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Sell and Invoice from Chat — A build-to-order Odoo module that lets your team draft, confirm, and invoice sales orders direct — 1/1Illustrative preview

A build-to-order Odoo module that lets your team draft,

confirm, and invoice sales orders directly inside a Discuss chat thread — no context switch to the Sales screen.

ECOSIRE builds, installs, and supports it for your Odoo 17, 18, or 19.

What is Sell and Invoice from Chat?

A build-to-order Odoo module that lets your team draft, confirm, and invoice sales orders directly inside a Discuss chat thread — no context switch to the Sales screen. ECOSIRE builds, installs, and supports it for your Odoo 17, 18, or 19. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.

Key Features

OWL-based composer action embedded in the Discuss thread that opens an order-taking panel without leaving the conversation
Live `product.product` search inside chat with your active `pricelist`, `account.tax`, and unit-of-measure rules resolved server-side
Create or attach a `res.partner` to the conversation, with configurable auto-match on email/phone/name to avoid duplicate contacts
Generates a real `sale.order` (never a shadow record) so all downstream Sales, delivery, and accounting logic behaves natively
Add, edit, and re-price `sale.order.line` rows in the chat panel with discounts and taxes computed exactly as the Sales app would
Confirm-to-`sale` action from chat, plus a one-click invoice action that calls the standard `_create_invoices()` flow to raise the `account.move`
`@api.depends` computed fields surface order state, amount total, invoiced vs to-invoice, and payment status back into the chat header
Optional QWeb invoice/quotation PDF rendered and posted straight into the thread as an attachment
Link model mapping each `mail.channel` conversation to the orders and invoices it produced, for full traceability
Row-level security via `ir.model.access.csv` plus record rules so agents act only on their team's partners and orders
Server-side automated actions / `ir.cron` push confirmation, invoice-posted, and payment-received events into the thread as system messages
Full parity over the `XML-RPC`/`JSON-RPC` external API so a website widget, livechat, or external messaging bridge can drive the same flow
Inherited XML/OWL views layered over core screens so Odoo version upgrades never clobber standard Sales or Discuss UI
Configurable per-team defaults: pricelist, invoicing policy, whether confirmation and invoicing require manager approval
Built and tested against Odoo 17.0, 18.0, and 19.0 on both Community and Enterprise, degrading gracefully where Enterprise-only features are absent

Built to order, done for you

No DIY setup — a working app, built, installed and supported by ECOSIRE.

  1. 1

    You order

    Start with a one-time build price. We scope it with you at kickoff.

  2. 2

    We build & install

    ECOSIRE builds, configures and installs it on your Odoo.

  3. 3

    Go live + support

    You go live in about one working week, with two weeks of go-live support. Defects in the code we deliver are fixed free of charge.

Technical Specifications

Odoo Compatibility
Odoo 17, Odoo 18, Odoo 19
Editions
Enterprise & Community
License
Licence confirmation required
Python Requirement
Python 3.10+
Database
PostgreSQL 12+

About this Product

Sales conversations happen in chat, but the order still has to be created somewhere else. Your team fields product questions, prices, and confirmations inside Odoo Discuss (or a linked channel), then has to leave the thread, open the Sales app, hunt for the customer, rebuild the line items from memory, and only then confirm and invoice. Odoo core does not expose an order-taking surface inside mail.channel / Discuss — the chatter can log a message on an existing sale.order, but there is no native way to spin a quotation up, add lines, price it, confirm it, and raise the account.move invoice without abandoning the conversation. That round trip is where lines get dropped, the wrong pricelist gets applied, and follow-through stalls.

