Account Invoice Transmit Method Substitution Rule
Sometimes a transmission method defined by default for the partner is not applicable. For example, when the transmission method is e-mail and the partner's e-mail is not set. This addon allows you to define substitution rules when an invoice matches certain criteria.
This module can also be used when it is not easy to define the partner's preference for the transmission method or the partner's preference is not legally permitted. For example, in some countries, invoices with payment direct debit method must be sent to the customer by post.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Lets accountants define rules that automatically change the invoice transmission method when an invoice matches conditions, such as a missing customer email.
This module adds a new configuration screen called Transmit Method Substitution Rules, found under the Accounting menu. There, accounting managers can create rules that decide which transmission method should be used instead of the default one.
Each rule has a name, a target transmission method, an optional company, and a filter (domain) built on invoice fields. For example, a rule can say: if the customer has no email address, use Post instead of Email.
When an invoice is created, Odoo automatically checks the active rules for the invoice's company. If exactly one rule matches, the invoice's transmission method is replaced by the method defined in that rule. If several matching rules point to different methods, no change is made, avoiding conflicts.
Rules can be archived, and they are company-specific: a rule can belong to one company or be shared across all companies. Regular users can only view the rules; accounting managers can create, edit, and delete them.
The module works together with the invoice transmission method feature and affects the account.move model (invoices).
Depends on
Models and fields (2)
- account.move · extends an existing model
- transmit.method.substitution.rule · new modelname, active, domain, company_id (Company), transmit_method_id (Transmit Method)
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: 2026-11-03Confirmation status: 2 confirmed, 7 with no information of 9 versions.
Sources · Odoo 18.0
Confirmed on 2026-11-03 in branch 18.0 of OCA/account-invoicing.
terminal Installation and usage
OCA documentation · Odoo 18.0Usage
Source · Odoo 18.0To use this module, you need to:
- Go to Accounting \> Configuration \> Management \> Transmit Method Substitution Rules
- Create a transmit substitution rule
- Add a domain to indicate when the substitution must happen
- Add a transmit method that will be set if an invoice match the domain at creation
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.