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Recurrent invoice ref propagation

account_move_auto_post_ref folder_open OCA/account-invoicing open_in_new
Accounting/Accounting License: LGPL-3

This module extends the functionality of recurring invoices to support propagating the customer ref when the next draft invoice is auto-generated.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

When Odoo automatically creates the next draft invoice from a recurring invoice, the customer reference is now carried over to the new draft.

This module changes how recurring invoices behave in Odoo's Accounting app. When a recurring invoice generates the next draft invoice, the customer reference (the free-text reference field shown on the invoice, often used for a purchase order number or a customer's own reference) is now copied into the new draft.

  • It only applies when the original invoice actually has a customer reference filled in; if the field is empty, nothing is added.
  • The copy happens as part of the standard recurring-entry generation, so no extra button or manual step is needed.
  • It works on invoices (account.move), the same record used for customer invoices, vendor bills and journal entries.

There are no new menus, screens, reports, scheduled jobs or emails. The change is limited to the data copied when the next recurring draft invoice is created, so users simply see the reference already filled in on the new draft instead of having to retype it.

Depends on

account
Models and fields (1)
  • account.move · extends an existing model

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 18.0

Confirmed on 2026-11-03 in branch 18.0 of OCA/account-invoicing.

terminal Installation and usage

OCA documentation · Odoo 18.0

Usage

Source · Odoo 18.0

To use this module, you need to:

  • Go to Accounting > New Invoice.
  • Set the customer.
  • Set the product.
  • Navigate to Other info tab.
  • Configure recurrence with Auto-post.
  • Set a Customer reference.
  • Press Confirm.
  • A new draft invoice for the next iteration should have been auto-generated.
  • Find that new draft invoice and open it.
  • The Customer reference is the same as it was in the original invoice.

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.