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My customer asks me for a delivery note after working for them, before I send the bill at the end of the month. How can I do that with odoo?
Ex:
Cleaning buissness. After cleaning a house/office the worker needs to hand the customer a delivery note. At the end of the month the customer recieves the bill with the Sales number (for instance S25100) so they can match both.
Hi,
In default Odoo, delivery orders are only created for stockable products, so service products cannot generate a delivery order or delivery note automatically. This is why, in service businesses like cleaning, you cannot use the standard inventory workflow to issue a delivery note.
To work around this, you have a few options. One is to use a stockable “dummy” product for the service, allowing Odoo to generate a delivery order that can be printed as a delivery note. Another is to create a custom “Service Delivery Note” report that mimics a delivery note but uses the Sales Order and service lines, avoiding unnecessary stock movements.
Alternatively, you can use the Timesheet or Project module to log services and generate a Service Report immediately after the work is done, then invoice at the end of the month referencing the same Sales Order number. This provides a professional way to give customers proof of service without affecting inventory.
Hope it helps
Yes indeed, it does help a lot.
I didnt know about the timesheet or projects part, but I was already aware of the limitation in sales. I also had the dummy idea, even using a consumable product instead of a service, but that does not seem right... I'll try your suggestions with those 2 extra modules, because to me it is not clear now when a service has been "delivered". Just confirming the SO lets me invoice it even tho I might not have done the service yet, this does not seem the way to go...
The Invoicing Policy determines when a Sales Order can be invoiced. See https://www.odoo.com/documentation/19.0/applications/sales/sales/invoicing/invoicing_policy.html - if you change the policy so the service needs to be delivered before invoicing is possible, maybe the worker can change the quantity on the Sales Order and print a copy to hand to the Customer?
If I change the policy so it needs to be delivered as you mentioned, then how will I deliver the service units? I just tested it in a dummy DB and I couldn't invoice the units because there is no delivery for them, so I can't deliver them. Does that make sense to you?
You deliver services manually by editing the delivered quantity on the Sales Order.
You are right, so easy and I didn't know it worked like so.
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