This module links the tags assigned to sale_orders with its respective invoices. These tags are also linked to the return if it is made.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Copies the CRM tags from a sales order onto its customer invoices and credit notes, so you can see and group invoices by the same tags used in CRM.
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.
Depends on
Models and fields (5)
- sale.order · extends an existing model
- account.move · extends an existing modelcrm_tag_ids (Invoice CRM tags)
- sale.order.line · extends an existing model
- account.move.line · extends an existing modelcrm_tag_ids (Invoice CRM tags)
- account.invoice.report · extends an existing modelcrm_tag_ids (Invoice CRM Tags)
Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 5 confirmed, 4 with no information of 9 versions.
Sources · Odoo 19.0
Confirmed on 2026-11-03 in branch 19.0 of OCA/account-invoicing.
terminal Installation and usage
OCA documentation · Odoo 19.0Usage
Source · Odoo 19.0- Configure a sale_order
- Go to Other info -\> Tags and add your desired tags to the sale order.
- When you create an invoice of the sale order, its assigned tags will be linked to the created invoice
No verified information in OCA: Installation, Configuration.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.