SBS Auto Delivery/Invoice: delivery, invoice and payment in one confirmation

One button on the sales order validates the delivery, creates and posts the invoice, and registers the payment - as a single amount, as a credit sale, or split across several journals - and keeps a permanent record of what was done.

A customer standing at the counter buys goods and pays there and then. In standard Odoo that still takes seven steps: open the delivery, validate it, go back to the order, create the invoice, confirm it, register the payment and confirm again. Counter staff do this dozens of times a day.

Split payments mean repeating the last two steps for every tender. With SBS Auto Delivery/Invoice you press Auto Invoice, choose how the customer is paying and press Confirm. Everything is done in one transaction, and what happened is recorded on the order.

For a sale paid in full in one journal, the wizard opens with the order total already filled in and the remaining receivable at zero, so confirming takes the order from nothing to a fully paid invoice without any further clicks. For a sale on credit, ticking Credit Sales hides the payment fields entirely: the goods still go out and the invoice is still posted, but nothing is collected, and the amount stays outstanding against the customer in the aged receivable listing.

For a split payment, tick Multiple Payment and add a line per tender. The wizard keeps a running Allocated, Unallocated, Paid and Remaining Receivable so you can see at a glance whether the allocation adds up before you commit. For example, 2,300 is settled as 1,500 to Bank and 800 to Petty Cash, and each allocation becomes its own payment record with its own reference.

It refuses to ship what it does not have. If any storable product on the order is not fully available, the wizard shows a shortage table with the required, available and shortage quantities and removes the Confirm button entirely. There is no way to half-complete the transaction and leave a partial delivery, an unposted invoice or an orphaned payment behind.

Every run writes a history entry on the sales order: the invoice it produced, who processed it and when, which payment mode was used, and the amounts allocated, paid and left outstanding, with one line per individual payment. The Auto Invoice button and wizard are restricted to the SBS Auto Delivery/Invoice access group, so the shortcut to posting invoices and registering payments is given deliberately rather than to everyone in Sales.

What changes at the counter: seven steps become one confirmation, a large saving when it happens many times a day. Because it is one operation, you do not end up with validated deliveries that were never invoiced, or posted invoices nobody collected against. Split tenders such as part card, part cash and part on account are entered once with the arithmetic shown, instead of several separate payment registrations. Afterwards, the history tab says who processed the sale, when, and exactly how it was paid, without digging through payment records.