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odoo accounting v14 pos v15
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When sending an invoice by email, the default invoice template is not loaded (Odoo 17).

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Adrian Porras

Hello.


I have a database in Odoo SH, where we migrated from Odoo 15 to Odoo 17. In Odoo 15, when you wanted to send an invoice by email, the "send and print" button automatically loaded the corresponding invoice template. However, after the migration, we encountered a problem: clicking the "send and print" button no longer loads the corresponding template by default (I have to search for the template in the field so that it loads all the information).


Did this change in Odoo 17? I've already checked the template settings and the dynamic reports field. I've loaded the options for Invoice, Unpaid Invoice, and Original Invoices, and I've left the field empty. I've also checked the external identifiers, and the template's EXTERNAL ID is correctly loaded in the external identifiers section under the technical settings, but nothing has worked.


Any recommendations for solving this problem? I can't find the solution using the Odoo settings themselves.


Thanks.

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Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,


To fix this, you should open the invoice email template under Settings → Technical → Email → Templates, verify that its model is set to Account Move, and ensure it’s marked as the default template for invoices. You can also check under Sales → Configuration → Settings → Document Layout / Email Templates to confirm that the default template for invoices is properly assigned. If the template was customized before the migration, you might need to reassign its external ID or re-link it to the correct report (such as “account.report_invoice_document”).


In short, this isn’t a bug but a change in how Odoo handles default email templates in version 17. Reconfiguring or reassigning the default invoice template in the technical settings should restore the automatic loading behavior when you use the “Send & Print” button.


Hope it helps

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