Sale automatic workflow invoice default values
With this module, you can define default values when creating invoice with sale automatic workflow.
Default values can be a char value, or copied from a sale order field.
auto_awesome What this module does
AI-generated from the code · Odoo 14.0Lets you set default values for invoices created automatically by a sale workflow process, either as fixed text or copied from a field on the sale order.
When a sale workflow process automatically creates an invoice, this module lets you fill some invoice fields with values you choose in advance.
On the workflow process form (the same screen where automatic actions are configured), a new table appears when the option to create invoices is enabled. In that table you add one line per invoice field you want to fill. For each line you pick the invoice field, then choose how it is filled:
- a fixed text value that you type yourself, or
- a value copied from a field of the sale order.
The module checks your choices: a fixed text value can only be used for text-type invoice fields, and when copying from the sale order the invoice field and the sale order field must be of the same type (text fields can be mixed with each other). If the rule is not respected, Odoo shows an error and refuses to save.
After the invoice is created by the automatic workflow, the chosen values are written on it. Only non-empty values are applied. The configuration is copied when you duplicate a workflow process. Regular users can view the configuration; only sales managers can create, change or delete it.
Depends on
Models and fields (2)
- sale.workflow.process · extends an existing modelcreate_invoice_default_value_ids (Create Invoice Default values)
- automatic.workflow.invoice.default.value · new modelprocess_id, value_type, invoice_field_id, default_char_value, sale_order_field_id
Text generated by AI (DeepSeek) from reading the Odoo 14.0 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 14.0
Confirmed on 2026-11-03 in branch 14.0 of OCA/sale-workflow.
terminal Installation and usage
No verified informationInstallation 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.