Account Invoice CRM Tag

When you confirm a sales order that has CRM tags, those tags are automatically carried over to the invoice created from it, and also to each invoice line. The same happens for credit notes (refunds) generated from the order.

On customer invoices and credit notes, a new "Invoice CRM tags" field appears in the "Other Info" tab, next to the sales information. You can add or remove tags there, but only for customer invoices and refunds; the field is hidden for other journal entries. Tags are shown as coloured labels and you cannot create new tags from this field.

In the Invoice Analysis report, you can now filter and group results by these CRM tags, so you can analyse revenue by tag.

Access rights are added so that accounting users can read CRM tags, while accounting managers can also create, edit and delete them.

Under the hood, the module extends account.move, account.move.line, sale.order, sale.order.line and account.invoice.report. The tags are stored on the invoice and on each invoice line, and the invoice analysis report reads them from the invoice lines.