Hello, what if the vendor/customer invoice in the purchase order or sales order automatically becomes billed if the vendor/customer bill has been paid?
Hi
Have you tried " workflow module " ?
No, i haven’t tried sir
@trekmorris, Yes, this can be automated, but I would recommend separating the order status, invoice status, and payment status rather than automatically marking an order as “billed” simply because the invoice has been paid.
A clean workflow would be:
Sales Order → Customer Invoice → Payment Received → Invoice Paid → Sales Order/Order Status Updated
For purchases:
Purchase Order → Vendor Invoice → Payment Made → Vendor Invoice Paid → Purchase Order/Procurement Status Updated
In Dolibarr, this could be handled through a trigger/automation or custom module that detects when the customer or vendor invoice reaches the Paid status and then automatically updates the related Sales Order or Purchase Order.
For example, once a customer invoice linked to a Sales Order is fully paid, the system could automatically mark the order as Paid/Completed. Likewise, when a vendor invoice linked to a Purchase Order is paid, the PO could automatically be updated to Paid/Settled.
I would avoid changing the actual invoice or order status prematurely. The safest setup is:
Order → Invoice Created → Invoice Paid → Automatically Update Related Order
This gives you accurate financial records while eliminating the need for someone to manually update the order after payment.
