Keep a library of terms and conditions and let Odoo put the right one on every invoice, credit note and vendor bill. Each template is filled with the values of the document and printed on the invoice PDF, below the totals or on its own page.
Odoo itself offers one default text per company and a free note on each invoice. Both keep working; this app adds the library, the automatic choice and the print control around them.
Key Features
- Library of templates — Any number of rich-text templates, translatable, shared or per company, with archive and order.
- The right template without thinking — Default per customer, per journal and per document type; the first one found is applied.
- Placeholders — Customer, number, dates, total, payment terms and more are filled in from the document.
- Print control — Below the totals or on a separate last page, with your own heading, and a switch per document.
- Frozen at confirmation — A confirmed invoice keeps the wording it was sent with, even if the template changes later.
- Preview before sending — See the exact text of a document, and a filled sample of every template.
- Dedicated access right — Everyone reads the templates; only users with Manage Terms Templates write them.
- Bulk apply, search and tracking — Apply the defaults to many drafts at once, filter and group by template, changes in the chatter.
Benefits
- No more pasting legal text into invoices by hand
- Export customers, retail customers and credit notes each get their own wording
- A reprinted invoice always shows the terms it was issued with
- Works right after installation with three ready-made templates
Ideal For
- Companies with different terms per customer group, country or sales channel
- Accounting teams that need warranty, retention of title or late payment clauses on invoices
- Groups of companies that share some terms and keep others per company
Technical Highlights
- Extends the standard invoice form, invoice PDF and Invoicing settings; no new screens to learn
- Depends on the Invoicing app only; Community and Enterprise
- Multi-company rule, multi-language text, fully translatable
- Covered by automated tests
Supported Odoo Versions
- Odoo 19
- Odoo 20
