Auto-Load Every Contact On Every Send

Automatically pre-fill the recipient list with every relevant contact when you email invoices, quotations and sales orders — filtered, deduplicated, and ready to review before you hit send.

The problem

Odoo's send-by-email wizard only pre-fills a single contact, so billing clerks and sales admins must manually look up and add every accounts-payable clerk, procurement officer or delivery contact by hand — on every invoice and every order. Miss one, and the customer says they never received the document, delaying payment.

The solution

This module automatically pre-fills the To field with every relevant contact linked to the customer, on both the invoice send wizard and the quotation/order composer — filtered by contact type, deduplicated by email, and fully editable before anything is sent.

Capabilities

Everything you need to reach the right people

Every capability below is implemented in the module.

01

Auto-Load On Invoices

Pre-fills the invoice send wizard with every relevant contact linked to the customer, no manual lookups.

02

Auto-Load On Sales Orders

Pre-fills the quotation/order email composer the same way, from one unified module.

03

Contact-Type Filtering

Choose which contact types are included — Invoice, Delivery, Contact or Other — globally or per document type.

04

Automatic Deduplication

Recipients are deduplicated by email address so nobody receives the same document twice.

05

Preview & Edit Before Sending

The auto-loaded list appears in the native, editable To field so you can add or remove recipients before sending.

06

Per-Customer Mode

Set each customer to Auto, Always or Never, overriding the global default for that one account.

07

Per-Document Disable

Turn auto-loading off for a single invoice or sales order from its Other Info tab, without touching global settings.

08

Independent Sale & Invoice Config

Tune the invoice workflow and the sales workflow separately from one settings screen.

09

Skip Contacts Without Email

Optionally skip contacts that have no email on file instead of leaving blank recipients.

Workflow

How it works

1

Configure Defaults

In Settings, turn on auto-load for invoices and/or sales orders and choose which contact types to include.

2

Set Customer Overrides

Optionally set a customer's mode to Auto, Always or Never on its contact form.

3

Open Send

Click Send by Email on an invoice or sales order — the recipient list pre-fills automatically.

4

Review & Send

Check the auto-loaded, deduplicated list, adjust if needed, and send with confidence.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

Yes. One module covers the invoice send wizard and the quotation/sales order email composer, configured independently from a single Settings screen.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Auto-Load Customer Contacts as Recipients

Every relevant customer contact pre-filled into the invoice and sales order send dialogs — filtered by contact type, deduplicated by email, and fully editable before anything goes out.

Buy on Odoo App Store