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Account Invoice Report Salesperson Info

account_invoice_report_salesperson folder_open OCA/account-invoice-reporting open_in_new
Account License: LGPL-3

This module displays salesperson info (name, phone OR mobile) in:

  • Invoices report.
  • Invoices without Payment report.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Adds the salesperson's name and phone or mobile number to the printed invoice report, so customers can see who is handling their invoice.

This module changes the standard invoice PDF so that it shows who the salesperson is for that invoice.

  • On the invoice report, a new "Salesperson" block appears inside the invoice information area, next to the other invoice details.
  • It shows the salesperson's name and, when available, a phone icon followed by the phone number or the mobile number.
  • If the invoice has no salesperson assigned, the block is simply not printed, so nothing empty appears on the document.

The change is applied by inheriting the standard invoice document template (account.report_invoice_document), so it affects the normal invoice PDF generated from the Accounting application. No new menus, buttons, models or automated rules are added: it is purely a report layout change. The information comes from the salesperson already stored on the invoice (invoice_user_id), so no extra data entry is required. Because the same standard template is used for invoices without payment, the salesperson details also appear on that report.

Depends on

account

Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 2 confirmed, 7 with no information of 9 versions.

Sources · Odoo 16.0

Confirmed on 2026-11-03 in branch 16.0 of OCA/account-invoice-reporting.

terminal Installation and usage

OCA documentation · Odoo 18.0

To print Invoice reports:

  • Go to Accounting > Customers > Invoices and pick or create one with Salesperson.
  • Print it.

No verified information in OCA: Installation, Configuration.

info

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.