Sale Automatic Workflow Payment
This modules allows to define an automatic workflow to a Sale Order when a payment transaction is created for it (to manage automatic invoice creation or ...).
Then, when the transaction is done, let the Odoo standard process flow to create corresponding payments and reconciliation. The cron job is located as usual in Settings > Technical Settings > Automation > Scheduled Actions > 'Post process payment transactions' and is active by default.
auto_awesome What this module does
AI-generated from the code · Odoo 13.0Lets you attach an automatic sales workflow to a payment provider, so that when a payment transaction is created for a sale order, that order automatically receives the provider's workflow.
This module connects payment providers with the automatic sales workflows used in Odoo. On each payment provider (acquirer) record you can now choose an "Automatic Workflow" from the sales workflow processes.
- The chosen workflow is visible and editable on the payment provider form, in a new "Automatic workflow" group.
- You can also see and filter by this workflow in the payment provider list and search views.
When a payment transaction is created for a sale order, the module checks the payment provider used by that transaction. If that provider has an automatic workflow set, the workflow is copied onto the related sale orders automatically. This means the sale order starts following the rules of that workflow (for example automatic confirmation, invoicing or other steps defined in the workflow process) without anyone having to select it manually.
It touches the payment provider (payment.acquirer) and payment transaction (payment.transaction) models, and writes to the sale order's workflow field. No new menus or reports are added; the change appears inside the existing payment provider screens and in the behaviour of sale orders created through payment transactions.
Depends on
Models and fields (2)
- payment.acquirer · extends an existing modelworkflow_process_id (Automatic Workflow)
- payment.transaction · extends an existing model
Text generated by AI (DeepSeek) from reading the Odoo 13.0 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 13.0
Confirmed on 2026-11-03 in branch 13.0 of OCA/sale-workflow.
terminal Installation and usage
OCA documentation · Odoo 13.0Usage
Source · Odoo 13.0- Go to Invoicing > Configuration > Payments > Payment Acquirers.
- Assign the Automatic Workflow to the acquirer.
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.