Invoice/Bill Revisions and Version Control for Odoo

Advanced Invoice/Bill/Refunds Revision Workflow

Invoice/Bill Revisions and Version Control: what to validate before go-live

Advanced Invoice/Bill/Refunds Revision Workflow

InvoiceBill Accounting Revision Flow Odoo App

Invoice/Bill | Accounting Revision Flow Odoo App

This module introduces a Revision Method

This module introduces a Revision Method feature for customer invoices and vendor bills, configured through the Journal form view under the Advanced Settings tab.

A boolean field allows users to enable and specify the default revision method Major or Minor for each journal.

Once set, this method automatically applies to invoices or bills created under the respective journal, although it can be individually adjusted per document if needed.

A Create Revision button is available

A Create Revision button is available on the invoice and bill form views.

When triggered, it generates a duplicate of the document while updating the Revision field with a sequential number according to the selected revision method:

Example Using the Minor Revision Method

Example Using the Minor Revision Method For Customer Invoices

Major Revision Minor Revision Revision Method

Major Revision Minor Revision Revision Method on Journal Level Revision Method Journal Advanced Settings Major Minor Per Document Revision Method Override Create Revision Button Create Revision Invoice Bill Revision 1.0

2.0 3.0 1.1 1.2 Revision Field on Invoice/Bill Smart Buttons: Previous and Next Revision Previous Revision Next Revision Revision Tab on Invoice/Bill

Additional details

Major Revision : Generates revisions as 1.0, 2.0, 3.0, etc.

Minor Revision : Generates revisions as 1.0, 1.1, 1.2, 1.3, etc.

Main Features for Invoice and Bill Revisions

Conclusion

Invoice/Bill Revisions and Version Control is built for teams that want Odoo workflows they can validate on probuseappdemo.com before production rollout.

Start with one realistic scenario, then expand training once stakeholders see the same data in backend and on mobile or portal where applicable.

Explore Invoice/Bill Revisions and Version

Before go-live, test Invoice/Bill Revisions and Version Control with one realistic document flow on probuseappdemo.com so sales, operations, and finance see the same data.
Sananaz Mansuri • Techno-Functional Consultant at Probuse

Invoice/Bill Revisions and Version Control is designed so day-to-day work and management reporting stay on one Odoo database instead of scattered spreadsheets.
Mustufa Rangwala • Chief Executive Officer at Probuse