Sales order invoicing grouping criteria

sale_order_invoicing_grouping_criteria folder_open OCA/account-invoicing open_in_new

Sales Management License: AGPL-3

This module allows to use custom criteria for grouping sales orders to be invoiced.

Default criteria for grouping (invoicing partner, company and used currency) will be always applied, as if not respected, there will be business inconsistencies, but you can add more fields to split the invoicing according them.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Lets you define extra grouping criteria so sales orders are combined into invoices based on fields you choose, on top of the standard invoicing address, company and currency.

When you invoice several sales orders at once, Odoo normally groups them by invoicing address, company and currency. This module lets you add your own grouping fields so orders are split into more invoices when those fields differ.

You create named grouping criteria under Invoicing Grouping Criteria (found in the Accounting menu area). Each criterion lists the sales order fields used for grouping, for example a customer reference or a delivery date.

You then choose where a criterion applies: - On a customer, in the Sale Invoicing Grouping Criteria section of the contact form. This setting is propagated to child contacts. - As a company-wide default, set in the Invoicing settings under Sales Order Invoicing.

When you create invoices from sales orders, the module checks the customer's criterion first, then the company default. If none is set, only the standard grouping applies. Orders that share the same values for the chosen fields are invoiced together; orders that differ are invoiced separately.

It touches sale.order, res.partner, res.company and res.config.settings. Only invoicing users can view the criteria; accounting managers can create, edit and delete them.

Depends on

sale_management

Menus it adds

Invoicing Grouping Criteria

Models and fields (5)

sale.order · extends an existing model
res.company · extends an existing modeldefault_sale_invoicing_grouping_criteria_id (Default Sales Invoicing Grouping Criteria)
res.partner · extends an existing modelsale_invoicing_grouping_criteria_id (Sales Invoicing Grouping Criteria)
res.config.settings · extends an existing modelres_default_sale_invoicing_grouping_criteria_id
sale.invoicing.grouping.criteria · new modelname, field_ids (Grouping Fields)

Text generated by AI (DeepSeek) from reading the Odoo 19.0 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: 8 confirmed, 1 with no information of 9 versions.

Sources · Odoo 14.0

Confirmed on 2026-11-03 in branch 14.0 of OCA/account-invoicing.

terminal Installation and usage

OCA documentation · Odoo 19.0

Configuration

Source · Odoo 19.0

For creating new grouping criteria:

Go to Invoicing \> Configuration \> Management \> Invoicing Grouping Criteria.
Create or modify existing criteria, selecting fields belonging to "Sales Order" header model for grouping according them.
Invoicing address and currency will always be applied with the selected ones.

For setting a different grouping criteria for a specific customer:

Go to Invoicing \> Customer \> Customers.
Open the desired customer.
Go to Invoicing page.
Set on "Sales Invoicing Grouping Criteria" the desired grouping criteria.

For setting a different default grouping criteria than the standard for the whole company:

Go to Invoicing \> Configuration\> Settings.
Locate inside "Sales Order Invoicing" section, the field "Default Grouping Criteria".
Introduce there the grouping criteria to be applied by default. If empty, the general default of invoicing address + currency + company will be applied.

Usage

Source · Odoo 19.0

Go to Sales \> To Invoice \> Orders to Invoice.
Select sales orders whose invoicing you want to do.
Click on Create Invoices.
Click on "Create and View Invoices" button.
On that moment, the grouping criteria will be applied, and you will see different invoices if the criteria doesn't match for them.

No verified information in OCA: Installation.

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.