Invoicing from transfers¶
Standard Odoo invoices a sale or a purchase order as a whole (or through the order’s own Create Invoice wizard); it does not let a warehouse user turn a specific, already-validated delivery or receipt into an invoice, and it does not keep an explicit record of exactly which transfers ended up on which invoice line. eYssen customers who invoice per delivery note, who group several deliveries for the same customer onto one collective invoice, or who need to trace an invoice line back to the physical goods movement that justifies it, need both of these capabilities. This feature adds an Invoicing action directly on stock transfers, an invoice-status indicator per transfer, and a permanent two-way link between pickings and the invoices/vendor bills generated from them.
Invoice status on stock transfers¶
Every stock.picking (delivery, receipt or internal transfer) gets an Invoice Status field with five possible values: Not invoiced, To Invoice, Fully Invoiced, Over Invoiced, and No need to invoice. It is computed by comparing the total quantity moved on the transfer’s operations against the quantity already picked up by invoice lines, and is shown as a colored badge on both the transfers list and the transfer form.
The list view also gets a Direction concept exposed as Type of Operation (Receipt, Delivery or Internal Transfer), a To be Invoice quick filter, and a Group By: Invoice State option, so accounting can quickly find every completed transfer that is still waiting to be billed.
On the operations tab of the picking form, each line shows an Invoiced quantity column next to the demand, color-coded green when the line is fully invoiced, orange when nothing has been invoiced yet, blue when it is partially invoiced, and red when it is over-invoiced.
Creating an invoice directly from one or more transfers¶
A completed transfer whose Invoice Status is Not invoiced or
To Invoice shows an Invoicing header button (labeled Számlázás in the
current UI). The same action is also available as a bulk action from the transfers list, so several
transfers can be selected and invoiced together in one click.
When triggered — on one picking or on a multi-selection — the action:
requires every selected transfer to belong to the same partner, be in the Done state, and share the same currency; otherwise it stops with a clear error;
decides the target document type from the transfer’s operation type: outgoing transfers create a customer invoice, any other direction (receipts, internal transfers used as vendor movements) creates a vendor bill;
resolves a fulfillment date per transfer — for a delivery it prefers Odoo’s actual completion date and falls back to the transfer’s own delivery date; for a receipt it prefers the recorded delivery date (which may be earlier than the date the receipt was validated in Odoo) and falls back to the completion date;
if the selected transfers do not all share the same fulfillment date, the partner must have the Aggregate Invoice Agreement box checked (a Hungarian-localization setting on the customer), otherwise the action is refused — a single invoice may not silently combine several fulfillment dates without that agreement in place;
still refuses to combine transfers whose fulfillment dates fall in different calendar months, even with an aggregate agreement; and
creates a new draft invoice/bill for the resolved partner, date and currency, and immediately fills it with one line per unbilled stock move on the selected transfers (see below), then opens the new document.
Adding delivery-note lines to an existing invoice¶
Invoices do not have to originate from a transfer. Any draft invoice or vendor bill that already has a Customer/Vendor set shows an Add Products from Delivery Notes button above the invoice lines. It opens a Selection of Delivery Notes wizard prefiltered to that partner’s Done transfers that are not yet fully invoiced (excluding internal transfers).
After picking one or more transfers and clicking Loading Items, the wizard adds one invoice line per remaining-to-invoice stock move, carrying over the product, the unbilled quantity, the move’s unit price (or the linked sales order line’s price when the move has none), the fulfillment date of that specific line, and a link back to the sale order line and/or purchase order line where applicable. The sign of the quantity is adjusted automatically so the same wizard also works when loading return/refund moves onto a credit note. Unless the invoice is an aggregate invoice or a corrective/reversal document (which must keep the original invoice’s date), the header Invoice/Bill Date and Delivery Date are updated to the latest line date, and the contributing sale orders are appended to the invoice’s Origin.
Picking–invoice traceability¶
Every invoice line created from a transfer — whether through the Invoicing button above, the Add Products from Delivery Notes wizard, or Odoo’s own sale/purchase order invoicing — keeps a link to the exact stock move(s) it was invoiced from. This is exposed in several places:
invoice lines get a read-only Delivery Note column listing the name(s) of the picking(s) behind the line (with the partner’s own document reference in brackets when one was recorded on the receipt), and an unlabeled icon column showing a green truck when the line’s invoiced quantity matches what was actually delivered/received, or a red truck otherwise;
the stock move form gets an Invoice Lines group listing the invoice line(s) it has been billed on (visible to the Invoicing group);
the transfer form gets an Invoices smart button, and the invoice/bill form gets a matching Pickings smart button — both open the linked record(s) directly, as a form when there is only one, or as a filtered list when there are several;
once a stock move is done and has an invoice line linked to it, its quantity can no longer be edited — Odoo refuses the change with an error, so an already-invoiced movement cannot silently drift out of sync with the invoice.
