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Re: Proforma invoices in Odoo
byHi Allessandro
Can you give us some details on the business case? Is this going more towards downpayments?
Proforma in Odoo ist just the Sale Order with a different title.
I assume what you need, is a function to generate an invoice
before the quotation is confirmed. Your requirements are more or
less what the account module delivers.
Cheers, Janik
Hello all,
long time listener, first time caller. I need to develop a module to handle proforma invoices, as the default Odoo implementation is not at all adequate for the needs of multiple customers. What we need looks more like what Sales Orders have, with the 3 states ("Quotation" => "Quotation Sent" => "Sales Order"), where the proforma invoice corresponds to the "Quotation Sent" state.
Requirements:
- Invoices (not SOs) can (optionally) become Proforma Invoices, before being confirmed and posted. It doesn't necessarily have to be a new "state" selection, but it seems to be the most natural fit for it.
- When an invoice becomes a proforma (which logically implies it's being sent to the customer for confirmation), it should take a sequence number from a different sequence than posted invoices. When the invoice is eventually confirmed and posted, it will then take the usual number. The number it takes when it becomes a proforma should be saved somewhere.
- Proforma invoices can go back to draft, be cancelled, or be confirmed and posted.
- The printed version should clearly state it's a proforma, but it's otherwise the same as a regular invoice.
I've searched for an OCA module resembling these requirements but couldn't find it. Is there an OCA module for this, or is someone developing it? If not, I will work on it myself and propose it in https://github.com/OCA/account-invoicing/
Thank you for your time
Have a good day
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