Invoicing from Sales Quotations Odoo -15 |Sales invoice

May 27, 2022

Sales invoice is extraordinarily simple with Odoo. The invoicing function is deeply incorporated with Odoo 15 for max accessibility for the users. Understanding and mastering approximately the Invoicing strategies in the usage of Odoo are vital for maintaining performance in commercial enterprise management. This web blog will assist you to apprehend how invoicing works with the Odoo 15 Sales module.

Invoicing Strategies

To explain extra the sales invoicing strategies, we should thru an example.

  • The user is the Salesperson, and he is also the Administrator of a company. The user had an address, one in every one of its guests, on a trade citation, which come successfully.
  • And The user got affirmation in a quotation from the consumer. And now he has to put together the bill for the consumer to make the payment. But earlier than moving into the invoicing strategies.
  • The user has to install the bill primarily based totally on his company’s commercial enterprise policies.

The user has to check the Configurations Settings of Odoo, and below the sale Invoicing coverage portion. can select the coverage that fits his commercial enterprise the most, as proven below.

There are invoicing rules that users can select from, Invoice what’s ordered Or Invoice what’s added. The sales invoice added is a default choice to bill the clients as soon as the income order is confirmed, or Mitchel can click on the Invoice.

What did we add to choose to bill the purchaser as soon as the transport is complete?. Having invoicing alternatives will permit the user to have greater flexibility in bill management. In this, the User has selected to go along with the Invoice that’s Delivered.

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Generating invoices from the Quotations In Odoo

From the Odoo Sales module, the User can make sales Invoices at once from the permitted or purchaser showed income sale quotations. Sales quotations may control and over-viewed from the module’s dashboard, as proven below.

The user can control and assess the real-time records of all of his quotations. I could prove all quotations with their stay popularity on this page. Then users can select from the listing of quotations transformed into income orders to create the invoice, as proven in the picture below.

Now from this page, the User can use the CREATE INVOICE BUTTON for growing the bill. A tab to pick out the bill kind will pop up.

Michell has gone together with a regular bill because the product does any down payments, and click on the CREATE AND VIEW INVOICE button to generate the bill.

User to Edit and Overview

A draft bill web page will open up for the User to edit and overview, as proven below.

  • Users can also edit the mistakes, including the details of the bill, before sending it to the patron. Here Mitchel is sending the bill to the patron named Belgian Customer.
  • The transport info and the alternative info of the bill could be automatic -packed with an appreciation of the records inside the income quotation, so the User would not need to undergo the technique once more to fill in all the statistics.
  • Then under the Sales Invoice traces tab of the configuration page, the User can view the info on the Product or the provider that he’s promoting to the patron.
Enhancing the Invoices

Reconfiguring or enhancing the invoices on this draft degree earlier than sending them to the clients. It will permit the User to save the statistics as well it should be as workable and monitor the integrity of his business.

Post configurations of Odoo, the User can press the CONFIRM button to verify the draft bill and circulate to the following step, as proven within the side of the photograph below.

The subsequent step inside the manor is to ship the bill or sign in the fee for the bill. Here, the User has to ship the bill to the customer, so he has to click on the SEND&PRINT, or he can click on the PREVIEW button to have a preview of the bill.

Then the SEND &PRINT button now will right away deliver the bill to the client.

  • After that users can pick out a way to ship the bill to the consumer, Print it, or send it through Post and Email.
  • Users can configure the Subject and the frame of the mail to accompany the bill. Users can upload more files by pressing the ATTACH A FILE button.

After attaching the files, the user can ship and print the bill by clicking on the SEND & PRINT button to complete the complete process. Mitchel can click on the REGISTER PAYMENT after confirming the consumer price. A check-in price tab will open up.

Create Payment Button

Users can pick out the Journal to comprise the charge information, and they also can pick out the charge approach and input the amount. They may set the receptions financial institution account from the respective field.

After the configurations, the user can click on the CREATE PAYMENT button to create the charge and intend to position the charge with an IN PAYMENT tag, as proven inside the photo below.

Going lower back to the dashboard of the Module, Mitchel can see that it marked the Invoice as in fee as proven inside the picture given below.

Users can click on the Invoices from the listing to view them. This is the way you generate and manipulate the invoices from quotations for the Sales module.

Requesting for a down-payment Method in Odoo

The client can request an initial installment if imperative from the buyer at the stop of the pay contract. So for this User has to pick or choose from the sales invoicing alternatives inside the Create invoices tab as proven inside the picture given below.

Users can also select from the Down payment options, Percentage, or Fixed amount options. For the options, apart from a regular sales invoice. And the User could give a further set of configurations to configure the down payment, as proven inside the picture below.

The user has to be kind inside the down fee quantity in percent with the profits and client taxes. All entered it may index quantities down at the bill for the purchaser to view for making the fee.

Users can select among the alternatives and press the CREATE AND VIEW INVOICE button to create the bill.

After that, you can know inside the bill line the Down charge information. Is full of appreciation of the configurations executed through the User. He can click on the REGISTER PAYMENT button to keep the sales invoicing process.

Invoicing capabilities
  • Invoicing capabilities of Odoo are extraordinarily superior and are deeply incorporated with all the modules in Odoo. With the Odoo 15 Sales invoice module, you may without problems use Odoo invoicing.
  • The capabilities’ extraordinarily superior and user-pleasant nature will make it clean. So that it will manipulate even the maximum complex invoicing approaches results easily with no facts corruption.

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