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I've read multiple threads about customizing reports in Odoo 8, but could find an answer to my question:
How can we edit the invoice template in Odoo 8? In OpenERP7 we used make files to edit invoices, but it seems that webkit is obsolete.
Trying to change the document type from PDF to Webkit did not help as we were unable to locate the .mako files.
We tried the qWeb editor as suggested in this thread (https://www.odoo.com/forum/help-1/question/is-there-any-way-to-preview-webkit-report-layout-while-coding-maybe-wysiwyg-editor-52307#answer-52417), but this only edits the layout.
We need to be able to add variables (BBA structured ref, expiration date, dank details,...) and the PDF wich is attached to the outgoing mail template should also be updated.
I'll try to help out as I was also very confused about this when I first started working with Odoo v8.
The short answer is:
1) You can use "HTML" and edit the template via the visual WYSIWIG editor. To do this, locate the invoice you wish to modify and change the default from PDF to HTML. Now open ANY invoice. Select Print > Invoices (or whatever you named your invoice). From here a new window will appear and an "EDIT" button will appear in the upper left. Click EDIT and change what you wish. I personally found this far too restrictive to accomplish what I wanted. I wound up with option #2.
2) Option #2 is to use QWeb. QWeb is Odoo v8's new templating system. To do this go back to Settings > Reports > Invoices (or whatever the name of your invoice is) and select "Search QWeb Views". There will be two options here. Select the one with the suffix _document
On this screen you can edit the raw HTML / XML as you see fit.
You will see lots of talk around these forums of RML. My understanding is that this is Odoo's OLD method of modifying invoices. You should ignore everything other than QWeb or editiing it via the WYSIWIG editor. (The two options I listed above)
I have tried to include more detail in another post where I had a similiar question, here:
Hello all, I was trying to follow the instructions above mentioned, but dispite I can see the header and the footer needed when I have the Invoice in HTML, whenever I change it to PDF, I print the invoice and I have no header or footer.
I am using odoo 8 and I am not an expert in odoo.
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|Asked: 12/28/14, 10:41 AM|
|Seen: 40143 times|
|Last updated: 6/23/17, 6:43 AM|