Sales & Purchase Workflow Automation
One Click Bill • One Click Invoice • One Click Refund
Tired of repeating the same steps on every order? Confirm, validate stock, create invoices, and process refunds all from a single button on the purchase or sales order form. Built for Odoo 19 Community, ready to use immediately after installation.
Why This Module?
In standard Odoo, billing a purchase order or invoicing a sales order means navigating through receipts, deliveries, and accounting screens. This module automates the entire chain so your team can focus on business not repetitive clicks.
3 Steps on 1 Click
Confirm, validate stock, and create accounting documents in one action.
Auto Validation
Incoming receipts and outgoing deliveries are validated automatically.
Posted or Draft
Choose whether bills, invoices, and refunds are posted or saved as draft.
Enabled by Default
Install and start using immediately. No complex setup required.
One Click Bill
A new One Click Bill button appears on every purchase order (except cancelled ones). When clicked, the module will:
- Confirm the RFQ / purchase order if it is not yet confirmed
- Validate all related incoming receipts
- Create the vendor bill with correct invoice dates
- Post the bill or save it as draft based on your settings
- Show a success notification and open the created bill
One Click Invoice
The One Click Invoice button on sales orders works the same way for your sales team:
- Confirms the quotation / sales order automatically
- Validates all outgoing delivery orders
- Creates the customer invoice with invoice dates filled in
- Posts or drafts the invoice according to your configuration
One Click Refund Purchase & Sales
When a purchase order is fully billed or a sales order is fully invoiced, the bill/invoice button is automatically replaced by One Click Refund. A confirmation dialog asks before processing.
The refund workflow will validate stock returns and create vendor refund bills or customer credit notes posted or draft, exactly like the bill and invoice workflows.
Purchase Refund
Sales Refund
Flexible Settings with Full Control
Every workflow can be enabled or disabled independently. For each action, choose between Posted (validate stock + post document) or Draft (validate stock + save document as draft). All features are enabled by default after installation.
Settings > Purchase
Settings > Sales
How It Works
1. Install
Install the module from Odoo Apps. All workflows are active immediately.
2. Configure
Optionally adjust posted/draft modes under Settings > Purchase and Settings > Sales.
3. Click Once
Open any PO or SO and use the one-click button. Done.
Compatibility
Odoo 19 Community Edition
Requires: Purchase, Sales, Inventory, and Accounting (standard Odoo apps).
Compatible with On-Premise and Odoo.sh deployments.
No Enterprise license required. No external services or API keys.
Support
Purchased this module on Odoo Apps? Our team is here to help with installation, configuration, and bug reports.
Author: M.Galal
m.galal2010m@gmail.com
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