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Invoice Tag
The Invoice Tag module extends invoice management in Odoo by allowing accounting teams to create and assign custom tags to invoices for better classification and tracking. Designed with accounting managers in mind, this module makes it easy to organize invoices based on purpose, workflow, or internal reporting needs.
Features
Screenshots
Support
Service
Features
Custom Invoice Tag Creation
Accounting managers can create invoice tags directly from the configuration menu and assign distinct colors to each tag. This flexibility allows organizations to define tags based on internal processes such as invoice type, approval status, or accounting purpose.
Easy Tag Assignment on Invoices
Once created, tags can be easily applied to invoices from the invoice form view. The selected tag name and color appear clearly on the invoice, helping users instantly understand its classification.
Tag Visibility Across Views
Invoice tags remain visible in list and kanban views, ensuring consistent identification regardless of how invoices are accessed. This broad visibility helps accounting teams quickly scan, filter, and prioritize invoices, especially when handling high volumes of financial documents.
Screenshot
1.) Invoice Tag Configuration View
The configuration area allows accounting managers to define invoice tags and choose colors that visually represent different purposes or categories. This setup creates the foundation for structured invoice classification across the system.
2.) Invoice Form with Applied Tags
Tags appear directly on the invoice form using the same name and color defined during configuration. Adding or changing tags is quick and intuitive, helping users maintain accurate invoice labeling during daily operations.
3.) Invoice List and Kanban View with Tags
Tags are displayed alongside invoices in both list and kanban views, making it easy to identify invoice categories at a glance. This visual organization supports faster navigation, better prioritization, and improved workflow management.
User Guide
