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Tag: odoo accounting

How to Set Up & Manage Invoicing Policies in Odoo 18 | Invoicing Policy in Odoo 18 Sales | Odoo 18 – CBMS Odoo ERP
Odoo 18

How to Set Up & Manage Invoicing Policies in Odoo 18 | Invoicing Policy in Odoo 18 Sales | Odoo 18 – CBMS Odoo ERP

lllll #Odoo18 #InvoicingPolicies #OdooInvoicing #SalesModule #OdooTutorial #BusinessTips #BillingAutomation #OdooERP #OdooSales #InvoiceSetup #OdooCommunity #OdooEnterprise #odoo #odootips #odooerp #invoicing #accounting #business #smallbusiness #midmarket #enterprise #software #opensource #automation #productivity #efficiency #sales #marketing #finance #ERP #CRM #Odoo18NewFeatures #Odoo18Features #Odoo18ReleaseDate #Odoo18Release Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@cybrosys.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: […]

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

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 […]

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

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 […]

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How to Unblock Payment in Odoo 18 Accounting | Odoo 18 Accounting Tutorials | Odoo 18 New Features – CBMS Odoo ERP
Odoo 18

How to Unblock Payment in Odoo 18 Accounting | Odoo 18 Accounting Tutorials | Odoo 18 New Features – CBMS Odoo ERP

To unblock a payment in Odoo 18 Accounting, you can follow these steps: Go to the “Payments” menu. This is usually located under the “Accounting” app. Search for the payment you want to unblock. You can use the search bar or filters to find the specific payment. Open the payment record. Click on the payment […]

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How to Configure Cash Basis in Odoo 17 Accounting | Odoo 17 Accounting Tutorials | Odoo 17 Tutorials – CBMS Odoo ERP
Odoo 17

How to Configure Cash Basis in Odoo 17 Accounting | Odoo 17 Accounting Tutorials | Odoo 17 Tutorials – CBMS Odoo ERP

Cash basis accounting is a method of recording revenue and expenses only when cash is received or paid out. This means that transactions are recognized based on their actual cash flow, rather than when they are earned or incurred.   Key points about cash basis accounting: – Revenue Recognition: Revenue is only recorded when cash […]

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How to Manage Post Dated Cheque PDC in Odoo 17 Accounting | Post Dated Cheque Management in Odoo 17 – CBMS Odoo ERP
Odoo 17

How to Manage Post Dated Cheque PDC in Odoo 17 Accounting | Post Dated Cheque Management in Odoo 17 – CBMS Odoo ERP

PDC (Post-Dated Cheque) is a feature in Odoo 17 Accounting that allows you to manage cheques that have been issued but not yet cashed. It’s a useful tool for tracking and managing future payments. Here’s a breakdown of how PDC works in Odoo 17 Accounting: Creating a PDC: 1. Go to the “Accounting” app. 2. […]

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How to Configure Reconciliation Models in Odoo 17 Accounting | Odoo 17 Accounting Tutorials| Odoo 17 – CBMS Odoo ERP
Odoo 17

How to Configure Reconciliation Models in Odoo 17 Accounting | Odoo 17 Accounting Tutorials| Odoo 17 – CBMS Odoo ERP

Reconciliation models in Odoo 17 Accounting are essential tools for ensuring the accuracy and consistency of your financial data. They provide a structured framework for matching bank statements with corresponding journal entries, identifying discrepancies, and resolving them efficiently. 1. Button to generate counterpart entry The exact type of button to generate a counterpart entry in […]

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Loan Management in Odoo 18 Accounting | New Loan Management Feature in Odoo 18| Odoo 18 New Features – CBMS Odoo ERP
Odoo 18

Loan Management in Odoo 18 Accounting | New Loan Management Feature in Odoo 18| Odoo 18 New Features – CBMS Odoo ERP

Odoo 18 Accounting provides a comprehensive loan management system that allows you to effectively track and manage loans within your organization. Here are the key features and functionalities of loan management in Odoo 18 Accounting: 1. Loan Creation and Management: – Create new loans with detailed information such as loan amount, interest rate, repayment schedule, […]

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How to Configure Credit Card in Odoo 18 Accounting | Credit Card in Odoo 18 | Odoo 18 New Features – CBMS Odoo ERP
Odoo 18

How to Configure Credit Card in Odoo 18 Accounting | Credit Card in Odoo 18 | Odoo 18 New Features – CBMS Odoo ERP

Odoo 18 Accounting provides a comprehensive module for managing credit cards, allowing businesses to efficiently track and process credit card payments. Here’s a breakdown of the key features and functionalities: Key Features: – Payment Processing: Seamlessly integrate with popular payment gateways like Stripe, PayPal, and Authorize.net to process credit card payments directly within Odoo. Configure […]

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