Quote to Invoice

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.

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.

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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

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3. How? — Technical implementation

Architecture

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)

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.

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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 for amounts above X
• [Validate] button in Telegram before posting

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Related pages

Workflows

• CRM Pipeline — Upstream sales pipeline
• Website Lead Notification — Web form leads
• Notification Hub — Notification routing

Infrastructure

• Odoo 18 on Docker — Invoicing and accounting