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Hello,


is there a possibility to use a sales order for project-deliveries, but without creating an invoice.

The case is that I have a fixed price and I would like to delivery step by step material to the project.


Thanks for your support.
Bye

Thomas

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Best Answer

Hello Thomas,

Yes, it is possible to use a sales order for project deliveries without creating an invoice in Odoo.

Here's how you can achieve this:

  • Configure the invoicing policy: On the sales order, you can set the invoicing policy to "Delivered quantities". This means that the invoice will only be created when the products are delivered.
  • Deliver the products: As you deliver the materials to the project step by step, record the deliveries in Odoo.
  • Create the invoice (optional): If you don't want to create an invoice, you can simply leave the sales order as is. Odoo will not automatically create an invoice unless you manually trigger it.

This approach allows you to track the deliveries of materials to the project using a sales order, without automatically generating an invoice. You can then create the invoice manually when you are ready, or simply use the sales order as a record of the deliveries.

I hope this helps!

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