Guide / Copilot for Odoo / Write
Post invoices
Post draft invoices: Odoo numbers them and, if your Odoo is set up for it, it can send them to the AEAT (the Spanish tax agency). That's why it always asks for approval.
Requirements
| Plan | Team or Business: you do it from the Revisión de facturas en borrador (Draft invoice review) playbook. |
|---|---|
| Permission in Conectores ERP | Publicar facturas (Post invoices): «Preguntar» (Ask) or «Bloquear» (Block), never «Permitir» (Allow). By default, Preguntar. |
| Your Odoo user | Accounting: Invoicing (account.group_account_invoice) or higher. |
| In Odoo | The invoices, in draft and complete (customer or vendor, date, lines). If you use VeriFactu, TicketBAI or SII, Odoo does whatever it's set up to do when it posts. |
What it does
- Run the Revisión de facturas en borrador playbook from Playbooks (for customer or vendor invoices).
- The Copilot reviews the drafts, flags the ones that can't be posted and proposes field fixes (with Create and update).
- It proposes posting the ones that are correct, on a card.
- When you approve, each invoice is checked again (it's still a draft and unchanged) and posted with your user. Only Odoo's «Publicar» (Post) action runs: nothing else.
How to use it
- Post the drafts that are correct
- Post only the Azure Interior one
The approval card
A table with each invoice (number, company, date and total), the warning «Publicar numera las facturas y no se puede deshacer desde aquí.» (Posting numbers the invoices and can't be undone from here.) and the red Aprobar y publicar (Approve and post) button.
Troubleshooting
Quoted text is exactly what the app shows, in Spanish, followed by what it means. When the Copilot can't propose something, it explains why in the chat, in its own words.
| What you see | Why | What to do |
|---|---|---|
| «Los playbooks están incluidos en los planes Team y Business.»Means: Playbooks are included in the Team and Business plans. | Your plan is Pro. | See Plan and billing. |
| «Tu usuario de Odoo no tiene permiso para esta operación. Pide a quien administra tu Odoo que te dé acceso.»Means: Your Odoo user doesn't have permission for this operation. Ask your Odoo administrator to give you access. | Your Odoo user can't post invoices. | Ask your Odoo administrator for the Invoicing group. |
| No aplicado: el registro cambióMeans: Not applied: the record changed | The invoice was posted or changed in Odoo after the proposal. | Review it in Odoo. If it's still a draft, ask for the proposal again. |
| «Odoo rechazó el cambio: …»Means: Odoo rejected the change: … | The invoice is missing something that Odoo requires to post it (the text is Odoo's). | Fix it (with the Copilot or in Odoo) and propose it again. |
| «Un administrador ha bloqueado este tipo de cambio.»Means: An admin has blocked this type of change. | An admin blocked the permission after the proposal. | Ask an admin to change it on the Permisos (Permissions) page. |
| «La propuesta ha caducado. Pide al Copiloto que la rehaga.»Means: The proposal has expired. Ask the Copilot to redo it. | 24 hours passed without a decision. | Ask for the change again. |