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odoo accounting v14 pos v15
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Pagalba

Auto Split Invoice from sale order based on the qty of items

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This question has been flagged
invoicingodoo12
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Kevin Cruz

Info
The company i'm working with, sometimes make orders for 40+ items so when we create the invoice and print it, we get a 2 or 3 pages of one invoice.

The problem
we have the legal invoice format already printed, and with odoo we print only the data (customer info, invoice lines, subtotal and total.), so if we print an invoice of 40 items,  automatically the invoice will print 2 or 3 pages, so physically we have used 3 printed invoices with a unique code,  but in the system we have  used 1, and by our country laws we need to have those invoice in the system.

Possible solutions

1 - Auto split invoices when the order has more than 20 items, so if my order has 61 items, it will create 4 invoice. i know some addons that help you to split invoice but i need it to be automatic, based on the number of items in the order. Is there a way to do this?, or any app that you know that could help me here

2- a way to count the items and print 1 invoice but if you print 3 pages then register 3 invoices in the system


Example how would it be

https://drive.google.com/file/d/1Nh5oXlOesXVF8FEsa5SBfI6fsNCVK_r7/view?usp=sharing


https://drive.google.com/file/d/1mDpKu8Pg_hFHeezbTxtxDSfTB6xk_37T/view?usp=sharing

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Ray Carnes (ray)
Best Answer

When making an Invoice, you can delete any line items you like to be left with just 20 items.

Every time you make another Invoice, only the lines from the order that have not been included on an Invoice will be added.

It isn't automatic, but it might work until people can decide if it is simple enough to do that they don't need it automated.


1. Create Invoice

2. Delete lines so there are only 20

3. Create another Invoice


Repeat (2) and (3) until you have all lines invoiced.

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Kevin Cruz
Autorius

Thank you for your answer Ray.

But the invoice i want to be auto splitted comes from a sale order. This SO could be an order created from the website or a quotation confirmed, so is not a manual invoice created from invoicing, it's an invoice created from a sale order that some times include even more than 100+ items that's why i would like to have a way to make it automatic.

Ray Carnes (ray)

My method assumed you would create your Invoices from Sales Orders. Please try it. I am not suggesting you manually create Invoices from scratch.

Paresh Wagh

Wonderful solution Ray....simple and elegant.....and most importantly out of the box.

Guillermo Guevara

simple and elegant! XD for god sake!!

That's not an answer, and far away for be a solution..

please read carefully!

@Kevin is asking about split an SO created automatically from the e-commerce that has so many item that's not fit in just one page. (+100 item or more) because he's printing on pro-form invoices with sequence.

The natural odoo's behaviour is printing all items in so many pages that the documents need.. and that wont work for @Kevin

All the split activity has to be controlled from the SO and limit the # of lines into the invoice, actually we gonna share a module that pop up a message saying the number of lines that you have and so many you have passed (as a limiter) but the system doesnt' block the next activity, is just an "alert"

Maybe we can continue working on this problem because it's a common problem in Latin America.

regards

Ray Carnes (ray)

My suggestion may not be a solution for everyone. I wanted to make sure people knew what was possible out of the box. Our Product Owners are already aware of this requirement in LATAM and planning to support this in a future version as part of our continued localization efforts.

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Kevin Cruz
Autorius Best Answer

I didn't say it but the invoice i want to be auto splitted comes from a sale order that most of the times comes from a website customer.

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