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.
- 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.
- 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.
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.
- 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.