Invoice Summary with Tax Breakdown
How much tax you charged in the period, without opening a single invoice
Lists the invoices issued in the range you choose with their subtotal, their status and the amount of each tax applied, plus consolidated totals per tax type. Filter by customer or view everything.
How you get it
Every development works in all three Odoo environments. The only thing that changes is how we deliver it.
Odoo Online (SaaS)
You do not need the ability to install modules. A Millora consultant comes in with temporary access that you authorize and implements it with Odoo Studio. When they are done, you revoke the access.
Odoo.sh or your own server
You receive the module and the installation guide by email as soon as payment clears. Install it yourself, or we install it with you.
Installation · shell
# 1 · copia el módulo a tu addons_path
cp -r millora_resumen_de_facturas_con_desglose_de_impuestos /mnt/extra-addons/
# 2 · reinicia y actualiza la lista de apps
odoo-bin -u all -d tu_base --stop-after-init
# 3 · instala desde Apps
# busca "Invoice Summary with Tax Breakdown"What it solves
The problem
Every month one simple question has to be answered: how much tax was charged in the period.
Odoo has the data, but scattered: the tax breakdown lives inside each invoice. Adding it up means opening them one by one, or building an analysis that separates each rate correctly — and not everyone in accounting knows how to build one.
So the number sent to the firm or used for the filing gets computed by hand, on a separate sheet, with the risk that carries. And when somebody asks where it came from, it has to be redone.
How it works
You pick a date range and, if you want, a customer. The report returns every invoice issued in that period, each with its date, its subtotal, its real Odoo status — draft, posted, cancelled — and the amount of every tax applied to it, with its reference.
Above the table sit the consolidated totals: the sum of subtotals, each tax separately, and the grand total. That is the number you use, and it comes with the list behind it right underneath.
The customer filter works both ways: review one specific account, or drop it and see the whole operation.
What it's used for
The filing. The period's charged tax, with line-by-line backup.
The review before filing. Because it shows real status, invoices still in draft or quietly cancelled stand out — exactly the ones that make the report disagree with what is about to be filed.
The tax proportion. With subtotals and taxes side by side, you see at a glance what share of billing is tax.
What it does not do
It is a snapshot of the moment it runs. If an invoice later changes status or is edited, it has to be generated again. It does not refresh itself.
It does not include deleted invoices. Whatever was removed from the database doesn't appear.
It does not replace the localisation's tax reports. It is a review tool, not the document you file.
And it inherits the tax configuration: if a rate is set up wrong in Odoo, the total will reflect it wrong. The report adds up correctly whatever was entered correctly.
What changes
The month's tax figure stops being computed by hand and starts being read off a screen, with the detail behind it one row away.
And the draft invoice nobody posted — the one that shows up after filing — gets found before, not after.
What's included
- Lists the invoices issued in the date range you choose
- Shows the amount of every tax applied, invoice by invoice, with its reference
- Consolidates totals: subtotals, each tax separately and the grand total
- Reflects the real Odoo status: draft, posted or cancelled
- Filters by a specific customer or shows the whole operation
- Groups the invoices as you query, with no extra configuration
- Removes the need to open invoices one by one to see their tax breakdown
Requirements
- Accounting module active
- Taxes correctly configured in Odoo: the totals depend on them
- Posted invoices if the report will be used for a filing
- A user with Sales and Accounting permissions to open the report
You might also need
Payment Allocator
You decide how much goes to each invoice, not the order of the list
Accounting & tax
AutoAzur Global Invoice Reconciler
One global invoice, hundreds of orders, one run
Accounting & tax
Aspel NOI payroll import
The payroll you already filed lands in Odoo as a journal entry
Accounting & tax