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Invoice based on delivered or ordered quantities

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The Odoo Sales invoicing policy decides whether a customer is billed based on what was ordered or what was actually delivered. Choosing the right policy affects cash flow and how accurately invoices match what customers received.

The two invoicing policies

  • Invoice what is ordered: the default. Customers are billed once the sales order is confirmed.
  • Invoice what is delivered: invoicing happens only after delivery, which suits businesses selling bulk goods such as liquids, food or raw materials, where delivered quantities can vary from the amount ordered.

How to set an invoicing policy

  1. Go to Sales > Configuration > Settings and choose an Invoicing Policy under the Invoicing heading.
  1. This setting applies to newly created products. To change the policy on an existing product, open it under Sales > Products > Products, and update the Invoicing Policy field in the General Information tab.

Choosing Invoice what is delivered makes the Automatic Invoice option, which generates invoices automatically on online payments, unavailable.

Which policy to choose

Invoice what is ordered supports faster billing and better cash flow, but can cause dissatisfaction if goods are not fully delivered. Invoice what is delivered ensures customers pay only for what they received, but can delay payment and requires inventory to be validated first. Down payments can be used alongside either policy to bill a percentage or fixed amount before delivery.

Frequently asked questions

What is the default invoicing policy in Odoo Sales?

Invoice what is ordered. Customers are billed once the sales order is confirmed, regardless of delivery.

Can different products use different invoicing policies?

Yes. Each product’s invoicing policy is set individually on its product form.

What happens if I choose Invoice what is delivered?

Invoices are generated only once quantities are delivered, and the Automatic Invoice option for online payments becomes unavailable.

Need help?

Need help choosing an invoicing policy in Odoo Sales? Contact support@thoughtlogik.com or see our Odoo implementation services.

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