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 […]

How to Manage Customer Payment Follow-Ups in Odoo 18 | Odoo Accounting Tutorial – CBMS Odoo ERP

In this tutorial, we’re exploring how to manage customer payment follow-ups in Odoo 18 Accounting—a must-know feature for businesses looking to reduce overdue invoices and streamline their collection process. Odoo makes it easy to configure follow-up levels, send reminders automatically or manually, and track overdue payments without missing a beat. Whether you’re managing a few […]

What is a Down Payment in Odoo | How to Calculate Down Payment in Odoo | Odoo New Features – CBMS Odoo ERP

Down payment = pay part upfront to secure the deal! It helps businesses get cash faster and confirms the order. #Odoo #OdooTutorial #Odoo19 #Odoo18 #OdooAccounting #DownPaymentOdoo #OdooFeatures #OdooERP #OdooTips #OdooForBusiness #OdooFinance #OdooDownPayment #OdooNewFeatures #SalesManagement #AccountingSoftware #AdvancePayment #FinancialManagement #OdooTraining #OdooCommunity Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ […]

How to Set Up Payment Terms & Terms and Conditions in Odoo 18 | Odoo Accounting Tutorial – CBMS Odoo ERP

In today’s video, we’re exploring how to configure Payment Terms and Terms & Conditions in Odoo 18 Accounting. These two features help you clarify expectations with your customers, streamline your billing process, and ensure you get paid on time. Terms & Conditions let you include important legal or policy information—like return policies, disclaimers, or warranty […]

Payment Follow-Up via WhatsApp in Odoo 18.1 Accounting | Odoo 18.1 Accounting Tutorials | Odoo 18.1 – CBMS Odoo ERP

Tracking via WhatsApp Use WhatsApp messages in the tracking levels. #Odoo18 #OdooAccounting #OdooTutorial #WhatsAppPayments #AccountingAutomation #ERP #BusinessTips #PaymentFollowUp #CashFlow #FinancialManagement #BusinessSoftware #SmallBusiness #AccountingSoftware #Odoo18 #Odoo18Accounting #Odoo18PaymentFollowUp #Odoo18WhatsAppAutomation #WhatsAppAutomation #InvoiceReminders #BusinessAutomation #Odoo18Tutorials Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #Payment #FollowUp #WhatsApp #Odoo #Accounting […]

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 […]