OdooWiki OCA HUB

Invoice Transmit Method

account_invoice_transmit_method folder_open OCA/account-invoicing open_in_new
Accounting/Accounting License: AGPL-3

This module allows to configure an Invoice Transmit Method on each partner. This module provides by default 3 transmission methods:

  • E-mail
  • Post
  • Customer Portal

You can manually create additionnal transmission methods or other modules can create additionnal transmission methods (for example, the module l10n_fr_chorus_account creates a specific transmission method Chorus Pro, which is the e-invoicing plateform of the French administration).

When we select “Post” or “Customer Portal,” the button to send disappears. To reactivate the send button, you will need to change the transmission method to “E-Mail,”.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Lets you set how each customer receives invoices and how each vendor sends bills (E-mail, Post, Customer Portal, or your own methods). The Send button on invoices only appears when the method is E-mail or empty.

This module adds a way to record, per contact, how invoices should be sent or received.

  • On a customer record you can pick a "Customer Invoice Transmission Method"; on a vendor record you can pick a "Vendor Invoice Reception Method". Both are company-specific, so the same contact can have different methods in different companies.
  • Three methods come ready to use: E-Mail, Post and Customer Portal. You can create more, and each method can be limited to customers, to vendors, or both.
  • When you create a customer invoice or credit note, the transmission method is filled in automatically from the customer. For vendor bills and refunds it is taken from the vendor. You can still change it on the invoice.
  • On customer invoices the method appears near the journal; on vendor bills it appears in a later tab.
  • The "Send and Print" button is hidden unless the invoice's method is E-Mail or empty. So choosing Post or Customer Portal removes the send button; switching back to E-Mail brings it back.
  • If a child contact is set to receive invoices by E-Mail, its email address becomes mandatory.
  • A new "Transmit Methods" screen under Accounting configuration lets you manage the list, order it, archive entries, and search by name or code. Codes must be unique.

It touches account.move, res.partner and the new transmit.method model.

Menus it adds

transmit_method_menu
Models and fields (3)
  • res.partner · extends an existing modelcustomer_invoice_transmit_method_id (Customer Invoice Transmission Method), supplier_invoice_transmit_method_id (Vendor Invoice Reception Method), customer_invoice_transmit_method_code (Customer Invoice Transmission Method Code), supplier_invoice_transmit_method_code (Vendor Invoice Reception Method Code)
  • account.move · extends an existing modeltransmit_method_id (Transmission Method), transmit_method_code (Transmission Method Code)
  • transmit.method · new modelcode, name, active, sequence, customer_ok (Selectable on Customers), supplier_ok (Selectable on Vendors)

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

Confirmation status: 8 confirmed, 1 with no information of 9 versions.

Sources · Odoo 17.0

Confirmed on 2026-11-03 in branch 17.0 of OCA/account-invoicing.

terminal Installation and usage

OCA documentation · Odoo 19.0

If you need to add Transmit Methods, go to the menu Invoicing / Accounting \> Configuration \> Management \> Transmit Methods.

On the form view of a Partner, in the Sales & Purchase tab, there are 2 fields:

  • Customer Invoice Transmission Method
  • Vendor Invoice Reception Method

When you create an invoice, this value is automatically copied on the invoice (and can be modified).

No verified information in OCA: Installation.

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.