Invoicing Automation: Generate and Send Invoices Based on Deliveries

Steersman Odoo Feature: Invoicing Automation enhances Odoo’s base invoicing capabilities, allowing businesses to streamline their invoicing process by automatically generating and sending invoices upon completion of a delivery order. Our feature eliminates the need for manual invoice creation upon product delivery, improving accuracy and efficiency while enhancing the customer experience and increasing operational control.

• Delivery-based Invoicing: Automatically generate invoices when a delivery order is validated
• Automatically send (Email/Print) the invoice to the customer based on their preferred invoice delivery method
• Configure or override invoicing automation settings globally, on a per-customer basis, or for specific sales orders

Invoicing Automation Feature

Automatically Generated Invoices upon Validation of a Delivery Order

When a delivery is validated, Odoo will indicate on the sales order which products are ready to be invoiced. Our invoicing automation feature will automatically generate an invoice for all invoiceable lines on the sale order for the completed shipment.

Each invoice generated for a shipment will reflect the contents of each delivery until the sales order is completely fulfilled.

Pay and Allocate a Deposit Against the Generated Invoice(s)

Our invoicing automation feature also works with our Advanced Sale Order Deposits module, which allows businesses to manually record the deposit amount taken or process a live payment transaction for the full or partial down payment using Steersman’s available Payment Enhancements for Odoo ERP.

When a delivery invoice is generated, Odoo will automatically allocate the down payment against it.

The deposit will continue to be allocated against each delivery invoice until the total down payment amount is consumed.

Send Invoices Based on the Preferred Customer Invoice Delivery Method

Once the invoice is generated, the invoice PDF will be sent to the sale order’s invoicing contact based on their Preferred Invoice Delivery Method; which could mean that the invoice document will be emailed to the email address on file for the invoicing contact, printed and mailed out to the invoicing contact’s address, or both ways.

Enabling invoice printing per delivery operation type is required to allow a generated invoice to be printed. This is especially useful when having multiple delivery operation types, for example: - UPS and FedEx Deliveries should be allowed to print the invoice - Counter (Direct to Customer) sales

When an email is sent, Odoo will log a record in the Invoice Document’s chatter, noting what was sent and to whom. If printed, Odoo will send the file to be printed from the designated document printer configured in the user’s workstation and log that the invoice was printed in the Invoice Document’s chatter.

Auto-Print Invoices / Delivery Slips based on Delivery Operations Type

Invoicing and Delivery Slip printing can also be configured according to the delivery operation type, which determines whether a specific delivery method should automatically print the auto-generated invoice and corresponding delivery slip. This is especially important for distributors with retail chains processing B2B sales using our Steersman Odoo Feature: POS Style Sale Order Management, which provides the ability to group and split products into different delivery methods and routes.

i.e. Truck deliveries will always allow automatic invoice and delivery slip printing for what is delivered, while Counter (Direct to Customer) Sales should not print delivery slips when delivered directly into the hands of the customer.

Override Global Settings and Configure Invoicing Automation per Contact

While the feature can be enabled or disabled globally, the contact record has configuration settings to override the global settings. This means that if the feature is disabled globally, you can enable it for specific contacts and vice versa.

Available Options per Invoicing Automation feature:

• Inherit Default: Will use the global settings
• Yes: Will override the global setting and will use the invoicing automation feature
• No: Will override the global setting and will NOT use the invoicing automation feature

i.e. All contacts enabled for invoicing automation -> can disable auto-invoicing generation for specific customers OR No contacts have invoicing automation -> can enable auto-invoicing generation for specific customers

Override Contact Settings and Configure Invoicing Automation for a Specific Sales Order

The sales order also allows users to reconfigure the invoice automation settings, enabling sales users to address specific customer requests.

Available Options per Invoicing Feature:

• Inherit from Customer: Will use the configuration set on the customer contact level
• Yes: Will override the settings on the contacts and use the invoicing automation feature
• No: Will override the settings on the contact and will NOT use the invoicing automation feature

i.e. a customer requests not to have the invoice automatically sent to them for this specific order, OR the customer requests that they do not receive an invoice per delivery for just this order.