Invoice Policy Sale Order Line - Service
Invoice policy for services (Prepaid, Timesheet, Milestones, Manual)
Invoice Policy Sale Order Line – Service
Granular line-level invoice policy control for Fixed Price, Timesheets, Milestones, and Manual billing.
App Overview
Introduction
This custom Odoo module enhances the native sales workflow by allowing users to define the Invoice Policy at the Sale Order Line level — specifically for Service products.
By default, Odoo sets the service invoicing policy globally on the Product template. This module provides granular, line-level control, empowering sales teams to mix different billing methods for services directly on each quotation or sales order line, ensuring maximum flexibility for complex service contracts.
Key Features
Line-Level Flexibility
Introduces a Service Invoice Policy dropdown (service_invoice_policy) directly on sale order lines, decoupling invoice logic from the global product setup.
4 Comprehensive Service Workflows
Fully supports Prepaid/Fixed Price, Based on Timesheets, Based on Milestones, and Based on Delivered Quantity (Manual) — all configurable per line.
Smart Auto-Population
When a service product is added to an order line, the policy is automatically inherited from the product template and pre-filled, preserving native Odoo behavior until changed.
Intelligent UI Visibility
The Service Invoice Policy field is placed right before the Quantity column in the quotation view and intelligently auto-hides for physical goods, keeping the interface uncluttered.
State Protection
The policy field locks and becomes strictly read-only once the quotation is confirmed into a Sales Order, protecting data integrity across connected projects and timesheets.
Automated Milestone Generation
When a line is set to Based on Milestones, the system automatically creates the required project.milestone (100% quantity) upon order confirmation and links it to the order line and tasks.
Native Integration
Deeply integrates with sale_timesheet and sale_project to ensure accurate computation of qty_delivered, qty_to_invoice, invoice_status, and amount_to_invoice without breaking Odoo’s core logic.
Configuration Steps
No additional configuration is required after installation. The module is ready to use immediately on new quotations and sales orders.
Automatic Policy Assignment
When a Service product is added to a Sale Order Line, the Service Invoice Policy field is automatically populated from the product template. Users can manually override the policy on any line before order confirmation to accommodate project-specific billing requirements.
Data Integrity Protection
Once the Sales Order is confirmed, the Service Invoice Policy field becomes read-only. This prevents accidental changes that could affect related projects, tasks, milestones, timesheets, deliveries, and accounting records.
Milestone Automation
When a service line is configured with the Based on Milestones policy, the module automatically creates a project milestone during order confirmation if none exists and links it to the related project, task, and sales order line.
Native Timesheet Integration
Selecting Based on Timesheets automatically routes delivered quantity calculations through Odoo's native timesheet engine, ensuring invoicing remains synchronized with approved timesheet entries.
Frequently Asked Questions
Technical Details
Dependencies
• Sales (sale_management)
• Discuss (mail)
• Invoicing (account)
• Project (project)
• Employees (hr)
License
OPL-1
Need Assistance?
Email Support
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