How to Generate a Payment Link in Odoo 19 | Odoo 19 Sales Tutorials | Odoo 19 Functional Tutorials – CBMS Odoo ERP

Odoo 19 generating a payment link typically involves using Odoo’s eCommerce, Sales, or Invoicing modules in combination with a payment acquirer (like PayPal, Stripe, etc.). Here’s how to generate a payment link for an invoice or sales order in standard Odoo ✅ Prerequisites Install required modules: Invoicing (Accounting) Website Payment Acquirers (Stripe, PayPal, etc.) Portal […]

What’s a Milestone in a Sales Order in Odoo 18 | Odoo 18 Sales Tutorials | Odoo 18 Sales | Odoo 18 – CBMS Odoo ERP

Ever wondered how to break down service delivery into phases and get paid as you go? That’s exactly what Milestones in Odoo Sales Orders are designed for. In this video, we give you a complete functional explanation of how milestones work in Odoo — and how they transform your sales and billing workflows. What You’ll […]

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

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 […]

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

In Odoo, automatic invoicing is a feature that allows you to generate invoices automatically under specific conditions. This can streamline your invoicing process and reduce manual effort.   How it Works: Enable Automatic Invoicing: Go to Sales — Configuration — Settings. Under the Invoicing Policy section, select “Ordered Quantities”.   Enable the “Automatic Invoice” option. […]

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

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How to Manage Currencies in Odoo14 Community | Multi-currencies in Odoo 14 – CBMS Odoo ERP

Choosing to use the multi-currency option in Odoo will allow you to send sales invoices, quotes, and purchase orders or receive bills and payments in currencies other than your own. With multi-currency, you can also set up bank accounts in other currencies and run reports on your foreign currency activities. #odoo14 #odoo #odoo14community #managecurrencyinodoo #odooerp […]