PMIS Account Invoice Report
Customizes the invoice form, standard invoice report, and selectable company document layout. It also loads a predefined set of Slovenian bank records.
Table of contents
Features
Invoice form and report
The invoice/journal-entry form always shows Accounting Date (account.move.date), including on vendor bills. Existing editability rules remain in force.
The standard account.report_invoice_document template gains:
Service Date, displaying the accounting date when present. It is not a separate service-date or fiscal-date field.
Payment Terms, displaying the selected payment term's name when set.
Payment Communication, displaying the payment reference when set.
A hidden standard Delivery Date block.
A billing address based on the commercial partner, including its tax ID when available. This applies whether shipping is different, identical, or absent; the separate shipping address is retained. The report falls back to the invoice partner if no commercial partner is available.
These invoice-template changes apply independently of the selected external layout. They change printed information without changing the invoice partner, dates, payment terms, or reference stored on the document.
PMIS document layout
The addon registers PMIS as a selectable company report layout. It includes the company logo, address, VAT and registry numbers, contact details, document title, report footer, and PDF page numbering. Other reports using the company's standard external-layout mechanism can also use this layout.
The manifest loads report CSS in web.report_assets_common. Selecting the layout is optional; installation does not automatically select it for every company.
Bank data
The addon loads bank names and BICs from data/res.bank.xml. These are static seed records, not a synchronized bank directory. The records are loaded with noupdate="0", so module upgrades can reapply their declared values. Verify bank details before using them for payments.
Configuration
The only declared dependency is account.
Open the company's Document Layout configuration in Settings and select PMIS if the custom header and footer are required.
Check the company logo, address, contact information, VAT/registry numbers, and report footer used by that layout.
Usage
Open an invoice or bill and review its accounting date, payment term, payment reference, and commercial partner.
Print the invoice using the standard report action.
Check the service date and billing address. Payment terms and communication appear only when their corresponding fields are populated.
Bug Tracker
Bugs are tracked on PMISuite Repository Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.
Contributors
Matjaž Mozetič
Maintainers
Current maintainer:
Luxim is an independent R&D and deployment company focused on solving complex problems in the Odoo ecosystem.
Luxim is an active member of OCA (Odoo Community Association).