This is a made-to-order module we build for your Odoo. We add a chat-native ordering surface: an OWL-based composer action inside the Discuss thread that lets an authorised user attach or create a res.partner, search product.product with your live pricelist and tax rules applied, add order lines, and generate a real sale.order — all from within the conversation. The order is a first-class Odoo record from the moment it is created (not a shadow object), so sale.order.line prices, account.tax, and pricelist logic resolve exactly as they would in the Sales app. A dedicated model links each conversation to the orders it produced, with @api.depends computed fields surfacing order state, invoiced/to-invoice amounts, and payment status back into the chat header. When the customer says yes, a confirm action moves the order to sale, and an invoice action calls the standard _create_invoices() flow to produce the account.move and, optionally, render the QWuoTE/QWeb invoice PDF and post it back into the thread.

Technically it is a clean, upgrade-safe addon: its own __manifest__.py declaring dependencies on sale_management, account, and mail; models extending rather than overwriting core (sale.order, mail.channel); permissions enforced through ir.model.access.csv plus record rules so a chat agent can only act on partners and orders their team owns; and views/OWL components layered as inherited XML so a version upgrade never clobbers Odoo's own screens. Server-side automation (automated actions / ir.cron where needed) can push status changes — order confirmed, invoice posted, payment received — as system messages into the thread. Everything the chat surface does is also reachable over the XML-RPC/JSON-RPC external API, so a website widget, WhatsApp bridge, or third-party chat front end can drive the same order-taking flow. We support Odoo 17.0, 18.0, and 19.0, on Community or Enterprise (Enterprise's richer Discuss and accounting features are used when present; the module degrades gracefully on Community).

Delivery is build-to-order: after a short scoping call we confirm the exact partner-matching rules, pricelist/tax behaviour, which chat surface (native Discuss, livechat, or an external channel), and the invoice/payment steps you want automated, then hand back a fixed quote and a written scope. Typical delivery is one working week from confirmed scope, built and tested on a staging copy of your database before we touch production. Pricing starts from $999 (indicative, single-company base scope); multi-company chat routing, external chat-channel integrations (e.g. a WhatsApp or website widget over JSON-RPC), deeper localization of the invoice/tax flow, or migrating historical conversation-to-order data increases the quoted scope.

What you get

  • Installable, version-pinned source code for your Odoo edition (17.0, 18.0, or 19.0), delivered as a self-contained addon
  • Installation and configuration on your environment (or guided install on your Odoo.sh / self-hosted instance)
  • Technical documentation: model/field reference, security matrix, `__manifest__.py` dependencies, and API endpoints
  • End-user guide plus a live training session for your sales and finance teams
  • UAT on a staging copy of your database with a documented rollback plan before any production change
  • Post-go-live support window for defect fixes and configuration questions
  • Git repository handover with full commit history and tagged release
  • Configuration workbook capturing your pricelist, tax, partner-matching, and approval-flow decisions

Who this is for

Inside sales / SDR teams

Reps who negotiate and close inside chat channels and want to raise the quote and confirm the order in the same thread, so nothing is lost between the conversation and the Sales app.

Finance and AR teams

Staff who need every chat-originated sale to become a proper `account.move` invoice with the correct taxes and pricelist, and a clean audit trail linking each invoice back to the conversation that produced it.

Operations / Odoo administrators

The team that owns the Odoo instance and needs an upgrade-safe addon with proper `ir.model.access.csv` and record rules, no core overwrites, and API parity for future channel integrations.

Service and support desks that upsell

Livechat or helpdesk agents who occasionally sell add-ons or renewals mid-conversation and need to invoice without breaking their chat workflow or double-keying the order.

