Extended Scope For Invoicing Policy

Set Your Invoicing Policy at Different Levels

Cybrosys Technologies

Overview

Generally, we can choose the invoice creation process in two ways:

•  Ordered quantities : Before processing the delivery
• Delivered quantities : After finishing the delivery process

Currently, in Odoo, we can set this feature only on the product side. This module extends the scope of this feature to Sale Orders as well as Customers. Then, the priority of Invoicing Policy will be as follows.Sale Order > Customer side > Product side > Default Settings. That is, Invoicing Policy set in Sale Order will get the high priority and Default settings will be considered only if the rest of the levels doesn't contain any Invoicing Policies

Features

Invoicing policy in sale order

Invoicing policy at customer side

Prioritized level

Screenshots

Create a Sale Order.

Go to Other Information ->Create Invoice -> Set 'Delivered quantities'

You can create invoice only after the delivery of the product. 'Create Invoice' will not be visible on sale order

At the Delivery side, create invoice will be 'To be Invoiced, which indicates the invoice can be created from the picking side. When the delivery is done, you can create the invoice from the delivery order itself.

Create a Sale Order.

Go to Other Information ->Create Invoice -> Set 'Ordered quantities'

After confirming the sale orders, you can directly create the invoice from sale order itself.

At Delivery side, create invoice will be 'Not Applicable', which indicates invoice cannot be created from the picking side.

Invoicing policy in Customer Side

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