How to Collect Down Payments in Odoo 18 Sales | Odoo 18 Sales Tutorials | Odoo 18 Functional Videos – CBMS Odoo ERP

Need to collect advance payments before delivering a product or service?  In this video, we’ll show you exactly how to create and manage down payments in Odoo 18 Sales using real-world business scenarios.   Whether you’re running a manufacturing business, selling services, or managing large orders — down payments help secure revenue and reduce risk. […]

How POS Mobile App Transforms the Way You Manage Sales, Products, & Payments — From Your Phone/Tab – CBMS Odoo ERP

Running your store just got smarter — and simpler. Discover how the POS Mobile App transforms the way you manage sales, products, and payments — right from your phone or tablet. In this video, explore how the app empowers you to: ✅ Access and manage POS sessions across multiple stores ✅ Browse your full product […]

How to Manage Group Payments in Odoo 18 | Odoo 18 Accounting Tutorial – CBMS Odoo ERP

In this video, we’ll walk you through how to manage Group Payments in Odoo 18 Accounting. This feature allows businesses to process multiple payments at once, simplifying financial operations and saving time. Instead of handling each payment separately, Odoo 18 lets you combine multiple invoices or bills into a single transaction. What You’ll Learn: ✨ […]

How to Block and Unblock Payments in Odoo 18 Accounting | Odoo Accounting Tutorials – CBMS Odoo ERP

In this video, we’ll explore the payment blocking and unblocking feature in Odoo 18 Accounting. This new feature allows you to strategically delay payments on invoices, giving you more control over your accounting. Whether you want to temporarily prevent payments for disputed invoices, manage cash flow, or ensure compliance with internal approval workflows, this tool […]

Odoo QuickBooks Connector | How to Import Customer Payments | Odoo & QuickBooks Desktop Integration – CBMS Odoo ERP

In this video, we’ll show you how to import customer payments from QuickBooks Desktop to Odoo using the Odoo QuickBooks Desktop Connector. Learn how to update your payment list without duplicates, set import date ranges to filter relevant data, and automate future imports with cron jobs. Watch now to maintain a smooth accounting workflow and […]

Bill/PO Matching & Down Payments in Odoo 18 Purchase App | Odoo 18 Down Payments on Purchase Orders – CBMS Odoo ERP

Company forms, verifies, and issues a purchase order to a vendor for €100.00 for ten products or services. To finalize the order, the vendor requests a 10% deposit or down payment. We get a charge for €100.00 for one time down payment (no product). The purchase matching smart button may be seen on the bill, and it shows the order lines as well as the down payment. Choose both, then click “Add to PO.” Increase the down payment. The PO now has a new down payment line with a billed quantity. (Editing this line should be prohibited.) We also receive the final invoice for a total of €900.00 when we receive the inventory: Ten items/services at €100.00; down payment reduction: one product at €100.00 (label only); Four matchable lines are now displayed by Purchase Matching: the PO line for goods or services, the bill line for the same goods, The lines for the down payment paid on the bill and the down payment line from the PO The product lines and purchase order will be designated as completely invoiced when all lines are selected and “Match” is clicked. This will link the down payment lines and reduce the billed quantity to zero. #Odoo18 #Odoo #PurchaseApp #BillPOMatching #DownPayments #Procurement #ERP #BusinessEfficiency #Accounting #Finance #PurchaseOrders #BillMatching #OdooTutorial #ERPSoftware #OdooPurchaseApp #OdooFinance #BusinessManagement #AccountingSoftware Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ Twitter: ➡️ LinkedIn: ➡️ Facebook: ➡️ Instagram: ➡️ Pinterest: #BillPO #Matching #Payments #Odoo #Purchase […]

What is Batch Payment in Odoo 17 Accounting | How to Group Payments Into a Single Batch in Odoo 17 – CBMS Odoo ERP

Odoo 17 Accounting offers a convenient batch payment feature that allows you to process multiple payments simultaneously, saving you time and effort. Here’s a step-by-step guide on how to use it: 1. Access the Batch Payments Screen: Open Odoo 17 Accounting and navigate to the “Payments” menu. Click on the “Batch Payments” option. 2. Create […]