How Sell and Invoice from Chat Compares

CriterionECOSIRECustom BuildCompetitorOdoo Native
Order creation inside chatNative panel in the Discuss thread creates a real sale.orderPossible but you design and build it from scratchVaries; often a fixed UI you cannot adaptNone — you leave chat and open the Sales app
Pricelist & tax accuracyServer-side pricelist/account.tax resolved exactly as Sales appDepends entirely on your developer's rigorUsually correct but hard to verify against your rulesCorrect, but only in the Sales screen, not chat
Invoice from the conversationOne action calls _create_invoices() and posts the PDF backYou build the invoicing bridge yourselfSometimes; often limited to draft creationNot available from chat
Fit to your workflowScoped to your partner-matching, approvals, and channelsFully bespoke, at full custom cost and timelineTake it as shipped; limited configurationStandard Odoo flow only
Upgrade safety (17/18/19)Inherited XML/OWL, no core overwrites, version-pinnedOnly as clean as your team makes itDepends on vendor's coding disciplineFully upgrade-safe (it's core)
Security modelir.model.access.csv + record rules scoped to your teamsYou must design and audit itGeneric ruleset, may need tighteningStandard Sales/Accounting access rights
Support & ownershipSupport window + git repo handover + docsWhatever you resource internallyVendor ticket queue; source often obfuscatedCommunity/Enterprise support channels
Cost & deliveryFrom $999 indicative, fixed quote, one working weekTypically higher and longer, open-endedLow upfront, but adaptation costs extraIncluded, but the capability doesn't exist

Frequently Asked Questions about Sell and Invoice from Chat

Is this an existing app I can download and install today?

No. This is a build-to-order module. ECOSIRE builds it for your specific Odoo version and configuration, then installs and supports it. There is no instant download — you request a quotation and we scope, build, and deliver.

How long does delivery take?

Typical delivery is one working week from confirmed scope. After the scoping call we agree the exact partner-matching, pricelist/tax, chat surface, and invoicing behaviour, then build and test on a staging copy of your database before any production change. Larger scope (multi-company, external chat bridges, data migration) can extend that.

How does pricing and scoping work?

Pricing starts from $999 as an indicative from-price for a single-company base scope. After a short scoping call we give you a fixed quote and a written scope. Drivers like multi-company routing, external channel integrations, localization depth, or historical data migration increase the quoted scope.

What about support and future Odoo updates?

Every build includes a post-go-live support window for defect fixes and configuration questions. Because we deliver a version-pinned addon with a git repo handover, upgrades to a newer Odoo major version (e.g. 18 to 19) are a scoped follow-on engagement rather than a surprise — we quote the port when you plan the upgrade.

Which Odoo versions and editions do you support?

Odoo 17.0, 18.0, and 19.0, on both Community and Enterprise. Enterprise-only Discuss and accounting features are used when present; on Community the module degrades gracefully and still creates real `sale.order` and `account.move` records.

Will it break when we upgrade Odoo or conflict with our other modules?

No. The module lives in its own addon with a clean `__manifest__.py`, extends core models rather than overwriting them, and layers UI as inherited XML/OWL views. That keeps it upgrade-safe and reduces conflicts. We test against your actual module set on staging as part of UAT.

Can it work with WhatsApp or a website chat widget, not just Odoo Discuss?

Yes, as scoped work. The order-taking flow is fully available over the XML-RPC/JSON-RPC external API, so an external messaging bridge or website widget can drive the same create-order and invoice actions. That integration is quoted on top of the base scope.

Request a quote

Sell and Invoice from Chat

A build-to-order Odoo module that lets your team draft, confirm, and invoice sales orders directly inside a Discuss chat thread — no context switch to the Sales screen. ECOSIRE builds, installs, and supports it for your Odoo 17, 18, or 19.

  • OWL-based composer action embedded in the Discuss thread that opens an order-taking panel without leaving the conversation
  • Live `product.product` search inside chat with your active `pricelist`, `account.tax`, and unit-of-measure rules resolved server-side
  • Create or attach a `res.partner` to the conversation, with configurable auto-match on email/phone/name to avoid duplicate contacts
  • Generates a real `sale.order` (never a shadow record) so all downstream Sales, delivery, and accounting logic behaves natively

Request a Quotation

Tell us about your Sell and Invoice from Chat requirements and we'll send pricing, licensing options and a tailored proposal — usually within one business day.

No payment now. This sends a quote request to our team — we'll follow up by email with pricing and next steps.