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 essential features in Odoo Accounting—creating and managing invoices, vendor bills, and payments. From generating customer invoices and sending them directly to clients, to confirming vendor bills and tracking payments—Odoo helps you keep your finances organized and accurate with real-time accounting integration. What You’ll Learn in […]
In today’s video, we’re taking a closer look at a new feature in Odoo 18.1—Debit Notes for customer invoices. This tool helps you issue additional charges for extra services, corrections, or other updates, without altering the original invoice. Whether you’re billing for an added consulting fee or fixing an undercharge, debit notes give you a […]
In this video, we’re diving into how to manage invoices in multiple languages using Odoo 18. Whether you serve international customers or just want to personalize communication, this step-by-step tutorial shows you how to activate new languages, set language preferences per customer, and automatically generate translated invoices. What You’ll Learn: 🔍 🌍 How to enable […]
In today’s video, we’re setting up an authorized signatory on invoices in Odoo 18 Accounting. Adding a signature to your invoices is a simple but essential step to ensure authenticity, legal compliance, and a more professional look for your business documents. With just a few quick settings, you can make sure every invoice carries the […]
In this video, we’ll show you how to import and export customer and vendor bills using the Odoo QuickBooks Desktop Connector. Learn how to automate synchronization, set specific import dates, and update payment statuses to ensure your data is accurate and up-to-date. Whether you’re managing customer invoices or vendor bills, this step-by-step guide will help […]
The reasons for importing and exporting customer invoices can vary depending on the specific context and needs of the business. #odoo17 #odooaccounting #odoofunctionalvideos Here are some common scenarios: Importing Invoices: Integration with other systems: Invoices might be imported from other systems like e-commerce platforms, point-of-sale systems, or accounting software to consolidate all billing information in one central location. […]
In Odoo, the purpose of importing customer invoices and vendor bills is to efficiently and accurately enter large volumes of financial transactions into the system. #odoo16 Video Chapters 00:00 – Introduction 00:48 – Import customer Invoice 12:12 – Import vendor bill Odoo is an open-source ERP (Enterprise Resource Planning) software that helps businesses manage various […]
Accuracy in invoice management is essential to preserve the revenue and workflow of an organization. Invoice is a necessary part of all account-related activities in a company. #odoo16 It is possible to lessen the tasks of proper recording through correct financial management in a firm. Reliability in accounting transactions enriches a company’s sales growth with […]
It is essential for your business to collect payments when they are overdue. Odoo will help you identify payments that are late and will allow you to send the appropriate reminders. Normally almost all the customers will pay at the right time. Still, there are customers who keep delaying or due payment. In such cases, […]
This video describes how you can import Customer Invoices in Odoo 14. You can import customer invoices data using either Excel (.xlsx) or CSV (.csv) formats. First Go to Accounting – Customers – Invoices and from the view select few records and come under action – click Export. Now you can see a window where […]