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As an odoo 12 user, I would like to invoice my SOs that have been delivered effectively to clients.

At occasions I would like to hold back an invoice of which a delivery has not been completed yet. Can I give these specific SOs the status “wait for invoicing” in some way? A way that I can easily filter these out before initiating batch invoicing from the view: orders for invoicing.

Looking forward to your thoughts, thanks

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Hello Frederik,

It seems you like to have a new state in the sale order which will show the order is ready to invoice. The SO will be in this new state automatically when delivery has been done.

You need to set the state change method depends on the status of the delivery of the order. But in the case of partial delivery of the SO, you need to set the state 'ready to invoice' and after making partial invoice, you need to reset the state to 'Sale order'.


I hope this will resolve your query.
For more assistance, you can contact support@webkul.com


Thanks,

Aman Prakash

Associate Software Engineer

Webkul Software Private Limited

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The system already handles this if you configure your products with an Invoicing Policy of Delivered quantities. This setting is available in the Sales tab of the Product template (Sales > Products > Products).

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Hi,


checkout this app, if helpful:

https://apps.odoo.com/apps/modules/13.0/sale_invoice_status/

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Is there a way in 13 to have the draft invoice generated after the delivery. ? I was trying to use an automated actions but I am stuck. This use to be an option in the earlier versions


Thanks !

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Correct, yet the system considers the package delivered and ready for invoicing the moment a WH Out is confirmed and the shipping slip can be printed. This however doesn’t mean it has been received yet. 

In out market it is only considered fair to invoice after the customer has surely received his goods

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Interesting. You will need a customization to handle this scenario since the system does not have something that can be configured to handle it. One simple option, which does not involve code modification, would be to add a custom field on the Sales Order (for example, "Delivery Confirmed") to identify the Orders for which delivery has not been confirmed so that you can filter these out while creating the Invoices.

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