When using the eCommerce module in Odoo, by default the sales order is confirmed after a customer completes the payment, but it does not automatically generate an invoice. If you are looking to streamline this process by creating and sending an invoice right after payment confirmation, there is a setting you need to enable. Here is how to set up automatic invoicing in Odoo:
- Navigate to Website > Configuration > Settings > Invoicing.
- Activate the “Automatic Invoice” option.
- Select the invoice template that will be sent to the customer.
Save your changes, and your setup is completed. From now on, when a customer completes an order on your website and their payment is verified, Odoo will automatically generate and send an invoice via email.
Important Notes:
- This feature is available only when your Invoicing Policy is set to “Invoice what is ordered.”
- The product-level invoicing policy will be overridden for products purchased from the eShop when this feature is enabled. For example, if a product’s policy is set to “Delivered Quantities,” it will still be invoiced upon payment confirmation.
- Make sure to test the invoicing process manually to confirm that everything is functioning as expected.