First we will need to install the documents app and go to the settings, from there we will enable the following option:

Make sure to put it in a workspace that you recognize, the default one is called finances.

Yo will need to click in journals to select which documents will go where:

(The correct workspace in this example for customer invoices is Invoices and not the one in the pic)

After that go to documents settings> workspaces and create one workspace, in this case I called it PDFs:

I added invoices workspace as a parent but it is not necessary, however it is highly recommended.

After that we will need to activate debug mode (if you don’t know how to do this you can visit this link: https://www.odoo.com/documentation/17.0/applications/general/developer_mode.html)

And head to the workspace for invoices and we will click on the actions button:

And then we will create a new action:

We will name this action however we see fit, make sure it is related to the main workspace and change the condition to domain and add the mimetype equal to xml:

Remember that to see this you must have debug mode. You can also just copy this domain:

[("mimetype", "ilike", "xml")]

On the second tab “actions” just make sure that you set it to move to the xml workspace on “move to workspace”:

You can repeat this for PDF as well.

After that you just have to create invoices either download, send them by email or CFDI them.

By default both files will go to one workspace, the first one that it applies to.

After the documents are created you can go to the workspace and group by filetype and run the action we created previously.

These actions will only show up if the selected files are the correct filetype so it is foolproof.

After that you will have successfully stored and divided the invoicing files 🙂

You can always just have one folder to store both and just group by and it should be fine 🙂

And to massively download just select all the files and click on download:

And it will download a zip file containing all

Thanks 😀