Hello Nelson,

  In Odoo, managing accounts receivable without a confirmed invoice is a bit unconventional but possible through creative use of the system's features. Here's a recommended approach based on best practices:

  1. Use the Sales Order as a basis for tracking amounts due. Although not standard, it allows you to record commitments.

  2. For received payments before invoice confirmation, utilize the Customer Deposits feature. This lets you record payments against future invoices.

  3. Create a draft invoice (but do not confirm it) to track the amount owed. This draft can be updated as the project progresses and payments are made.

  4. Regularly review the Sales Order and draft invoice to monitor the customer's balance. This requires manual oversight but ensures you have an up-to-date view of accounts receivable.

  5. Once the project is complete, confirm the draft invoice, adjusting for any deposits or payments made. This final step formalizes the receivable in your accounting.

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