Customer Invoice Send Approval

Customer Invoice Send Approval adds a controlled, visible sign-off step to customer invoices, without ever touching your accounting. It gives finance a clear way to say which invoices have been checked and are cleared for the sales team to send, who is allowed to give that go-ahead, and what has already been signed off, all from the standard invoice form and the Invoices list.

What it does

While a customer invoice is in draft or posted, the module shows a Sending Approval badge on the invoice, alongside the payment details, and as a column on the Invoices list. Invoices start as a red Not Approved and carry an Approve for Sending button. A user in the Customer Invoice Send Approver group clicks it, the badge turns green Approved, and a Reset Approval button appears so an authorized user can revert the decision if needed. Everyone else sees exactly the same status as a read-only badge, but the Approve and Reset actions are restricted to the group and enforced on the server, so no one outside the group can change it. The status is purely informational: it records the sign-off decision and never creates, posts or reconciles any payment or journal entry. It is limited to customer invoices, never vendor bills. If an invoice later leaves the draft or posted state, the approval clears itself and the Approve button returns, so the status is always current.

Who it's for

Any Odoo team where accounting checks invoices before the sales team sends them out. It suits finance and accounts receivable teams who need a clear, controlled Approved or Not Approved marker on customer invoices, sales teams who want to see at a glance which invoices are cleared to send, managers who want that sign-off restricted to specific users, and administrators who want the control enforced properly on the server while never risking a change to the underlying accounting.