Invoice Line Documentation¶

Overview¶

The Invoice Line module (account.invoice.line) represents individual line items on customer and supplier invoices. Each line captures product/service details, quantities, pricing, discounts, taxes, and accounting allocations. Lines are the detailed breakdown of invoice amounts and drive GL postings, tax calculations, and inventory movements.

Model Information¶

Model Name: account.invoice.line Display Name: Invoice Line Name Field: description Key Fields: None (auto-increment ID) Default Sort Order: sequence_no, id

Features¶

✅ Product and service line items
✅ Quantity and pricing with multiple UOMs
✅ Percentage and amount discounts
✅ Fee/charge calculations
✅ Tax calculation per line
✅ Tracking category support (2 levels)
✅ Related document links (sales orders, purchase orders)
✅ Cascade delete with parent invoice
✅ Automatic amount calculation

Key Fields Reference¶

Core Line Fields¶

Field	Type	Required	Description
`invoice_id`	Many2One	✅	Parent invoice (cascade delete)
`sequence_no`	Integer	❌	Line item number
`product_id`	Many2One	❌	Product/service
`description`	Text	✅	Line description
`qty`	Decimal	❌	Quantity
`uom_id`	Many2One	❌	Unit of measure
`unit_price`	Decimal(6)	❌	Price per unit
`amount`	Decimal	✅	Line total amount

Discount Fields¶

Field	Type	Description
`discount`	Decimal	Discount percentage
`discount_amount`	Decimal	Fixed discount amount
`fee_charge_percentage`	Decimal	Fee/charge percentage
`fee_charge_amount`	Decimal	Fixed fee/charge amount

Accounting Fields¶

Field	Type	Description
`account_id`	Many2One	GL account for posting
`tax_id`	Many2One	Tax rate
`track_id`	Many2One	Tracking category (Track-1)
`track2_id`	Many2One	Tracking category (Track-2)

Computed Tax Fields¶

Field	Type	Description
`amount_tax`	Decimal	Tax amount
`amount_incl_tax`	Decimal	Amount including tax
`amount_excl_tax`	Decimal	Amount excluding tax

Field	Type	Description
`sale_id`	Many2One	Related sales order
`purchase_id`	Many2One	Related purchase order
`related_id`	Reference	Generic related document

API Methods¶

1. Create Invoice Line¶

Method: create(vals, context)

Creates line and automatically calculates amounts.

Example:

line_id = get_model("account.invoice.line").create({
    "invoice_id": invoice_id,
    "product_id": product_id,
    "description": "Professional Services",
    "qty": 10,
    "unit_price": 150.00,
    "tax_id": vat_rate_id,
    "account_id": revenue_account_id,
    "amount": 1500.00  # Calculated automatically if not provided
})

2. Update Amounts¶

Method: update_amounts(ids, context={})

Recalculates line amounts based on qty, price, discounts, and fees.

Formula:

amount = qty * unit_price
amount -= (amount * discount / 100)  # Percentage discount
amount -= discount_amount            # Fixed discount
amount += (amount * fee_charge_percentage / 100)  # Percentage fee
amount += fee_charge_amount          # Fixed fee

Example:

get_model("account.invoice.line").update_amounts([line_id])

3. Get Tax Amount (Computed)¶

Method: get_tax_amount(ids, context={})

Calculates tax amounts based on line amount and invoice tax type.

Returns:

{
    line_id: {
        "amount_tax": 70.00,
        "amount_incl_tax": 1070.00,
        "amount_excl_tax": 1000.00
    }
}

Common Use Cases¶

Use Case 1: Create Simple Invoice Line¶

# Product line with tax
get_model("account.invoice.line").create({
    "invoice_id": invoice_id,
    "product_id": product_id,
    "description": "Widget Model X",
    "qty": 5,
    "uom_id": unit_id,
    "unit_price": 100.00,
    "tax_id": vat_7_id,
    "account_id": sales_account_id
})
# Amount automatically calculated: 5 * 100 = 500

Use Case 2: Line with Discounts¶

# Line with percentage and amount discount
get_model("account.invoice.line").create({
    "invoice_id": invoice_id,
    "description": "Bulk Order Special",
    "qty": 100,
    "unit_price": 50.00,
    "discount": 10,  # 10% off
    "discount_amount": 200,  # Additional $200 off
    "tax_id": vat_id,
    "account_id": sales_account_id
})
# Calculation:
# Base: 100 * 50 = 5000
# 10% discount: -500
# Amount discount: -200
# Final: 4300

Use Case 3: Service Line with Tracking¶

# Service line with department tracking
get_model("account.invoice.line").create({
    "invoice_id": invoice_id,
    "description": "Consulting - Marketing Campaign",
    "qty": 40,  # Hours
    "unit_price": 150.00,
    "tax_id": vat_id,
    "account_id": consulting_revenue_id,
    "track_id": marketing_dept_id,  # Department
    "track2_id": project_id  # Project
})

Best Practices¶

1. Always Provide Description¶

# Good: Clear description
"description": "Widget Model X - Blue, 10kg"

# Insufficient: Unclear
"description": "Item"

2. Use Product Defaults¶

# Let product populate defaults
product = get_model("product").browse([product_id])[0]

line_vals = {
    "invoice_id": invoice_id,
    "product_id": product_id,
    "description": product.name,
    "unit_price": product.sale_price if is_sale else product.purchase_price,
    "account_id": product.sale_account_id.id if is_sale else product.purchase_account_id.id,
    "tax_id": product.sale_tax_id.id if is_sale else product.purchase_tax_id.id,
    "uom_id": product.uom_id.id,
    "qty": 1
}

3. Set Correct Accounts¶

# Sales invoice
"account_id": revenue_account_id

# Purchase invoice
"account_id": expense_account_id

# Asset purchase
"account_id": asset_account_id

Model	Relationship	Description
`account.invoice`	Many2One	Parent invoice
`product`	Many2One	Product/service
`account.account`	Many2One	GL account
`account.tax.rate`	Many2One	Tax rate
`sale.order`	Many2One	Related sales order
`purchase.order`	Many2One	Related purchase order

Version History¶

Last Updated: 2025-12-16 Model Version: account_invoice_line.py Framework: Netforce

This documentation is generated for developer onboarding and reference purposes.