OdooWiki OCA HUB

Mail Template Substitute Account Move

mail_template_substitute_account_move folder_open OCA/account-financial-tools open_in_new
Accounting License: AGPL-3

This module extends the functionality of mail_template_substitute to support the substitution for account.move.

auto_awesome What this module does

AI-generated from the code · Odoo 17.0

When you send an invoice or credit note by email, this module automatically swaps the standard email template for the substitute template configured for that document type.

This module works together with the Mail Template Substitute feature and the Accounting app. It changes what happens when a user clicks the send-and-print action on an invoice, bill, credit note or other accounting entry (account.move).

  • Before the email composer opens, the module looks up whether a substitute email template has been configured for the relevant composition mode and the currently selected mail template.
  • If a substitute template is found, it is used as the default template in the email composer instead of the original one.
  • If no substitute is configured, nothing changes and the normal template is used.

The substitution is applied automatically, so users do not have to pick the correct template manually each time. The module does not add new menus, screens, fields or reports of its own; it only extends the existing send-and-print flow in the Accounting app. It also does not change any amounts, taxes or accounting entries — it only affects which email template is proposed when sending an accounting document.

Depends on

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

Text generated by AI (DeepSeek) from reading the Odoo 17.0 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: 1 confirmed, 8 with no information of 9 versions.

Sources · Odoo 17.0

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

terminal Installation and usage

OCA documentation · Odoo 17.0

To use this module, you need to:

  • Go to 'Email' / 'Templates'
  • Select the desired template you want to substitute
  • In the substitutions page add a new line
  • Select the substitution template
  • Set a domain to specify when this substitution should happen

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.