Hide the portal View button your customers can’t use

Recipient-aware rules control the portal View button on quotations, sales orders, invoices, and purchase orders — so recipients without portal access never click a dead end again.

The problem

Odoo hardcodes a View button into every quotation, sales order, invoice, and purchase order email, linking recipients straight to the online customer portal. Companies that don’t run a portal, or restrict access to it, watch customers click through to a login wall or an access-denied page — generating confusion and avoidable support tickets, with no supported way to turn the button off.

The solution

Hide Email Buttons gives sales ops, accountants, and admins a discoverable, code-free control panel for portal button visibility. Set a global default, layer in recipient-aware rules by customer, tag, sales team, or document status, and preview exactly what each recipient will see before you send.

Capabilities

Everything you need to control the portal button

Every capability below is implemented in the module.

01

Recipient-aware rule engine

Target rules by customer, tag, sales team, document status, date window, or amount threshold, evaluated first-match-wins in the order you set.

02

Full document coverage

Quotations, sales orders, customer invoices, and purchase orders are all covered from one configuration surface — no need to stack single-purpose apps.

03

Global toggles in Sales and Invoicing

One-click always-show or always-hide defaults, placed directly in the settings screens sales ops and accountants already use — no Technical menu required.

04

Per-record override badges

See and set each order or invoice’s current button visibility directly from the sale order and invoice list views.

05

Bulk hide/show actions

Select many orders or invoices at once and apply a visibility change straight from the list view’s Action menu.

06

Live email preview

Pick a document and a recipient and render exactly what they will receive — button shown or hidden — before a single email goes out.

07

Visibility report

A transparency dashboard showing exactly which customers and orders currently see the button and which don’t — no more black-box configuration.

08

Guided setup wizard

A first-run wizard explains the problem and walks through the global toggles, so first-time setup takes minutes, not a support ticket.

09

Change audit trail

Every rule change is tracked in the chatter — who changed what, and when — for accountability and troubleshooting.

Workflow

How it works

1

Run the setup wizard

Enable the global toggles for Sales and Invoicing and set your default policy in a couple of clicks.

2

Add recipient-aware rules

Target specific customers, tags, sales teams, or conditions like status, dates, and amount, ordered first-match-wins.

3

Preview before you send

Open the email preview wizard to confirm the button is hidden or shown exactly as you intended.

4

Monitor and adjust

Check the visibility report and audit trail, then fine-tune with bulk overrides whenever something needs to change.

Questions

Frequently asked

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

Quotations, sales orders, customer invoices, and purchase orders — all from a single set of rules.

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.

Hide Email Buttons

Recipient-aware rules hide the hardcoded portal View button on quotations, sales orders, invoices and purchase orders — with a live email preview and per-record overrides, where Odoo offers no supported way to turn it off.

Buy on Odoo App Store