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Bill control policies

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The bill control policy in Odoo Purchase decides when a vendor bill can be created for a purchase order, either as soon as it is confirmed or only once goods arrive. Getting this right keeps billing accurate and aligned with what has actually been received.

Configure the default policy

  1. Go to Purchase > Configuration > Settings.
  2. In the Invoicing section, choose Ordered quantities (a bill can be created as soon as the purchase order is confirmed) or Received quantities (a bill can only be created once some or all of the order has been received).
  3. Click Save.

Override the policy on one product

Go to Purchase > Products > Products, open a product, and under the Purchase tab set its own Control Policy in the Vendor Bills section.

Enable 3-way matching

In Purchase > Configuration > Settings, under Invoicing, tick 3-way matching and click Save. This compares the purchase order, the vendor bill and the receipt, and only works with the Received quantities policy.

Create and check a vendor bill

  1. Open a confirmed purchase order and click Create Bill.
  2. Confirm the bill, then click Register Payment once it has been paid.

The purchase order’s Other Information tab shows the billing progress for that order, useful for checking whether a bill is still outstanding.

Tips

  • Use Received quantities with 3-way matching for tighter control over what is paid for and when.
  • Override the policy on individual products only when they genuinely need different treatment from the company default.

Frequently asked questions

Which policy should I use if I want to pay only for goods received?

Received quantities, ideally combined with 3-way matching, ensures a bill can only be confirmed once products have arrived.

Can different products use different policies?

Yes, override the default on an individual product’s Purchase tab under Control Policy.

Does 3-way matching work with Ordered quantities?

No, 3-way matching is only intended to work with the Received quantities policy.

Need help?

Need help configuring bill control in Odoo Purchase? Contact support@thoughtlogik.com or see our Odoo optimisation services.

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