How to Set Up and Manage Invoicing Policies in Odoo 17? | Manage Odoo 17 Sales Invoicing Policy – CBMS Odoo ERP

Invoicing policy in Odoo determines when a customer gets billed for a sales order. Odoo offers two main invoicing policy options: Invoice what is ordered: This is the default option in Odoo. The customer gets invoiced for the entire ordered quantity when the sales order is confirmed. This works well for situations where you typically […]

#11 Bill Control Policy in Odoo 17 Purchase App | Bill Control in Odoo 17 | Odooo 17 Purchase Videos – CBMS Odoo ERP

A bill control policy is a guideline that determines when and how a vendor is billed for goods or services. It is commonly used in the context of purchase orders, where it dictates the timing and quantity basis for creating invoices. #odoo17 #odoopurchase #odoofunctionalvideos There are typically two main options for bill control policies: Ordered […]

How to Export and Import Customer Invoices in Odoo 17 Accounting – CBMS Odoo ERP

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. […]

#39 How to Send Pro Forma Invoice to Your Customers in Odoo 17 | Proforma Invoice in Odoo 17 Sales – CBMS Odoo ERP

A proforma invoice is a preliminary bill of sale sent to buyers in advance of a shipment or delivery of goods. It provides detailed information about the products or services to be provided, including the quantity, price, and other relevant terms. However, unlike a commercial invoice, a proforma invoice is not a demand for payment […]

How to Config Invoice & Deliver to Different Addresses in Odoo 16 Sales | Odoo 16 Enterprise – CBMS Odoo ERP

People and businesses often use separate addresses for billing (invoicing) and shipping (delivery) purposes. With the Odoo Sales app, contacts can have different specified addresses for delivery and invoicing. #odooenterprise Go to Invoicing ‣ Configuration ‣ Settings and scroll down to the Customer Invoices section. Then, check the box next to Customer Addresses, and click Save.Configure the contact form Please navigate Please navigate […]

How to Setup Automatic Invoice in Odoo 16 Sales App | Odoo 16 Functional Tutorials – CBMS Odoo ERP

This video explains the automatic invoicing in odoo 16. The scheduling of invoices to be issued automatically at a predetermined date and time is known as automated invoicing. This can be set up by business owners using online invoicing packages. On the other hand, one-time invoices can be easily issued manually from mobile devices without […]

How to Configure Invoice Online Payment in Odoo 16 Accounting | Odoo 16 Enterprise Edition – CBMS Odoo ERP

This video explains the invoice online payment feature in the accounting module of odoo 16. #odoofunctionalvideos The Invoice Online Payment feature allows you to make it easier for your customer to pay your invoices, by adding a pay now button to their customer portal so that they can view their invoices online and pay online […]

How to Create Customer Invoice & Payment Management in Odoo 16 Accounting | Odoo Functional Tutorial – CBMS Odoo ERP

To make invoices, transmit them to clients, and handle payments, use the standalone invoicing tool Odoo Invoicing. #odoo16 A feature rich accounting app is Odoo Accounting. With functions like powered invoice identification, synchronization with your bank accounts, intelligent matching suggestions, etc., accountant productivity is at the center of its development. #odooaccounting #odootutorials Connect With Us: […]