Sales and POS invoices, summarized instantly
Generate a single, branded summary of every customer invoice and POS order — filtered by date, status, and company — with on-screen previews, PDF and Excel exports, and scheduled email delivery.
The problem
Closing the books means pulling sales invoices and POS orders separately, then hand-building a summary in a spreadsheet every single period. In multi-company groups the work multiplies, and outstanding versus paid amounts have to be reconciled by eye every time.
The solution
Sales Invoice Summary Report aggregates account invoices and POS orders into one persistent run: set your filters, click Generate, and see totals, aging, and per-company breakdowns on screen immediately — ready to export or email without leaving Odoo.
Everything a monthly close needs
Every capability below is implemented in the module.
Unified Sales + POS Totals
Combine customer invoices and Point of Sale orders into one consolidated billed figure, with an automatic per-channel breakdown so nothing needs to be reconciled by hand.
Guided Date & Status Filters
Scope any run to a custom date range and choose Outstanding, Paid, or All Invoices, with inline help text explaining exactly what each option includes.
Multi-Company Reporting
Select any combination of companies for a single run and get consolidated totals without pulling each entity's numbers separately.
Live On-Screen Preview
Every generated run shows its totals, breakdown, and aging directly on the record form — no blind export-and-check loop before you see the numbers.
Accounts-Receivable Aging
Outstanding balances are automatically bucketed into 0-30, 31-60, 61-90, and 90+ day ranges so overdue exposure is visible at a glance.
Branded PDF Report
Print a polished PDF summary — key figures, aging, and breakdown tables — ready to hand to a manager or attach to a board pack.
One-Click Excel Export
Download the same summary as an Excel workbook for further analysis, matching the table-stakes format finance teams already expect.
Email Delivery
Send the generated summary straight to a recipient list from the record itself, removing the manual download-and-forward step.
Scheduled Runs & Archive
Enable the monthly cron to generate and email last period's summary automatically, and reopen any past run at any time from the archive list.
How it works
Set your scope
Pick a date range, invoice status, companies, and channels to include.
Generate & review
Click Generate and see totals, aging, and the company/channel breakdown on screen.
Export or send
Print the branded PDF, download the Excel file, or email the report to stakeholders.
Automate & revisit
Schedule monthly generation and reopen any past run from the searchable archive.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. Each run aggregates account.move customer invoices and pos.order sales into one consolidated total, with an automatic breakdown by channel and company so you never have to reconcile the two sources by hand.
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.
Sales Invoice Summary Report
Account invoices and POS orders aggregated into one persistent run with date and status filters, AR aging and per-company breakdowns — previewed on screen, then exported to branded PDF or Excel, emailed, or scheduled.
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