Email to Odoo Invoice

What problem does it solve?

This skill automates the creation of Odoo invoices directly from incoming email requests, bridging communication with accounting operations and reducing manual data entry.

Core Features & Use Cases

• Invoice Request Detection: Identifies invoice creation intent from email subjects and bodies.
• Automated Data Extraction: Extracts customer details, amounts, descriptions, and due dates from emails.
• Odoo Integration: Creates new customers or finds existing ones, generates draft or posted invoices in Odoo.
• Confirmation Emails: Sends automated confirmation emails with invoice details.
• Approval Workflow: Manages approvals for new contacts or high-value invoices.
• Use Case: An email arrives requesting an invoice for "web development services" for $500. The skill extracts this information, creates the customer in Odoo if new, generates the invoice, and sends a confirmation email.

Quick Start

Use the email_to_odoo_invoice skill to process all new email requests for invoices.