How to Configure Proforma Invoice in Odoo 18 Sales | Odoo 18 New Features | Odoo 18 Sales | Odoo 18 – CBMS Odoo ERP

A proforma invoice is a preliminary invoice that serves as a commercial document issued by a seller to a buyer. It outlines the terms and conditions of a potential sale, including the description of goods or services, quantity, price, and payment terms. However, unlike a regular invoice, a proforma invoice is not a legal document […]

How to Manage Catalog View in Invoice & Bill in Odoo 18 | Odoo 18 Accounting | Odoo 18 New Features – CBMS Odoo ERP

The catalog view in Invoicing in Odoo is a powerful tool that allows you to manage your products and services efficiently. It provides a comprehensive overview of all your catalog items, including their names, descriptions, images, prices, and other relevant information. – Product management: You can create, edit, and delete products and services directly from […]

How to Register Payment Against Draft Invoice in Odoo 18| Odoo 18 New Features| Odoo 18 Release Date – CBMS Odoo ERP

1. Open the Draft Invoice: Go to the “Sales” app and select “Invoices.” Find the draft invoice you want to pay and click on it to open it. 2. Open the Payment Register: In the invoice form, locate the “Payments” section. Click the “Register Payment” button. 3. Enter Payment Details: In the “Payment Register” window, […]

How to Configure Authorized Signatory on Invoice in Odoo 18| Odoo 18 Authorized Signatory on Invoice – CBMS Odoo ERP

An authorized signatory is an individual legally empowered to sign documents on behalf of a company or organization. In the context of an invoice, this person is typically responsible for approving the invoice’s contents and authorizing its issuance. Importance of an Authorized Signatory Legal Validity: The signature of an authorized signatory lends legal validity to […]

How to Create Invoice Upon Email in Odoo 17 Accounting App | Odoo 17 Functional Tutorials – CBMS Odoo ERP

The core purpose of creating invoices upon emails in Odoo is automating the initial stages of invoice creation and streamlining the overall invoicing process. There are several benefits to creating invoices upon emails in Odoo, especially when compared to manual data entry: Increased Efficiency: Saves time by automating invoice creation instead of manual data entry […]