Generally, organizations follow two type of invoicing policies, ‘Cash on Delivery’ or ‘Before Delivery’. Odoo supports both these policies by default, they are ‘Ordered quantities’ (Before processing the delivery) and ‘Delivered quantities’ (After finishing the delivery). But Currently in Odoo, the application area of these invoicing policies is limited. Either you have to set an invoicing policy as default for all products or you can keep individual invoicing method for each product.

1. www.cybrosys.com
Extended Scope For Invoicing
Policy

2. INTRODUCTION
 Generally, organizations follow two type of invoicing policies, ‘Cash on Delivery’ or ‘Before Delivery’. Odoo
supports both these policies by default, they are ‘Ordered quantities’ (Before processing the delivery) and
‘Delivered quantities’ (After finishing the delivery ). But Currently in Odoo, the application area of these
invoicing policies is limited. Either you have to set an invoicing policy as default for all products or you can
keep individual invoicing method for each product.

3.  Extended Scope For Invoicing Policy’ app from Cybrosys Technologies allows you to extend the
scope of invoicing policies to Customer side and Sale orders. This way you can manage
different invoicing method for different customers. In the Sale orders, you can decide the
invoicing policy dynamically irrespective of the product side configuration. Therefore, the
priority of Invoicing Policy will be as follows
 Sale Order > Customer Side > Product Side > Default Setting

4.  That is, invoicing method set in Sale Order will get high priority than any other. And default
settings will be considered only if the rest of the levels doesn’t contain any invoicing method.
 First, you have to download and Install the application form Odoo App Store. Then follow the
below steps to enable the feature.

5. ★Invoicing Policy in Sale Order : Delivered quantities
○Create a Sale Order.
○Go to Other Information ->Invoicing Policy-> Set 'Delivered quantities'
○You can create invoice only after the delivery of the product. 'Create Invoice' will not be visible in the sale
order

6.  At the Delivery side, Invoicing Policy will be 'To be Invoiced, which indicates that the invoice
can be created from the picking side. When the delivery is done, you can create the invoice
from the delivery order itself.

7. ★Invoicing Policy in Sale Order : Ordered quantities
○Create a Sale Order.
○Go to Other Information ->Invoicing Policy -> Set 'Ordered quantities'
○After confirming the sale orders, you can directly create the invoice from sale order itself.

8.  At Delivery side, ‘Invoicing Policy’ will be 'Not Applicable', which indicates invoice cannot be created from t
picking side

9. ★Invoicing policy in Customer Side
 In Customer master form, an extra field will be appeared for setting invoicing policy,
Customer master>Sales & Purchase>Invoicing Policy
Here you can set the required invoicing policy for the customer.

10. Refer this link for more:
https://www.cybrosys.com/blog/extended-scope-for-invoicing-policy

11. Thank You !
Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park,
Kakkancherry,
Calicut University P.O.
Calicut
Kerala, India - 673635.
Cybrosys Ltd
15, ST Antonys Road,
Forest Gate, London
England,
E79QA.
Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, Kerala,
India-682030.