Professional Report Templates — Invoice, Sales, Purchase, Delivery
by Steven Marp https://apps.odoo.com/apps/browse?repo_maintainer_id=512936$ 104.38
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Inventory (stock) • Invoicing (account) • Purchase (purchase) • Sales (sale_management) |
| Lines of code | 4637 |
| Technical Name |
sm_professional_reports |
| License | OPL-1 |
| Website | https://apps.odoo.com/apps/browse?repo_maintainer_id=512936 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Inventory (stock) • Invoicing (account) • Purchase (purchase) • Sales (sale_management) |
| Lines of code | 4637 |
| Technical Name |
sm_professional_reports |
| License | OPL-1 |
| Website | https://apps.odoo.com/apps/browse?repo_maintainer_id=512936 |
Professional Report Templates
30 beautiful, fully customizable PDF reports for Invoices, Sales, Purchase & Delivery
Key Features
1 30 Distinct TemplatesChoose from 30 ready-to-use layouts: Classic, Modern, Slim, Retro, Bold, Elegant, Corporate, Minimal, Accent, Executive, Striped, Formal, Rounded, Centered, Voucher, Grid, Banner, Sidebar, Contrast, Split, Lined, Boxed, Ribbon, Compact, Gradient, Letter, Dashboard, Catalog, Ledger & Ticket. Each template has a unique layout structure — not just color variations. |
30 templates — one click switch |
|
Invoice · Sales · Purchase · Delivery |
2 Four Reports CoveredInvoices & Credit Notes, Sales Orders & Quotations, Purchase Orders & RFQs and Delivery Slips. All of them use the same style so your documents stay consistent. |
3 Per-Partner & Per-Document StylesSet a default style for the company, override it on a partner, and override that on a single document. Three levels of control, zero technical setup. |
Different style for VIP customers? One click. |
|
Watermark PDF + dynamic text overlay |
4 Watermark & Last-Page PDFUpload a beautifully designed letterhead PDF as the background of every page. Add a dynamic watermark text (placeholders for date, partner, document number...). Append a last-page PDF — perfect for terms & conditions or marketing brochures. |
5 Amount in Words — 13 LanguagesPrint the total amount spelled out in English, French, German, Spanish, Italian, Portuguese (BR), Russian, Polish, Norwegian, Lithuanian, Latvian, Indian English or Indonesian. |
"One thousand two hundred euros" |
|
Letter · Dashboard · Catalog · Ledger · Ticket |
6 Structurally Unique LayoutsNot just color variations! Letter prints as a formal business letter. Dashboard shows KPI stat cards. Catalog renders each item as a card. Ledger uses serif double-ruled accounting style. Ticket looks like a receipt with dashed tear lines. |
7 Deep CustomizationTheme color & text color, company/partner name colors, font family, header/body/footer font sizes, zebra-stripe rows, product image column, row numbers, prepared-by & authorized-by signature blocks, custom footer with bank details, VAT, tagline & small logo. |
Colors, fonts, layout — your brand, your rules |
How It Works
|
1
InstallInstall the module. 30 sample styles are created automatically. |
2
Pick a DefaultSettings → Professional Reports → pick one of the 30 styles or create your own. |
3
Print!Open any invoice / order / delivery and click Print → Professional ... |
All 30 Templates
Classic · Modern · Slim · Retro · Bold · Elegant · Corporate · Minimal · Accent · Executive · Striped · Formal · Rounded · Centered · Voucher · Grid · Banner · Sidebar · Contrast · Split · Lined · Boxed · Ribbon · Compact · Gradient · Letter · Dashboard · Catalog · Ledger · Ticket
Professional Report Templates — User Guide
Table of Contents
1. Overview
The Professional Report Templates module replaces the standard, plain Odoo PDF reports with beautifully designed alternatives for:
- Customer Invoices (and Credit Notes / Vendor Bills)
- Sales Orders & Quotations
- Purchase Orders & RFQs
- Delivery Slips (stock picking)
The look & feel of every report is driven by a single Report Style record. You can have unlimited styles and assign them per company, per partner, or per individual document.
2. Installation
Drop the sm_professional_reports folder in your Odoo addons path.
Install Python dependencies:
pip install num2words PyPDF2 reportlab
reportlab is only required if you want the watermark text feature — the rest of the module works without it.
Restart Odoo and update the apps list.
Install Professional Report Templates from the Apps menu.
3. Quick Start
Step 1 — Pick a default style
After installation, three sample styles are created for you:
- Classic — Default (purple)
- Modern — Teal
- Slim — Mono
Go to Settings → Professional Reports → Default Style, choose one and click Save. From now on, that style will be used by every professional report printed by your company.
Step 2 — Print
Open any invoice, sales order, purchase order or delivery slip and click Print → Professional ... in the action menu. The PDF will be generated using your selected style.
4. Customizing a Style
Go to Settings → Technical → Professional Reports → Report Styles (or use the Manage Styles button in the settings page).
A style controls:
- Template — Classic, Modern or Slim layout
- Theme color, text colors, header/body/footer font size
- Font family
- Alternate row colors for line tables (zebra stripes)
- Whether to show product images in the lines table
- Whether to print the amount in words (13 languages supported)
- A watermark / letterhead PDF used as page background
- A watermark text overlay (with placeholders, see below)
- A last-page PDF appended at the end of the report (terms & conditions, brochure, marketing material...)
- A small footer logo, tagline, and optional bank details
Watermark text placeholders
The Watermark Text field accepts the following placeholders that will be replaced at print time:
- {date} → today's date
- {time} → current time
- {company} → company name
- {user} → user printing the report
- {partner} → partner of the document
- {document} → document number / name
Example:
CONFIDENTIAL — {document} — {date}
5. Per-Partner Style
Open any partner (customer or supplier), go to the Reports tab and pick a style. Every professional report addressed to that partner will use this style instead of the company default.
6. Per-Document Style
For a one-off override, open the invoice / sales order / purchase order / delivery slip and set the Professional Report Style field. This wins over both the partner-level and the company-level setting.
7. Adding Your Own Template
The three included templates are deliberately compact and live under reports/sm_report_template_*.xml. They share the same building blocks (header, partner block, lines table, totals, footer) defined in reports/sm_report_layouts.xml.
To add a fourth template:
- Add an entry to TEMPLATE_SELECTION in models/sm_report_style.py
- Create a new reports/sm_report_template_yours.xml with a <template id="sm_pro_template_yours"> matching that key
- Add the dispatcher branch to reports/sm_report_layouts.xml (sm_pro_dispatcher)
- Reinstall / upgrade the module
8. Compatibility & Limitations
- Tested on Odoo 19.0 Community & Enterprise.
- Python: num2words and PyPDF2 are required; reportlab is optional (needed only for watermark text).
- Watermark PDF background and last-page PDF are merged via PyPDF2 after wkhtmltopdf has rendered the report.
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.
Please log in to comment on this module