Erp-Training

Invoicing management

Invoicing module helps you to turn quotes into invoices with minimal effort

Bill automatically based on SO, delivery orders, contracts or time and material

  • Create invoices based on quotes sent to your clients.
  • Send professional looking invoices directly to your clients in just a click.
  • Automatically send them by email as a PDF attachment or print and send them by post.

Manage invoices

  • Create customer invoices : Issue clear, complete and professional invoices in seconds.
  • Print or send by email : Print a hard copy of your invoices to send them by post or send them by email.
  • Issue refunds : Create credit notes and manage reimbursements.
  • Multi-company rules : Automatically mirror orders and invoices in multi-company setup (Create a sales orders in company A and automatically Odoo generates a Purchase Order in company B).
  • Address autocomplete : Enter a valid VAT number and Odoo will autocomplete the name and the address of the customer (Europe only).
  • 3-Way matching payments : Compare what you have received with the vendor bill to release an invoice for payment.
  • Manage supplier invoices : Record supplier invoices in the system to manage payments and integrate them into accounting.
  • Handle recurring invoices : Set the frequency of invoicing for products in accordance with contract specifications.
  • Include Incoterms : Use Incoterms standards to make sure you have the right terms on your contracts.
  • Payments terms : Simple management view.
  • Customers payments : Batch deposit available. Customer Statements: manage the follow-up from a single simplified interface.

Handle payments

  • Invoices overview : Get a broad view on all invoices and filter them by status.
  • Import bank statements : Automatically link payments to your bank accounts with existing invoices by importing your bank statements into the system. Synchronization with 24000 banks mostly in US, Australia and New-Zealand. Importation of files in format: OFX, QIF, CSV, CODA.
  • Multiple currencies : Allow customers to pay in their currency with an automatic currency converter and record gains and losses for each conversion. Automatic update of currency rates base on a chosen frequency: daily, weekly, monthly.
  • Get paid online : Send your invoices by email and add a link to Authorize, Paypal, Ingenico, Buckaroo or Adyen to get paid quickly, easily and securely.
  • Automate follow-ups : Create steps and automated actions to be taken by the system in case of a payment issue.
  • Payments:
    SEPA payments. Check printing in US format.
  • Batch Payments : Select multiple vendor bills and pay them all at once. Work to credit a batch of customers via SEPA Direct Debit or credit card tokens.

Reports

  • Full accounting reports : Get complete reports for journals, legal statements, chart of accounts, etc.
  • Sales reports : Get direct access to key information with dynamic and customizable dashboards.