Paid Invoice Profit Report | Profit Report | Sale Profit Report | Invoice Profit Report | Paid Invoice Report
by Varanval IT Solutions$ 15.00
Paid Invoice Profit Report (Excel & PDF)
Analyze business profitability with detailed PDF and Excel reports showing sales, costs, profits, and margins for paid customer invoices.
This Odoo module helps business owners and financial managers analyze real profit margins by generating detailed Paid Invoice Profit Reports in both PDF and Excel formats. Users can filter paid customer invoices by either invoice date or payment date over any selected timeframe. The report calculates total sales revenue, product standard costs, net profit, and margin percentages line by line, providing clear visibility into invoice performance. Designed with xlsxwriter for clean spreadsheets and QWeb for high-quality PDFs, it requires no complex configuration.
🛠️ Need Custom Feature? Customization Available!
We offer custom development and tailored features for this module starting at just $20 USD. Before purchasing, please discuss your specific customization requirements with us at markvaranval@gmail.com.
Key Advantages
Dual Format Export
Instantly export profit reports to either PDF or formatted Excel files.
Flexible Date Filtering
Filter paid invoices by invoice date or payment reconciliation date.
Line-by-Line Calculations
Calculates quantity, sales amount, standard cost, net profit, and profit margin per invoice line.
Comprehensive Summary
Displays total sales, total cost, net profit, and overall profit margin at the bottom.
Real-Time Margin Tracking
Easily monitor product profit margins to identify low-performing products.
Financial Transparency
Uses actual standard costs and sales revenue for highly accurate profit analysis.
Automated Calculations
Eliminates manual math errors in excel spreadsheets by utilizing automatic code-based processing.
No Complex Setup
Plug-and-play addon—simply install and run the wizard without any database configuration.
Salesperson Tracking
Includes salesperson names on the report lines for tracking individual sales performance.
Installation Guide
- 1 Extract Module: Unzip/Extract the downloaded module folder into your Odoo custom addons directory.
- 2 Restart Server: Restart your Odoo server service to load the new addon path.
- 3 Developer Mode: Log in to your Odoo database and activate the Developer Mode from the Settings dashboard.
- 4 Update Apps List: Go to the Odoo Apps app, click on "Update Apps List" menu, and click Update.
-
5
Install Module: Search for
vits_paid_invoice_profit_reportorPaid Invoice Profit Reportin the Apps, and click Activate / Install. - 6 Generate Report: Go to Invoicing / Accounting -> Reporting -> Paid Invoice Profit Report, select your dates, filter option, and export to PDF or Excel.
Installed App
Locate and activate the 'Paid Invoice Profit Report' module in Odoo Apps list.
Reporting Menu Access
Easily navigate to Accounting → Reporting → Paid Invoice Profit Report to open the wizard.
Report Parameters Wizard
Configure date ranges and date filtering options before exporting PDF or Excel reports.
PDF Profit Report
Download high-quality print-ready PDF reports with structured layout showing customer profit details.
Excel Profit Report
Export data to beautifully formatted spreadsheets for advanced profitability auditing.
Interactive Wizard Page
User-friendly pop-up wizard to enter reporting parameters and print formats.
Filter by Payment Date
Unique feature to extract invoices based on when the payment reconciliation actually occurred.
Clean Excel Formatting
Excel exports styled with custom headers, colors, bold formatting, and border styling.
PDF Report Layout
Beautifully designed QWeb PDF document suited for official printing and business audits.
Automated Cost Calculation
Automatically retrieves standard cost prices from Odoo's product catalog.
Individual Row Line Details
Displays invoice number, customer, date, salesperson, product, quantity, revenue, cost, profit, and margin per line.
Calculates Net Profit & Margins
Built-in formula calculations for profit amounts and margins percentages.
Xlsxwriter Library Support
Native integration with xlsxwriter for high-speed, light memory file exports.
Multi Language Translation Available
We've included several languages out of the box. If your language is missing, simply contact us
and we'll provide a professional translation for free. We are committed to making our
tools accessible to everyone!
Drop us an email at: markvaranval@gmail.com
Chinese
French
German
Russian
Spanish
Arabic
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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.
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