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VAT in leads

crm_lead_vat folder_open OCA/crm open_in_new
Customer Relationship Management License: AGPL-3

This module was written to extend the functionality of CRM leads to support setting the VAT identification number ().

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Adds a TIN/VAT field to CRM leads and opportunities, and keeps it in sync with the linked customer's VAT number.

This module adds a Tax Identification Number (TIN/VAT) field directly on CRM leads and opportunities, right next to the customer field on the lead form.

  • The VAT shown on the lead is automatically filled from the linked customer (or its commercial parent company) when one is set.
  • If you type or change the VAT on the lead, Odoo shows a small warning icon meaning that saving will also update the VAT on the customer record.
  • When a lead is converted into a customer, the VAT entered on the lead is carried over to the new customer record.
  • When a customer is linked to a lead, its existing VAT is copied back onto the lead.

The module works on the crm.lead model and only touches the CRM lead form view. No new menus, reports or scheduled actions are added. The VAT field is stored, so it remains available for filtering and reporting like other lead fields.

Depends on

crm
Models and fields (1)
  • crm.lead · extends an existing modelvat (TIN), partner_vat_update (Partner VAT will Update)

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.

terminal Installation and usage

OCA documentation · Odoo 19.0

Usage

Source · Odoo 19.0

To use this module, you need to:

  • Go to CRM \> Leads.
  • Open a lead.
  • You will see the new field.
  • If you change vat in partner, it change in lead.
  • If you change vat in lead, a warning will show informing you that if you save, vat change in partner.

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.