This module allows you to combine several Sales Orders into a single invoice, if they meet the group criteria defined by the 'Invoice Group Method'.
The group criteria is defined in the 'Invoice Group Method' by a combination of fields of the Sales Order. 'Invoice Address', 'Currency' and 'Payment Term' are always included.
You can assign a default 'Invoice Group Method' to customers, so that it will be proposed on their orders.
When no Invoice Group Method is defined in a Sales Order, the standard approach will be used, which groups by 'Invoice Address' and 'Currency'.
Note: Existing draft invoices are not considered in the process of grouping. However, you can find the feature implemented in sale_merge_draft_invoice from sale-workflow repository.
auto_awesome What this module does
AI-generated from the code · Odoo 12.0Lets you group several sales orders into one single invoice based on rules you define, such as customer, currency, payment terms and other order fields. You can set a default grouping rule per customer so it is proposed automatically on their orders.
This module adds a new concept called Invoice Group Method, which is a rule that decides when sales orders can be invoiced together. You create these rules under Sales > Configuration > Invoice Group Method. Each rule has a name and a list of criteria fields chosen from the sales order fields; the invoice address, currency and payment term are always part of the grouping criteria.
On a customer record, in the Sales & Purchases tab, you can set a Default Invoice Group Method. When you create a sales order for that customer, the same method is proposed automatically on the order form, next to the invoice status field. You can still change it on the order.
When invoices are generated from sales orders, orders that share the same grouping key (the criteria fields plus payment term) are combined into a single invoice. If no method is set on the order, the standard grouping by invoice address and currency is used.
Only sales managers can create, edit or delete the grouping rules; salespeople can only view them. The module works together with the sales order invoicing hook and touches sale.order, res.partner and the new sale.invoice.group.method model.
Depends on
Menus it adds
Models and fields (4)
- sale.order · extends an existing modelinvoice_group_method_id (Invoice Group Method)
- res.partner · extends an existing modelinvoice_group_method_id (Default Invoice Group Method)
- ir.model.fields · extends an existing model
- sale.invoice.group.method · new modelname (Invoice Group), criteria_fields_ids (Criteria fields)
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/sale-workflow.
terminal Installation and usage
OCA documentation · Odoo 12.0Installation
Source · Odoo 12.0You need to install sale_management module for accessing the needed menus.
Configuration
Source · Odoo 12.0- Go to 'Sales / Configuration / Invoice Group Method'
- Create an Invoice Group Method and choose the fields of the Sales Order that should be equal in that particular grouping method, for their orders to be merged into the same invoice. For example, create the Invoice Group Method 'By Customer' and select the field 'Customer').
Usage
Source · Odoo 12.0Update customers
- Go to 'Sales / Sales / Customers'
- Choose a customer and go to 'Sales & Purchases' page.
- Update the 'Default Invoice Group Method'
Create a Quote / Sale Order
- Go to 'Sales / Sales / Quotations'.
- Create a new Quote and inside the 'Other Information' page select an option from the field 'Invoice Group Method'. If the customer had a default, it will have been provided already.
- Complete the Quote as usual.
Create Invoices
- Go to 'Sales / Sales / Sales Orders'.
- Select all the sales orders with status 'To invoice'.
- Go to 'Action' and click 'Invoice Order'. As a result, draft invoices will be created for the selected Sales Orders, consolidating them according to the Invoice Group Method defined.
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.