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I want to send certain customers invoices via email automatically on shipment.  The documentation seems to require setting on every product, not on customers.  Is there a way to send invoices for all products to selected customers?

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Kassér

Hello,
This requires customization, or it can be managed through automation rules with a bit of custom code.
Hope it is clear.

Forfatter

Thanks, Lakhan.  I was hoping it was native to the program, but was expecting this requirement.  This is helpful.

Bedste svar

Hi,

Steps:

Go to Settings → Technical → Automation → Automated Actions (Developer Mode must be active).


Create a new automated action:


Model: Stock Picking (Delivery Order)


Trigger: On Update


Filter domain:


[('state', '=', 'done'),

('picking_type_code', '=', 'outgoing'),

('partner_id.x_auto_invoice', '=', True)]


Hope it helps.

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