Export Invoices From Portal

Managing and tracking invoices is an essential part of financial management for businesses and their customers. Odoo’s standard customer portal allows users to export Sales Orders, but there is no built-in functionality for exporting invoices. The Export Invoices from Portal module bridges this gap by enabling customers to export invoices in a structured CSV format, ensuring better record-keeping, reconciliation, and financial tracking.

With a new Export Button on the Invoices & Bills page in the customer portal, users can now easily download invoice records, reducing manual data entry and improving financial efficiency.

Key Features & Benefits:

1. Invoice Export in Customer Portal
   Adds an Export Button to the Invoices & Bills page, making it easy for customers to access invoice data.
2. CSV Format for Structured Data
   Users can download invoices in a well-organized CSV file, simplifying data management.
3. Consistent User Experience
   The invoice export functionality works similarly to sales order exports, ensuring a unified experience across the customer portal.
4. Improved Financial Record-Keeping
   Customers can easily track and reconcile their invoices without the need for manual data entry.
5. Enhanced Business Efficiency
   Reduces customer dependency on support teams for invoice-related data, promoting self-service financial tracking.

Example Use Case:

A business customer needs to download multiple invoices for reconciliation at the end of the financial quarter. Instead of manually retrieving invoice details or requesting support, they:

1. Log in to their Odoo Customer Portal.
2. Navigate to Invoices & Bills.
3. Click the Export button to instantly download a CSV file with all necessary invoice details.
4. Use the file for financial audits, tax preparation, and reporting.

This significantly reduces manual work, improves financial visibility, and enhances the customer experience.