Hi,

I have 2a couple questions regarding invoices in Odoo V18. I did post this before and got answer but replied that it didnt work for me then I think my post got closed saying it was solved when its not.

1. is there a way to have the email "sent" by the actual person sending it and not by the salesman?
2. As you can see in the picture it automatically sends it to 3 people. I only need it sent to the Bill To. In the email templates I see it goes to objects.partners but not sure where that is or if I am in the right place.
   

Answer:

1. Why does the email show the salesperson as the sender?

Because in the email template, the From field is set to the Salesperson by default.

✅ To fix this:

• Go to Settings → Technical → Email → Templates .
• Open the template (for invoices it is usually Invoice: Sending ).
• In the field , you will see something like:

${(object.invoice_user_id.email_formatted or object.company_id.email_formatted or user.email_formatted)}

Here, object refers to the current record (invoice, sales order, etc.).

You can replace or extend this with any other field you prefer, for example:

Plain Text

${user.email_formatted}

→ sends from the logged-in user.

Plain Text

${object.custom_sender_field}

→ sends from a custom field if you have one on the model.

2. Why does the email go to 3 people instead of only one?

Because the email template is sending to all followers of the document (they are automatically added in the chatter).

✅ To fix this:

•  Go to the document (Invoice / Sales Order) → open the Chatter panel on the right-hand side → under Followers , remove the extra people you don't want.

If you have any questions, feel free to reach out to us

Hope this helps!

My Reply:

For the first part, I am in the template. the original From field contains:

{{ (object.invoice_user_id.email_formatted or user.email_formatted)}}

so for me to make it send from the logged in user I would change it to:

{{ (object.invoice_user_id.email_formatted or ${user.email_formatted})  }}

This gives me an invalid operation  error though? 

For the second part, is there a way to make it default for everyone Just to send it to the Bill To and no one else. If I need to add a follower for 1 invoice I can easily.

Thank you for you help