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Productivity app for Odoo

AI Record Brief for Invoicing

Every Odoo customer invoice says whether the money is really coming, with the risk and the next step.

FreeGet it on the Odoo StoreAsk about this app
ProductivityOPL-1Odoo 19Odoo 18
PriceFree
LicenseOPL-1
Odoov19 · v18
CategoryProductivity

Overview

AI Record Brief for Invoicing.

AI Record Brief for Invoicing adds the brief to customer invoices and credit notes. Six ordered checks over the due date, the payment state and the posting state decide the status, so a blocked payment, an overdue balance, a part payment, an unreconciled receipt and a draft that was never posted are each read as the different problems they are. Your AI provider writes the wording, never the status. It is a free add-on and is not a standalone product: it requires the AI Record Brief core module, which holds the provider settings, the security group and the generation engine.

Also included

Everything else in the box.

Free add-on to the AI Record Brief core module, which it requires and cannot run withoutSix ordered checks on a customer invoice, and the first one that matches decides the statusOverdue and still owed reads At Risk, because the due date and the payment state are read togetherAn explicitly blocked payment is surfaced as the decision somebody madeA partly paid invoice gets its own reading rather than counting as simply unpaidA payment registered but not reconciled is raised, because the ledger disagrees with appearancesA draft invoice reads Attention, since it has no accounting effect and no receivable yetCancelled and settled invoices read Closed, decided by Odoo and never by the AIFive read-only fields on the invoice, and nothing is posted, reconciled or alteredInstalls itself as soon as AI Record Brief and Invoicing are both present

What it does

AI Record Brief for Invoicing adds the AI Record Brief to customer invoices and credit notes. The brief is a status badge, a summary of three to five lines, the risks the invoice is carrying and the single next action somebody should take.

The checks are the ones a collections review would make: is the payment explicitly blocked, is the invoice overdue and still owed, is it only partly paid, is a payment registered but not yet reconciled, was it never posted at all. Cancelled and settled invoices are terminal, so the provider is not consulted for them. The module reads the invoice and writes five read-only fields. It does not post, reconcile or change an accounting entry.

Who it's for

Credit controllers and accounts receivable teams who work a list of open invoices in Odoo and need the ones that genuinely need a call to separate themselves from the ones that only look late, plus finance managers who want draft and unreconciled items caught before a period closes.

Questions

About AI Record Brief for Invoicing.

How do I see which Odoo invoices actually need chasing?

Open the invoice and read the AI Brief block. An invoice that is overdue and still owed reads At Risk, with the risk and the recommended collection step written out.

Does an invoice that is late but already paid get flagged?

No. The due date and the payment state are read together, so a late invoice that has since been settled is not raised. Only an overdue balance that is still owed reads At Risk.

What happens to a payment that was registered but never reconciled?

It is surfaced on its own. That invoice looks collected to everyone except the ledger, so the brief calls out the reconciliation rather than reporting the invoice as settled.

Does it change anything in my accounting?

No. The brief adds five read-only fields to the invoice and never posts, reconciles or alters an accounting entry.

Do I need to install anything else?

Yes, and this module is free precisely because it is an add-on rather than a product on its own. It cannot work without the AI Record Brief core module, which holds the provider settings, the security group and the generation engine. Install that and this bridge installs itself once Invoicing is present.

Which Odoo version and editions does it support?

This release is built for Odoo 19 and runs on both Community and Enterprise. There is no Odoo 18 or Odoo 17 build. The Odoo Apps Store listing always shows the exact version a build supports.

On the Odoo Store

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Odoo 19Odoo 18