On the sale side, Odoo’s standard Create Invoice flow is extended so that, for each sale order line, only the done, non-scrapped, customer-facing stock moves that still have an unbilled quantity (or, for a refund, only the moves flagged To Refund) are linked to the new invoice line — so this traceability is populated automatically even when invoicing straight from the sales order rather than from a transfer.
Purchase order invoicing¶
The same traceability applies on the purchase side: creating a vendor bill from a purchase order links each bill line to the receiving stock move(s) that cover its quantity, respecting the product’s invoicing policy — Ordered quantities uses the ordered-minus-invoiced quantity, Received quantities uses the received-minus-invoiced quantity — and walking the moves from most to least recent.
A vendor bill can also be created before the goods are received when the product is invoiced on ordered quantities. In that case, once the corresponding receipt is later validated, the newly done stock move is retroactively linked to the vendor bill line that was already posted for that purchase order line, so the Pickings smart button and the delivery-note traceability stay correct even when invoicing happens ahead of the physical receipt.
Excluding a transfer from invoicing¶
A transfer that will never be billed — a sample shipment, an internal correction, and so on — can be flagged No need to invoice on its Other Info tab, with a mandatory Reason text. This sets its Invoice Status to No need to invoice and removes it from the To be Invoice filter and from the Invoicing button’s scope.
Important
Only users in the Invoicing/Accounting Manager group (account.group_account_manager) are
allowed to set or clear this flag; anyone else attempting to edit it gets a permission error.
Configuration¶
The feature requires no dedicated settings screen — it activates automatically once the three modules
described below are installed on top of sale_stock and/or purchase. It does rely on a couple
of fields owned by other eYssen modules:
the customer’s Aggregate Invoice Agreement checkbox (Hungarian localization,
eyssen_l10n_hu) must be enabled on before that customer’s transfers with different fulfillment dates can be combined onto one invoice;the receipt’s own partner document reference (
eyssen_stock_deliveryslip), when filled in, is appended to the Delivery Note label shown on invoice lines.
Note
Only the Invoicing/Accounting Manager group can toggle No need to invoice on a transfer; no separate access right needs to be granted for the rest of the feature beyond the normal Inventory and Invoicing access groups.
Usage¶
Validate a delivery or a receipt as usual so it reaches the Done state.
From the transfer’s list view or form, check its Invoice Status. If it is Not invoiced or To Invoice, click Invoicing (on the form) or select several same-partner transfers and run the bulk action from the list.
Review the draft invoice/bill Odoo opens: it is already filled with one line per unbilled stock move, complete with product, quantity, price and delivery-note reference. Adjust and post it as any other invoice.
To add more transfers to an invoice that already exists (for example a partially loaded draft, or an invoice created manually), open it, click Add Products from Delivery Notes, select the additional transfers in the wizard and click Loading Items.
From either side of the link, use the smart buttons to navigate: Invoices on a transfer to see what it was billed on, or Pickings on an invoice/bill to see which transfers it covers.
If a transfer should never be invoiced, open it, go to Other Info, tick No need to invoice and fill in the Reason.
Scope and modules¶
The feature is delivered by three modules:
eyssen_stock_picking_invoice— the Invoicing button and bulk action on transfers, the transfer Invoice Status/No need to invoice fields, the Add Products from Delivery Notes wizard, and the Delivery Note / fully-delivered columns on invoice lines.eyssen_stock_picking_invoice_link— the underlying many-to-many link between stock moves and invoice lines, the Invoices/Pickings smart buttons, the protection against editing an already-invoiced move, the automatic linking when invoicing from a sale order, and correct re-linking when a credit note is created (fork of the OCAstock_picking_invoice_linkmodule).eyssen_purchase_stock_picking_invoice_link— extends the same link to purchase orders and vendor bills, including the retroactive link for goods invoiced before receipt (fork of the OCApurchase_stock_picking_invoice_linkmodule).