Invoice every order your way not just the product’s way
Override Odoo’s product-level invoicing policy at the sales order or line level, preview exactly when you’ll invoice and get paid, and never guess why an order is blocked.
The problem
Odoo ties invoicing policy to the product, so the same item bills the same way for every customer and every deal. A prepaying wholesaler and a large account on credit terms end up on identical billing rules, forcing teams into product cloning or manual invoice edits — and when an order can’t be invoiced yet, the reason only shows up as a late, cryptic error.
The solution
Set the invoicing basis — ordered, delivered, or time & materials — on the order or on individual lines, without touching the product. A colored policy badge, an upfront readiness flag with a plain-language reason, and a cash-flow preview make the billing outcome visible before you confirm, while templates, bulk updates, and a full audit trail keep it fast and accountable at scale.
Everything you need to bill with confidence
Every capability below is implemented in the module.
Order & line-level policy override
Set the invoicing policy — ordered, delivered, or time & materials — on the whole sales order or on individual lines, overriding the product’s default without changing it for any other order.
Three billing bases, one workflow
Bill on order confirmation for cash-on-order deals, on delivery for shipment-based accounts, or on logged timesheet hours for service engagements — all handled by the same policy field.
Always-visible policy badge
A colored active-policy badge on the order form and a dedicated column in the sales order list show at a glance which basis governs each order, including a clear Mixed flag when lines disagree.
Upfront invoice-readiness flag
Every order carries a Ready to Invoice or Blocked status computed before you ever try to invoice, with a plain-language reason listing exactly which lines are holding it up and why.
Cash-flow & invoice-date preview
See the estimated invoice date and expected payment date right on the order, before you confirm it, so the financial timing of a policy choice is visible instead of a surprise.
Guided policy selection
Inline help on the order explains which policy fits which business scenario — cash-on-order, ship-then-bill, or hourly services — so the right choice is obvious even for occasional users.
Reusable policy templates
Save common billing setups as templates and apply them in one step, so recurring scenarios are configured correctly every time without re-entering the same settings.
Bulk policy updates
Select any number of orders from the list view and update their invoicing policy in a single action — no more editing orders one at a time.
Full policy audit trail
Every policy change is logged with who made it, when, and why, alongside chatter tracking on the order, giving finance a defensible historical record.
How it works
Set the policy
Pick ordered, delivered, or time & materials on the order or a specific line, or leave it on Follow Product Policy to keep the default.
Preview the impact
Check the active-policy badge, the estimated invoice date, and the expected payment date before you confirm the order.
Confirm & deliver
As the order ships or timesheets are logged, the readiness flag and any block reason update automatically to reflect real delivery progress.
Invoice with confidence
Ready orders appear in the Ready to Invoice worklist; blocked ones land in Blocked Orders with the exact reason, so nothing is billed too early.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. The product-level policy stays exactly as configured. This module adds an optional override at the order or line level, so you only diverge from the product default when a specific deal needs it.
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.
Invoicing Policy on Sale Order
Order- and line-level overrides of Odoo's product-level billing policy, with a visible readiness flag and cash-flow preview — no more product cloning to bill the same item two ways.
Buy on Odoo App Store