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Odoo Studio - Change Invoice Layout

Tutorial

Freddy Czaja

Introduction

Many companies want to add special information to their PDF invoices that is not integrated with the Odoo standard. With the Odoo Studio app, Odoo Enterprise users have the opportunity to do just that. Not everything is possible, but many things. For example, you can add automatically generated information, change margins or integrate headings, texts and images.

For major changes, you should customize your invoice layouts by an Odoo agency - because then almost anything is possible.

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About Odoo Studio

With the Odoo Studio (Odoo Enterprise) app, companies have gotten a tool that makes it easy to build apps. It doesn't matter if you want to customize an existing app or integrate a new process into a separate app. What you need is Odoo background knowledge, technical understanding and for complex processes / projects an Odoo specialist (Odoo Partner), who helps a bit. But it's worth it: many improvements can be integrated in minutes / hours, simple apps also, more complex processes take longer, if for example calculations must be integrated.

Choose a Layouts

In Odoo Enterprise you have the choice between different invoice layouts. To select an invoice layout go to the app Finance (Accounting) and then at the top of the navigation on "Customers > Invoices". Above the invoices you will see a section with the sections Company Data, Invoice Layout, Payment Method & Sample Invoice. Click on the "Invoice Layout" section to view the various layouts and select a layout.

Odoo CMS - a big picture
Odoo CMS - a big picture

Structure Odoo Studio (Invoice Layout)

Before we show you everything that can be customized in a PDF invoice, let us explain the structure of Odoo Studio. To do this, we first open an invoice by going to the Odoo app Finance, clicking on "Customers > Invoices" in the top navigation and then opening an invoice.

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Now we start Odoo Studio by clicking on the Odoo Studio Icon (tool) in the upper right corner of the navigation. In the new view we see the invoice view of Odoo. However, we would like to customize the PDF and therefore click on Reports in the Odoo Studio Navigation (top right). The following view shows the invoice as it is output as PDF.

On the left side you will see the sidebar you will work with. It is divided into the three sections Add, Report & Options.

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Add

In the "Add" section you will find the contents that can be added to the invoice. The whole thing works just by dragging and dropping, as you know it from the Website Builder.

Report

Under Report, you can change the name of the invoice, select the format of the PDF file, customize the permission for user groups, and add the file to the print menu.

Options

In the "Options" area you change the inserted contents. To do this, click on an object in the invoice to change, for example, the name, the field type (for example, Partner), the widget shown, or the margins to the neighboring elements.

Customize Header

The header contains only the logo and information about your own company (address). You can change the logo by inserting the logo exactly where you have selected the PDF layout (see section: Selecting a Layout). This also means that there is enough space between the logo and the address so that the information does not seem too close. We do this by creating the logo in such a way that the image (JPG, PNG) gets more space to the right (working surface). The whole thing is a bit awkward, but currently not otherwise possible. A improvement from Odoo is desirable here.

The address can be changed by leaving Odoo Studio and clicking on "Customers > Invoices" in the Finance app navigation, then go to "Companies" below the navigation on the left and insert the appropriate information.

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In some invoice layouts (templates) the company address is not integrated in the header. Here you must change the information in conventional Odoo Studio way, see section "Content Area".

Content

The information about the customer is arranged in a "div" and is always on the right below the header. You can change the information shown here by clicking on the address and adding further information in the left sidebar under "Options" in the field "Displayed fields". You can change the margins by clicking on the address and then changing the "margins" in the left sidebar within the "Options" tab.

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Next, as an example, in the upper part of the content area, we want to add the creation date and the due date of the invoice. To do this, go to the "Add" tab in the left sidebar and drag the snippet "Field & Label" into the page from the "Block" section.

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Now we are asked to choose the field properties. We first select "Invoice > Created on" and save. After that, the field is available in the PDF. Now we want to integrate another field that shows the due date of the invoice. Go back to the left sidebar and drag the snippet "Field & Label" into the page again, but right next to the first entry. Here you must pay attention to the markings, which are to be seen as dashed lines. Then enter "invoice> due date" in the field properties and save.

Exactly the same applies to all other information to be integrated, regardless of whether it is tables, columns, cells, images or headings.

Customize Footer

The layout of the footer can not be changed by Odoo Studio because it is tied to the template of the chosen layout. You can, however, add or delete standard information. You can also add additional information under the standard information, or you change default information in the footer by leaving Odoo Studio and going to "Customers > Invoices" in the Navigation app, then clicking on "Company" below the navigation on the left and inserting the information on the right.

Additional information can be added to the footer by leaving Odoo Studio & clicking "Customers > Invoices" in the navigation. Now go to "Invoice Layout" and enter the relevant data for your company in the "Footer" area.

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About Freddy Czaja

SEO is the air he breaths. If it has a bit of Oxygen, he doesn't care/ He likes his coffee black and cold.