Orders to Invoice vs Orders to Upsell in Odoo: What’s the Difference?

Invoicing Smarter, Not Harder

In today’s competitive business, accurate and timely invoicing is more than just a financial task—it’s essential to maintaining customer trust, internal clarity, and healthy cash flow. Whether you're shipping exactly what was ordered or delivering a little extra, your ERP system must handle it seamlessly.

This is where Odoo’s invoicing policies shine. It offers two powerful options:

• Invoice: What Is Ordered
• Invoice: What Is Delivered

Let’s break them down and uncover what the “Orders to Invoice” and “Orders to Upsell” views mean for your business.

Invoice: What Is Ordered

This policy means you're invoicing customers strictly based on the confirmed Sales Order (SO)—no more, no less.

How it works:

• Once a sales order is confirmed, the invoice is created based on the ordered quantity, regardless of what’s delivered.
• Even if more goods are delivered than originally ordered, only the ordered quantity is invoiced.
• The system flags any over-delivery separately, allowing your team to decide how to handle it.

Invoice: What Is Delivered

This policy allows invoicing based on what’s delivered, which could be equal to, less than, or more than the sales order.

How it works:

• When the delivered quantity matches or is less than the ordered quantity, Odoo invoices the delivered amount.
• When the delivered quantity exceeds the sales order, Odoo will:

Orders to upsell are triggered only when you use Invoice What Is Delivered, and the delivered quantity exceeds the original order. This creates an opportunity to generate an additional invoice for the upsold amount.

Why These Views Matter: Orders to Invoice vs Orders to Upsell

How to Configure Invoicing Policies in Odoo

Setting this up is simple:

1. Open the Sales module
2. Go to Configuration > Settings
3. Under Invoicing Policy, choose:
4. Hit Save, and you're done!

You can also set this per product on the product form—helpful if some items follow different policies.

Final Thought

Your invoicing strategy should reflect how your business sells, delivers, and grows. With Odoo’s flexible options, you’re not stuck with one approach.

• Stick to “Invoice What Is Ordered” for precise, predictable billing.
• Choose “Invoice What Is Delivered” to capture every upsell opportunity.

Need Help Choosing or Configuring the Right Setup?

At Jupical Technologies, we help companies of all sizes implement, optimise, and scale Odoo for real-world workflows. Whether you're fine-tuning your invoicing process or rolling out a new sales flow, we’re here to make it simple.

Let’s connect for a demo or implementation chat.