This module allows you to configure the invoicing policy of a partner:
- Ticket: Only for individuals. 1 invoice for each delivery order.
- Invoice: Only for companies. The VAT is required. 1 invoice for each delivery order. Requires the customer PO # on the SO/Invoice.
- Electronic Guide: Only for companies. 1 invoice at the end of the month for all the delivery orders of that month.
auto_awesome What this module does
AI-generated from the code · Odoo 12.0Adds an Invoicing Policy field on customer and vendor records, letting users choose between Ticket, Invoice or Electronic Guide. The choice is validated against the partner type (individual or company).
This module adds a new field called Invoicing Policy to the partner form, visible in the Sales section of the contact/customer screen. Users can pick one of three values:
- Ticket: meant for individuals (and their child contacts).
- Invoice: meant for companies (and their child contacts).
- Electronic Guide: also meant for companies.
The field is mandatory and is filled automatically when the partner type changes: companies default to Invoice, individuals default to Ticket. This default is taken from the top-level parent contact, so child contacts follow the main company or person.
The module also enforces business rules. If a company (or a contact belonging to a company) is set to Ticket, Odoo blocks the save with an error saying that Ticket only applies to individuals. Conversely, if an individual (or a contact under an individual) is set to Invoice or Electronic Guide, Odoo blocks it with a message saying that policy only applies to companies.
The module only touches the partner model (res.partner) and the standard partner form view. It does not create menus, reports or scheduled jobs, and it does not itself generate invoices; it only stores and validates the policy chosen on each partner.
Depends on
Required by other modules
Models and fields (1)
- res.partner · extends an existing modelinvoicing_policy (Invoicing Policy)
Text generated by AI (DeepSeek) from reading the Odoo 12.0 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: 1 confirmed, 8 with no information of 9 versions.
Sources · Odoo 12.0
Confirmed on 2026-11-03 in branch 12.0 of OCA/l10n-chile.
terminal Installation and usage
OCA documentation · Odoo 12.0Usage
Source · Odoo 12.0- Go to Contacts (or Accounting > Customers > Customers or Accounting > Vendors > Vendors)
- Create or select a partner
- Go to the Accounting tab to set its invoicing policy
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.