invoice_bill_revisions_odoo

Invoice/Bill Revisions and Version Control

Advanced Invoice/Bill/Refunds Revision Workflow

Invoice/Bill | Accounting Revision Flow Odoo App

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 methodMajor or Minorfor 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 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:

  • 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
  • Revision Method on Journal Level
    • A new field Revision Method is added on the Journal form view under the Advanced Settings tab.
    • Users can choose a default revision method: Major or Minor.
    • The selected method is automatically applied to all invoices and bills created using that journal.
  • Per Document Revision Method Override
    • Although the revision method is inherited from the journal, users can manually change it on each individual invoice or bill to either Major or Minor as needed.
  • Create Revision Button
    • A Create Revision button is available on both Invoice and Bill form views.
    • Clicking this button creates a duplicate of the current document with an auto generated Revision number.
    • The revision sequence is based on the selected method:
      • Major Revision: Generates revisions like 1.0, 2.0, 3.0, etc.
      • Minor Revision: Generates revisions like 1.0, 1.1, 1.2, etc.
  • Revision Field on Invoice/Bill
    • A dedicated Revision field displays the current revision number for each invoice or bill.
  • Smart Buttons: Previous and Next Revision
    • Added Previous Revision and Next Revision smart buttons on the Invoice and Bill form views.
    • These buttons allow users to quickly navigate between revisions of the same document.
    • Each button displays the corresponding revision number for easy identification.
  • Revision Tab on Invoice/Bill
    • A new Revision tab is added on the Invoice and Bill form views.
    • This tab includes:
      • The selected Revision Method (editable).
      • Information on the Previous and Next revisions of the document.
  • Additional Information::
    Kindly refer to the screenshots and video provided for further information and a visual demonstration of the features.

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