LGPL-3 |
| Website | https://sprinterp.com |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Lines of code | 86 |
| Technical Name |
se_so_invoice_payment_status |
| License | LGPL-3 |
| Website | https://sprinterp.com |
| Versions | 16.0 17.0 18.0 19.0 |
Sales Order Invoice Payment Status
Enhance your sales workflow with real-time automated tracking for invoicing, payment reconciliation, and order lifecycle.
Key Module Highlights
Sales Order Invoice Status Workflow
Enhanced Visibility with Integrated Invoice State Badges
Upon installation, a new "Invoice State" indicator is seamlessly integrated into your Sales Orders and Quotations. This feature provides a granular, real-time overview of the invoicing progress directly on the form and list views, moving beyond standard Odoo order states.
Pro Insight: The system utilizes professional rectangle badges to instantly highlight critical financial stages such as No Invoice, Draft Invoice, Open, Partial Paid, or Fully Paid, allowing sales managers to monitor the entire revenue lifecycle at a glance.
Advanced Filtering & Invoicing Insights
Effortlessly manage high volumes of sales data using Custom Search & Grouping. The module allows you to isolate orders based on their real-time financial stage, such as identifying all orders with a Draft Invoice or those that remain Partially Paid in just one click.
Group By Invoice State: You can group your Sales Orders by their Invoice State to gain a clear bird's-eye view of your revenue pipeline, helping you prioritize collections and accounting follow-ups.
Validated Billing & Open Invoice Tracking
As soon as a customer invoice is validated and posted in Odoo, the status automatically transitions to "Open Invoice". This ensures that your sales team is instantly aware that billing is complete and the transaction is now awaiting payment reconciliation.
Automatic Synchronization: The module monitors the Account Move state in the background. When an invoice number is assigned (e.g., INV/2026/00008), the badge updates in real-time without any manual user intervention.
Real-time Partial Payment Visibility
Track cash flow more accurately with the "Partially Paid" status. This badge appears automatically as soon as a partial payment or down payment is registered against the invoice, giving you instant insight into outstanding balances directly from the Sales Order view.
Cash Flow Monitoring: By identifying Partially Paid orders at a glance, accounting teams can quickly prioritize collections and follow up on remaining amounts without digging into individual ledger entries.
Full Payment Reconciliation & Completion
The sales lifecycle reaches completion when the status transitions to a vibrant green "Paid" badge. This occurs automatically once the linked customer invoice is fully reconciled with a payment, signaling to both sales and accounting teams that the transaction is successfully closed.
Operational Finality: The Paid indicator eliminates the need for manual cross-referencing between Sales and Accounting modules, ensuring that orders are only marked as complete when the revenue is securely captured in your bank accounts.
Unified Tracking for Cancelled Orders
To ensure total accuracy in your sales dashboard, the module includes a dedicated "Cancelled" status. When a Sales Order or Quotation is voided, the badge updates to a distinct red, providing an immediate visual warning that prevents any further processing of the order.
Operational Safeguard: The Cancelled badge provides a critical safeguard by syncing with the Odoo order state, ensuring that your team can instantly distinguish between pending transactions and those that have been terminated.
Global Overview with List View Integration
Gain complete operational control with the "Invoice State" column in your Quotations and Sales Order list views. This feature allows you to see the exact financial status of every order at a glanceâeliminating the need to click into individual records to check payment progress.
Management at Scale: Whether you have ten orders or ten thousand, the color-coded list view allows managers to instantly identify which orders are Paid, which are Open, and which require immediate attention due to Partial Payment or Cancellation.
Key Features & Capabilities
Automated tracking of the sales and invoicing lifecycle with smart status updates from accounting and payments.
Dynamic Status Lifecycle
Automatically transitions through No Invoice, Draft, Open, and Paid stages based on real-time accounting activities.
Accounting Visibility
Detects the state of related customer invoices and reflects the current invoicing progress directly on the Sales Order.
Payment Reconciliation
Tracks payment progress including 'Partially Paid' and 'Paid' states by monitoring reconciled customer payments.
Advanced Search Tools
Quickly filter and group orders by custom invoice statuses to identify pending bills or unpaid balances instantly.
Professional Rectangle Badges
Clean, rectangular status badges in List and Form views provide instant insights without the need to open invoice records.
Cancelled State Sync
Automatically identifies cancelled Sales Orders and updates the visual status to prevent billing and shipping confusion.
Need Any Help?
Installation, Configuration & Bug Fixing support from our experts.
© 2017 SprintERP Technologies. All Rights Reserved.
Please log in to comment on this module