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We have a warehouse location in the country in which our products are manufactured. We have another warehouse location in the country from which we fulfil to our customers. We can raise a delivery order to move the stock from one location to another. However, we need a commercial invoice that shows itemised products, weights, values, incoterms, etc in order to import to the destination country. How do we go about doing this? No financial transaction is actually taking place, yet customs insist on an invoice.

My initial thought was to fork the deliveryslip report and add what I need, but it's not that simple, and it just doesn't feel right to be trying to force a deliveryslip to be an invoice.

This must be a requirement for every business that does cross-border trade of physical goods. How are others doing this?

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Ray Carnes (ray)
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This requirement is normally met by the use of a Pro-forma Invoice, generated from the Sales Order:

A pro-forma invoice is an abridged or estimated invoice in advance of a delivery of goods. It notes the kind and quantity of goods, their value, and other important information such as weight and transportation charges. Pro-forma invoices are commonly used as preliminary invoices with a quotation, or for customs purposes in importation. They differ from a normal invoice in not being a demand or request for payment.

It has it's own layout, so can be customized based on your needs.

https://www.odoo.com/documentation/14.0/applications/sales/sales/invoicing/proforma.html

https://www.odoo.com/documentation/14.0/applications/productivity/studio/how_to/reports.html

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Thanks for the prompt response. In our case, there is no sales order as it's a transfer of stock the we already own from a location in one country to a location in another country.

The only document that gets generated is the delivery order. I'm tending back to my first thought which is to fork the deliveryslip and add the extra stuff we need like value. Stock moves have price_unit, though in our case it's always 0, so something isn't working that will support this approach. I'll need to understand why that is and then data fix which is not a nice thought. Any idea why stock_move.price_unit would always be 0?

M
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I should mention, we're still on 9.0

Tay

This seems like it would fit our needs for a commercial invoice. My only problem is the option to generate a pro-forma disappears after recording a delivery quantity and sending a final invoice to the customer. I want to be able to receive final payment, then print a pro-forma as the last step in my workflow before shipping goods. Is this possible?

Ray Carnes (ray)

The button is simply set to invisible if there is already an Invoice or if the order is confirmed - see https://github.com/odoo/odoo/blob/14.0/addons/sale/views/sale_views.xml#L279 - so you can override this in your own View and show the button all the time.