Overview
The Sale Register Report module for Odoo 19 consolidates sales orders, invoices, and credit notes into one filterable report for sales and finance teams.
Supports v 19.0 — available directly on the Odoo Apps Store.
Description
Tracking sales orders, invoices, and credit notes separately makes it difficult for sales and finance teams to get a single, consolidated view of sales activity. The Sale Register Report module addresses this gap in Odoo 19 by combining sale order, invoice, and credit note details into one wizard-driven report, with PDF and Excel export options and an interactive list view for further analysis.
Key Features
- Dedicated Sale Register Report menu added under Sales → Reporting
- Report wizard to filter by date range, customer, document state, and payment state before generating results
- Interactive list view with optional columns, group by, and advanced filters
- PDF download of the generated Sale Register Report
- Excel export of the full sale register data for analysis outside Odoo
- Consolidated view of sale order names, invoice names, and credit note names in a single register
- State-wise filtering by document state — Draft, Posted, or Cancelled
- Customer-wise reporting for selected customers only
- Start Date and End Date filter to define the reporting period
- Separate payment state filters for invoices and credit notes
- Ability to toggle optional columns on or off within the list view
How It Works
After installing the module, a new Sale Register Report menu appears under Sales → Reporting in Odoo 19. Opening this menu presents a wizard where users set filters such as date range, customer, document state, and payment state for invoices and credit notes. Once the filters are applied, the report is generated and displayed in an interactive list view showing sale order, invoice, and credit note details together. From this list view, users can toggle optional columns, apply group by and advanced filters, and use the PDF action to download a printable Sale Register Report. An Excel download button on the same screen allows the underlying data to be exported for further analysis outside Odoo.
Business Use Cases
Sales managers can use the Sale Register Report to review sale orders, invoices, and credit notes for a specific customer or date range without switching between multiple Odoo screens. Accounts receivable teams can filter the report by payment state to identify invoices and credit notes that are still pending, posted, or cancelled. Finance controllers who need to share sales activity with external stakeholders can generate a PDF version of the report for printing or distribution, or export the same data to Excel for reconciliation, audit, or further reporting work. Because the report supports customer-wise and state-wise filtering, it can also be used to prepare targeted extracts for individual accounts or for a defined reporting period, such as a month or quarter.
Frequently Asked Questions
Does this report replace standard Odoo Sales reporting?
No. It adds a dedicated, consolidated Sale Register Report alongside standard Odoo Sales reporting, since the standard reporting does not include a consolidated sale register covering orders, invoices, and credit notes together.
Can I filter the report by a specific customer?
Yes. The report wizard allows filtering by customer so the register can be generated for selected customers only.
Can I filter invoices and credit notes by payment state separately?
Yes. The wizard provides separate payment state filters for invoices and credit notes.
In what formats can I export the report?
The report can be downloaded as a PDF document or exported to Excel for further analysis outside Odoo.
Where do I find this report inside Odoo?
After installation, the Sale Register Report is accessible from Sales → Reporting.
