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accountinginvoiceodoo18
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Saksham Khanal

Hey everyone,

I’m on Odoo 18 and noticed something odd. When I open an Invoice → Gear Icon → PDF, I see a “Pro-forma Invoice” option. As far as I know, pro-forma invoices normally belong to the Sales module, not Accounting.

The confusing part is:

  • The pro-forma option appears directly in the Invoice view.

  • I searched under Settings → Technical → Reports for anything linked to account.move, but I can’t find a report or QWeb template that corresponds to this pro-forma PDF.

  • I also checked Sales reports, but nothing seems to explain why the PDF action is available inside the Accounting module.

Does anyone know:

  1. Which XML/QWeb template or report action is responsible for this pro-forma invoice in Odoo 18?

  2. Is this coming from a cross-module extension (Sales adding actions to Invoices)?

  3. Where exactly can I locate/override the PDF being generated?


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Codesphere Tech

Hello
I've checked in version 18, I'm not able see the pro-forma invoice report in Invoice Gear Icon.

Saksham Khanal
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I did a fresh installation of Odoo 18 Enterprise on my local machine, and the issue doesn’t appear there. But it does show up on my Odoo.sh instance, where the real problem is. We recently migrated from Odoo 17 to Odoo 18, and everything worked fine on Odoo 17 as well.

I am also looking at the code base, but I am unable to identify what is triggering this behavior.

Codesphere Tech

For odoo.sh, You can contact odoo directly. May be the issue happened while migrating version.

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Redian Software Pvt Ltd
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The Pro-forma PDF is generated using Odoo’s standard invoice report account.report_invoice, with a small wrapper template for pro-forma context.

Templates involved:

  • account.report_invoice_document — the main invoice PDF layout

  • account.report_invoice — wrapper

  • account.report_invoice_proforma — the pro-forma version

In essence:

Pro-forma report → inherits → Invoice report → inherits → Base document layout

So if you see:

  • Header saying “Invoices”

  • Invoice labels or fields

  • Invoice-style numbering

  • Invoice-specific subtotals

it’s because the pro-forma template still uses the same invoice QWeb classes, and the code doesn't fully change the header for pro-forma mode.

Odoo simply swaps the document title to "Pro-forma Invoice", but leaves most of the markup identical.

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Kunjan Patel
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Hello Saksham Khanal
I hope you are doing well

Pro-forma in Odoo 18 Invoices:

- No Pro-forma PDF action is bound to account.move in backend - Check that line <field name="binding_model_id" eval="False"/> (account/views/account_report.xml (line 5) → account.account_invoices)
- If you see it in Gear Icon → PDF, it's from Sale module (sale.action_report_pro_forma_invoice) or a custom module
- Verify: Run self.env['ir.actions.report'].search([('binding_model_id.model', '=', 'account.move')]) in Odoo Shell

I hope this information helps you

Thanks & Regards,
Kunjan Patel
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