---
title: Quote to Invoice
url: https://blog.guigpap.com/en/workflows/quote-to-invoice/
url_md: https://blog.guigpap.com/en/workflows/quote-to-invoice.md
category: automation
date: '2026-03-28'
maturite: production
techno:
  - n8n
  - odoo
application:
  - automation
  - business
---

# Quote to Invoice

> Automatic transformation of confirmed Odoo quotes into invoices with Telegram notification

## 1. What? — Definition and context

In Odoo, when a customer accepts a quote (sale.order moves to "sale" state), an invoice has to be created, possibly validated, and sometimes emailed. This workflow automates the chain: as soon as the quote is confirmed, the invoice is created and a Telegram notification fires if the amount crosses a configurable threshold.

> **Note - Sale Order → Invoice**
>
> In Odoo, a **sale.order** is a quote. When the customer accepts, its state moves to "sale" (confirmed). The invoice (`account.move`) is a separate accounting document that must be created from the quote — that step is what this workflow automates.

---

## 2. Why? — Stakes and motivations

### Problems solved

| Problem | Without automation | With automation |
|---------|--------------------|-----------------|
| **Invoicing forgotten** | Quote confirmed, invoice never created | Automatic creation |
| **Invoicing delay** | Invoice 3 days after confirmation | Instant |
| **No visibility** | Discover the sale inside Odoo | Instant Telegram notification |

---

## 3. How? — Technical implementation

### Architecture

```mermaid
flowchart TD
  Sale["sale.order · state → sale"]
  Action["Odoo Automated Action"]
  Webhook["N8N webhook /odoo/sale-confirmed · internal"]

  subgraph Workflow["Quote-to-Invoice workflow"]
    direction TB
    CheckDup["Check duplicate invoice"]
    Create["Create account.move · Odoo XML-RPC"]
    Post{"auto_post enabled?"}
    Validate["Validate invoice"]
    Email{"auto_send_email enabled?"}
    Send["Send invoice email"]
    Threshold{"amount > threshold EUR?"}
  end

  Hub["Notification Hub"]

  Sale --> Action --> Webhook --> CheckDup --> Create --> Post
  Post -->|Yes| Validate --> Email
  Post -->|No| Email
  Email -->|Yes| Send --> Threshold
  Email -->|No| Threshold
  Threshold -->|Yes| Hub
```

### Trigger

An Odoo Automated Action watches `sale.order` records moving to "sale" and posts an internal webhook to N8N.

### Journey

1. **Verification** — The workflow checks that no invoice already exists for this quote (duplicate prevention)
2. **Creation** — Odoo XML-RPC call to create the invoice (`account.move`) from the `sale.order`
3. **Auto-post** (optional) — If `auto_post` is enabled, the invoice moves from draft to validated
4. **Email send** (optional) — If `auto_send_email` is enabled, the invoice email is sent to the customer
5. **Notification** — If the amount crosses the threshold (default: 1000 EUR), a Telegram notification is sent

### Configuration

| Parameter | Default | Description |
|-----------|---------|-------------|
| `auto_post` | false | Automatically validate the invoice |
| `auto_send_email` | false | Send the email to the customer |
| `notification_threshold` | 1000 | Telegram notification threshold (EUR) |

> **Caution - Internal webhook**
>
> The `/webhook/odoo/sale-confirmed` webhook is blocked by Caddy from the public Internet. Only the Odoo container can call it through the Docker internal network.

---

## 4. What if? — Outlook and limits

### Current limits

| Limit | Impact | Mitigation |
|-------|--------|------------|
| **No accounting validation** | Invoice auto-posted without review | `auto_post` disabled by default |
| **Fixed threshold** | Same threshold for every customer | Configurable per workflow |

### Evolution scenarios

**If manager validation is needed**:
- Use the [Approval Workflow Hub](/en/workflows/approval-workflow/) for amounts above X
- [Validate] button in Telegram before posting

---

## Related pages

### Workflows
- [CRM Pipeline](/en/workflows/crm-automation/) — Upstream sales pipeline
- [Website Lead Notification](/en/workflows/website-lead-notification/) — Web form leads
- [Notification Hub](/en/workflows/notification-hub/) — Notification routing

### Infrastructure
- [Odoo 18 on Docker](/en/infrastructure/odoo-18-setup/) — Invoicing and accounting

## Metadonnees agent

- Cet article est issu du blog GuiGPaP Lab.
- Contexte global du blog: https://blog.guigpap.com/llms.txt
- Contact auteur: https://odoo.guigpap.com/mon-cv
- Licence: CC-BY-SA 4.0