Hibou Odoo Suite: Accounting Modules: Invoice Margin

Purpose

This documentation outlines the use case and processes associated with Hibou's Invoice Margin module for Odoo 17. The Invoice Margin module displays margin calculation on invoices. If the invoice line is associated with a sale order line, the cost will then come from the sale order line.

Process

First thing's first, we want to activate the module! Navigate to the Apps application.

Once there, remove the 'Apps' filter, then search 'Invoice Margin'. When ready, click ACTIVATE.

Good to Know!

The Invoice Margin module requires both the Invoicing and Margins in Sale Orders modules. However, if you do not already have these modules installed, Odoo will install them for you during this module's installation.

To get started, navigate to the Accounting app.

Margin on Invoices

Once there, click on CUSTOMERS > Invoices.

Select an invoice from the list of invoices. On the invoice form view, you will see, below Amount Due, a new Margin field that displays the profitability by calculating the difference between the Unit Price and the Cost.

Technical

The Invoice Margin module adds a new computed field margin to the 'account.invoice.line` and `account.invoice` models. It also adds a `purchase_price` Float field to `account.invoice.line` for Cost. Both the `margin` and `purchase_price` fields are added to the Account Invoice form view.