CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
In today’s video, we’re diving into one of the most useful invoice features in Odoo — QR Codes on Invoices. You’ll learn the difference between the QR-code link and the payment QR-code, how to enable them, and what your customers will see when they open the invoice from their email. What You’ll Learn🔎 🔗 QR-code […]
If you’ve made edits to an invoice and need to regenerate its PDF: ✅ If the invoice is still in Draft, you can simply edit it and then click Print or Send & Print—Odoo will create a fresh PDF. ✅ If the invoice is already posted or confirmed, Odoo typically stores an existing PDF attachment […]
In Odoo 19 Accounting, “invoice analysis” is typically done through reporting views and custom filters that let you break down sales or purchase invoices by customer, product, date, taxes, payment status, etc. Here’s a detailed breakdown of how invoice analysis works in Odoo 19: 1. Where to Find Invoice Analysis 👉 Menu Path: ✅ Accounting […]
In Odoo 19 Global Invoicing in POS (Point of Sale), here’s a clear explanation of what that generally means and how to implement it: 🔍 What is “Global Invoice” in Odoo POS? Global Invoice allows you to group multiple POS orders into a single invoice. This is especially useful for: B2B sales where a client […]
In today’s video, we’re showing you how to enable and use Proforma Invoices in Odoo 18 Sales—a great way to share billing information with your customers without generating an official invoice. Unlike quotations, proforma invoices are sent once the sale has already been agreed upon. And unlike final invoices, they don’t trigger taxes or accounting […]
Ever wondered how Odoo 18 assigns those unique numbers to your invoices? In this comprehensive tutorial, we dive deep into “Invoice Sequences” within Odoo 18 Accounting! You’ll discover: Where to locate invoice sequences in your Odoo setup. How to modify existing sequences to fit your business’s numbering conventions. Understanding the structure and logic behind Odoo’s […]
In today’s video, we’re exploring how to use the Deliver Content by Email feature in Odoo 18 Sales. This powerful tool allows you to automatically send product-specific emails—such as invoices, warranty details, manuals, or other important documents—right when the invoice is validated. It’s a smart way to streamline your sales workflow and ensure your customers […]
This video provides an in-depth look at the Invoice Format Editor, a custom module designed for Odoo 18. This module enables users to configure and customize invoice templates effortlessly, ensuring that invoices align with their business requirements. Viewers will gain insights into the module’s key features, how it enhances the invoicing process, and a step-by-step […]
In Odoo 18, you can configure an authorized signatory on invoices by adding a signature field to your invoice templates. Here’s how to set it up: Access the Invoicing Module: Navigate to the Invoicing module from the Odoo dashboard. Modify the Invoice Report Template: Go to Configuration — Templates. Locate the invoice report template, typically […]
The purpose of displaying the total amount in words on invoices is to enhance clarity, professionalism, and security. Here’s a breakdown of the reasons: 1. Clarity and Precision: Reduced Errors: By explicitly stating the amount in words, it minimizes the risk of misinterpretations or errors that might occur due to numerical typos or discrepancies. Enhanced […]