BIM 2.0 · Process manualOdoo 19 · EnglishSource: www.bim20.com/manual/odoo-19/en
BIM 2.0Odoo 19

Process manual

Search for what you want to do and follow the steps. Each process shows where it is in the menu, what you need first and which mistakes to avoid.

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The life of a project
1 process

Technical Service (SAT)

How do I invoice a SAT work order?Creates the customer invoice with the order's lines and validates the pending delivery note.

Where BIM › SAT › Work Deliveries

Before you start

BIM SAT profile, Accounting Invoicing and Inventory if there are materials.

How do I invoice a SAT work order?

Steps

  1. Go to BIM › SAT › Work Deliveries and open the order in Work Delivery.
  2. Click Create Invoice.
  3. The pending delivery note is validated with the ordered quantities and a draft customer invoice is created, with the same lines, prices, discounts, taxes and analytical account.
  4. The order moves to Invoiced. Click the Invoices button to open the invoice.
  5. Review it and click Confirm to post it.
Warning

Create Invoice only appears once: when the order already has an invoice, the button disappears.

Without a sales journal you get “You have not configured a sales journal”.

Site note

The invoice uses the Journal from the BIM settings or, if empty, the company's first sales journal. Its date is the Date Order.

The invoice is linked to the project of the order's Project.

Related processes:
Documented version: BIM 2.0 (base_bim_2 19.0.19.04.2026) · Odoo 19