Sales tags, automatically carried through to every invoice.
Sales Tags To Invoice Tags gives sales orders and customer invoices one shared tag dimension. Confirm an order, invoice it in full, in part, or in bulk, and the tags travel with it — so segment, project, and campaign reporting reconciles cleanly between sales and accounting.
The problem
Your sales team tags orders by segment, project, or campaign — then the invoice generated from that order starts from zero. Accounting re-tags by hand, tags drift because two people spell the same concept differently, and once invoices are posted there is no reliable way to compare invoiced revenue to sales pipeline on the same dimension. Partial invoicing and bulk “Create Invoices” runs only make the manual re-tagging fall further behind.
The solution
One dedicated tag model spans sales orders and customer invoices. Confirm a tagged order and every invoice it produces — full, partial, or generated in bulk — inherits its tags automatically. Credit notes inherit the reversed invoice's tags, manual edits stay clearly separate from propagated ones, and a built-in report reconciles sales amount against invoiced amount per tag — the reporting payoff pass-through apps never deliver.
Everything a sale-to-invoice tag needs
Every capability below is implemented in the module.
A tag model of its own
A dedicated, color-coded tag isolated from CRM tags, so sales-order and invoice categorization never gets mixed up with pipeline stages.
Tags flow to every invoice
Confirm a tagged sales order and the invoice it generates inherits the same tags automatically — no re-tagging, no manual step.
Works with partial and bulk invoicing
Invoice an order in full, in part, or through Odoo's batch Create Invoices wizard — every resulting invoice carries its order's tags correctly.
Credit notes keep their tags
Reversing or crediting an invoice carries its tags onto the credit note, so reporting stays consistent even after a cancellation.
See where each tag came from
Invoices show propagated tags separately from manually added ones, so accounting always knows whether a tag arrived from the order or by hand.
Tags apply themselves
Mark a tag to auto-apply to every new order, and default tags from a customer's record are added automatically once that customer is selected.
Confidential tags, properly governed
Mark sensitive tags confidential so only tag managers can see or apply them, and require manager rights before a mass replace or remove runs.
Add, replace, or remove in bulk
Select any group of sales orders or invoices and add, replace, or remove tags across all of them in one action, right from the list view.
Reconcile sales and invoiced revenue
A pivot, graph, and list report compares sales order amount against invoiced amount for every tag, closing the reporting gap pass-through apps leave open.
How it works
Create your tags
Set up color-coded tags once — mark any as confidential or apply-by-default, and set default tags on customer records.
Tag the sales order
Apply tags to a quotation or sales order by hand, or let default and customer tags populate them automatically.
Confirm and invoice
Confirm the order and create its invoice — in full, in part, or through a bulk invoicing run — the tags travel with it.
Reconcile and report
Track manual vs. propagated tags on every invoice, then compare sales and invoiced revenue per tag in the built-in report.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Propagation is hooked into the same method every invoice-creation path uses, so full invoices, partial invoices, and Odoo's batch Create Invoices action all inherit the sales order's tags the same way.
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 Tags To Invoice Tags
Shared, color-coded tags that carry from sale orders to customer invoices automatically — through partial and bulk invoicing and credit notes — with source tracking, governance for confidential tags, bulk edits and a revenue reconciliation report.
Buy on Odoo App Store