Overview
Creates and manages pro forma invoices based on project milestones. Supports the full lifecycle from creation through payment confirmation and conversion to actual Odoo invoices.
Workflow
Pro Forma Invoice
Draft
Posted
Sent
Paid
Invoiced
Cancelled
Key Features
- Create pro forma invoices from sales orders by selecting milestones
- Complete state machine workflow (Draft, Posted, Sent, Paid, Invoiced, Cancelled)
- Payment confirmation with reference validation
- Bilingual PDF reports (English/Arabic)
- Email templates for client communication
- Full audit trail via chatter
Data Models
Pro Forma Invoice
proforma.invoice| Field | Type | Info |
|---|---|---|
State
state
|
Selection | Lifecycle stage |
Sale Order
sale_order_id
|
Many2one | Source order |
Milestones
milestone_ids
|
Many2many | Covered milestones |
Amount Total
amount_total
|
Monetary | Total amount |
Actions:
Post
Send
Confirm Payment
Create Invoice
Cancel
Extends Existing Models
sale.order
Adds 2 fields:
Pro Forma IDs (One2many)
Pro Forma Count (Integer)
Adds actions: action_create_proforma
project.milestone
Adds 1 field:
Has Pro Forma (Boolean)