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Sales Invoice Plan Report

sale_invoice_plan_report folder_open OCA/sale-workflow open_in_new
Sales License: AGPL-3

This module extends the sales order/quotation PDF report to include invoice plan information when the order is configured to use invoice plans.

When a sales order has an invoice plan configured, the PDF report will automatically display:

  • Invoice plan section with detailed installment information
  • Installment names/descriptions
  • Due dates for each payment
  • Percentage of total amount for each installment
  • Calculated amounts in the order currency

The invoice plan section is only displayed when the sales order has "Use Invoice Plan" enabled and contains invoice plan lines.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Adds an Invoice Plan table to the sales order and quotation PDF, showing each installment's name, due date, percentage and amount when the order uses an invoice plan.

This module changes the printed sales order and quotation PDF only. It does not add any new screen or menu.

When a sales order has the invoice plan option enabled and actually contains invoice plan lines, the PDF now shows an extra "Invoice Plan" section just above the order totals. The section is a simple table with four columns:

  • Installment: the name or description of each planned payment.
  • Date: the planned due date of that installment.
  • Percentage: the share of the total that the installment represents.
  • Amount: the value of the installment, shown in the currency of the order's pricelist.

If the order does not use an invoice plan, or has no plan lines, the section is simply not printed, so normal quotations look unchanged.

The module relies on the invoice plan data provided by the sale_invoice_plan module and only extends the standard sales order report template. No new models, business rules, checks, emails or scheduled actions are added by this module.

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: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 1 confirmed, 8 with no information of 9 versions.

Sources · Odoo 18.0

Confirmed on 2026-11-03 in branch 18.0 of OCA/sale-workflow.

terminal Installation and usage

OCA documentation · Odoo 18.0

Installation

Source · Odoo 18.0

This module depends on sale_invoice_plan from OCA sale-workflow.

  • First, ensure that sale_invoice_plan is installed
  • Install this module (sale_invoice_plan_report)
  • No additional configuration is required - the module works automatically

Usage

Source · Odoo 18.0

This module works automatically once installed. To see the invoice plan in PDF reports:

  • Create a sales order/quotation
  • Enable "Use Invoice Plan" checkbox
  • Add invoice plan lines (installments) with:
  • Installment name/description
  • Due date
  • Percentage of total amount
  • Print the quotation or sales order PDF
  • The report will automatically include an "Invoice Plan" section showing all installment details

The invoice plan section appears between the order lines and the totals summary, and includes:

  • Installment: Description of each payment installment
  • Date: When each payment is due
  • Percentage: What percentage of total each installment represents
  • Amount: Calculated monetary value for each installment

The section is only visible when the order has invoice plans configured.

No verified information in OCA: 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.