# Bill control policies

> In Odoo's Purchase app, the bill control policy determines the quantities billed by vendors on every purchase order (PO).

Fonte: https://docs.kmee.com.br/en/odoo/18.0/modules/compras/politicas-de-controle-de-faturas/

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In Odoo's *Purchase* app, the *bill control* policy determines the quantities billed by vendors on every purchase order (PO), for either ordered or received quantities.

The policy selected in the *Purchase* app settings acts as the default value, and is applied to any new product created.

## Configuration

To configure the *bill control* policy, navigate to **Purchase app -> Configuration -> Settings**, and scroll down to the **Invoicing** section. Under **Bill Control**, select either **Ordered quantities** or **Received quantities**. Then, click **Save**.

![Selected bill control policy in Purchase app settings.](https://docs.kmee.com.br/odoo/referencias-18.0/img/applications/inventory_and_mrp/purchase/manage_deals/control_bills/control-bills-selected-policy.png)

- **Ordered quantities**: creates a vendor bill as soon as a PO is confirmed. The products and quantities in the PO are used to generate a draft bill.

- **Received quantities**: a bill is created only *after* part of the total order has been received. The products and quantities received are used to generate a draft bill. An error message appears if creation of a vendor bill is attempted without receiving anything.

  ![Bill control policy draft bill error message.](https://docs.kmee.com.br/odoo/referencias-18.0/img/applications/inventory_and_mrp/purchase/manage_deals/control_bills/control-bills-error-message-popup.png)

Note

If a specific product should use a different control policy than selected in the *Purchase* app settings, the **Bill Control** policy for that product can be changed from its product form.

To do that, navigate to **Purchase app -> Products -> Products**, and select a product. From the product form, click the **Purchase** tab. Under the **Vendor Bills** section, modify the selection in the **Control Policy** field.

## 3-way matching

The *3-way matching* feature ensures vendor bills are only paid once some (or all) of the products included in the PO have been received.

To activate *3-way matching*, navigate to **Purchase app -> Configuration -> Settings**, and scroll down to the **Invoicing** section. Then, tick the checkbox for **3-way matching** to enable the feature, and click **Save**.

![Enabled 3-way matching feature in Purchase app settings.](https://docs.kmee.com.br/odoo/referencias-18.0/img/applications/inventory_and_mrp/purchase/manage_deals/control_bills/control-bills-three-way-matching.png)

Important

The **3-way matching** feature **only** works with the **Bill Control** policy set to **Received quantities**.

### Pay vendor bills with 3-way matching

When *3-way matching* is enabled, vendor bills display a **Should Be Paid** field under the **Other Info** tab. When a new vendor bill is created, the field is set to **Yes**, since a bill **cannot** be created until at least some of the products included in a PO have been received.

To create a vendor bill from a PO, navigate to **Purchase app -> Orders -> Purchase Orders**. From the **Purchase Orders** page, select the desired PO from the list. Then, click **Create Bill**. Doing so opens a new draft **Vendor Bill** form, in the **Draft** stage. Click the **Other Info** tab, and locate the **Should Be Paid** field.

Important

The PO selected from the list **must not** be billed yet, or an **Invalid Operation** pop-up window appears. This occurs for POs with a **Received quantities** policy, and a **Fully Billed** **Billing Status**.

![Invalid Operation pop-up window for billed Purchase Order.](https://docs.kmee.com.br/odoo/referencias-18.0/img/applications/inventory_and_mrp/purchase/manage_deals/control_bills/control-bills-invalid-operation.png)

Click the drop-down menu next to **Should Be Paid** to view the available options: **Yes**, **No**, and **Exception**.

![Should Be Paid field status on draft vendor bill.](https://docs.kmee.com.br/odoo/referencias-18.0/img/applications/inventory_and_mrp/purchase/manage_deals/control_bills/control-bills-should-be-paid.png)

Note

If the total quantity of products from a PO has not been received, Odoo only includes the products that *have* been received in the draft vendor bill.

Draft vendor bills can be edited to increase the billed quantity, change the price of the products in the bill, and add additional products to the bill.

If the draft bill's information is changed, the **Should Be Paid** field status is set to **Exception**. This means that Odoo notices the discrepancy, but does not block the changes or display an error message, since there might be a valid reason for making changes to the draft bill.

To process the vendor bill, select a date in the **Bill Date** field, and click **Confirm**, followed by **Register Payment**.

This opens a **Register Payment** pop-up window. From this window, accounting information is pre-populated based on the database's accounting settings. Click **Create Payment** to process the vendor bill.

Once payment has been registered for a vendor bill, and the bill displays the green **Paid** banner, the **Should Be Paid** field status is set to **No**.

Tip

The **Should Be Paid** status on bills is automatically set by Odoo. However, the status can be manually changed by clicking the field's drop-down menu inside the **Other Info** tab.

## View a purchase order's billing status

Once a PO is confirmed, its **Billing Status** can be viewed under the **Other Information** tab on the PO form.

To view the **Billing Status** of a PO, navigate to **Purchase app -> Orders -> Purchase Orders**, and select a PO to view.

Click the **Other Information** tab, and locate the **Billing Status** field.

![Billing status field on a purchase order form.](https://docs.kmee.com.br/odoo/referencias-18.0/img/applications/inventory_and_mrp/purchase/manage_deals/control_bills/control-bills-billing-status.png)

The table below details the different values the **Billing Status** field could read, and when they are displayed, depending on the *Bill Control* policy used.

| Billing Status  | On received quantities                         | On ordered quantities |
| --------------- | ---------------------------------------------- | --------------------- |
| Nothing to Bill | PO confirmed; no products received             | *Not applicable*      |
| Waiting Bills   | All/some products received; bill not created   | PO confirmed          |
| Fully Billed    | All/some products received; draft bill created | Draft bill created    |

See also

Manage vendor bills