By standard feature, user can gradually create partial invoices, one by one and in step create invoice the standard call invoice. This module add ability to create invoices based on the predefined invoice plan, either all at once, or one by one.
auto_awesome What this module does
AI-generated from the code · Odoo 18.0Plan supplier bills in advance on a purchase order: split the order into installments with dates and percentages, then create the bills one by one or all at once.
This module lets you prepare the future billing schedule of a purchase order instead of invoicing it step by step without a plan.
On the purchase order form you get a new "Invoice Plan" tab and a "Use Invoice Plan" checkbox. From there a wizard asks for the number of installments, the first installment date and the interval (days, months or years), and automatically builds the plan lines with a date and a percentage each. The last installment takes the remaining percentage so the total reaches 100%.
Each plan line shows its installment number, planned date, percentage, computed amount, whether it is the next one to bill and whether its bill was already created. The order also shows the total planned percentage and amount. The plan cannot exceed 100% in total, all lines must have a percentage before the order is confirmed, and you cannot confirm an order that uses a plan but has no plan lines. Lines already billed cannot be edited or deleted.
A "Create Bill by Plan" button on the order opens a wizard where you can create the next bill or all remaining bills; bills are created in draft with the planned date. When a bill is created, the quantities on its lines are adjusted to the planned percentage, and an error is raised if that exceeds the delivered quantity.
A menu under Purchase shows all plan lines for reporting, with filters and grouping by supplier, order, installment and status.
Depends on
Required by other modules
Menus it adds
Models and fields (4)
- purchase.order · extends an existing modelip_invoice_plan (Invoice Plan In Process), ip_total_amount (Total Amount), invoice_plan_ids (Invoice Plan), ip_total_percent (Percent), use_invoice_plan
- purchase.invoice.plan · new modellast (Last Installment), state (Status), amount, no_edit, percent, invoiced (Invoice Created), plan_date, partner_id (Supplier), to_invoice (Next Invoice), installment, invoice_ids (Invoices), purchase_id (Purchases Order), invoice_type (Type), amount_invoiced
- purchase.create.invoice.plan · new modelinterval, interval_type, num_installment (Number of Installment), installment_date
- purchase.make.planned.invoice · new 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: 2026-11-03Confirmation status: 7 confirmed, 2 with no information of 9 versions.
Sources · Odoo 17.0
Confirmed on 2026-11-03 in branch 17.0 of OCA/purchase-workflow.
terminal Installation and usage
OCA documentation · Odoo 18.0Usage
Source · Odoo 18.0- Create new purchase quotation as per normal process
- Select option "Use Invoice Plan", a new Invoice Plan tab will appear
- Click on "=\> Create Invoice Plan" link to open invoice planning wizard
- Do plan for number of installment, start date and interval
- Double check that each installment has correct plan percentage
- After confirm purchases order, we have new option to "Create Bill by Plan"
- User can create only next bill or create all bills at the same time
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.