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 […]
Consolidated billing is the method of combining multiple subscriptions of a customer into a single invoice. Typically, at the end of every subscription cycle, individual invoices are generated to collect payment from the customers. Businesses can charge clients for goods or services at regular intervals, like weekly, monthly, or annually, or on a customized time frame, […]
Upselling is a sales strategy where a seller encourages a customer to purchase a more expensive or upgraded version of a product or service or to add on additional items. The goal is to increase the overall value of the sale and maximize revenue.Upselling is the process of delivering a higher quantity than the ordered […]
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 […]
The process of configuring invoice process for a customer is known as Automatic Invoice. Customer invoicing is a crucial part of most business processes when selling a product or service. A customer gets notified about product details such as price, quantity, and more from an invoice. It is easy to know the total cost of […]
A separate discount account on an invoice refers to the accounting practice of recording discounts in a distinct account rather than combining them with the revenue or expense accounts. This separation allows for better tracking and reporting of discounts, providing transparency in financial statements. When a business provides discounts to customers, whether they are trade […]
Let’s see how to customize the invoice template in Odoo 17. Go to the general settings of odoo. under the company section, you can customize the invoice template click on Configure document layout Here, you can set the layout and font. As you have given the logo of the company while creating the company, the company […]
Lets see how to get total and subtotal in #odoo17 1. Go to the accounting module , choose a report from the reporting tab. Here we couldn’t get the total and subtotal. 2. Now go to configuration settings enable total and subtotal in reports and save the changes. 3. You could find the change in […]
Reordering from a portal typically refers to the process where customers or clients use an online portal or platform to place repeat orders for products or services they’ve previously purchased. This approach simplifies the ordering process, especially for items that customers regularly need. #odoowebsite #odoo16 #odoofunctionalvideos Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@cybrosys.com […]
Upselling is a marketing strategy used by many companies to sell a more expensive or profitable product. This would include more profitable margins or better pricing and sometimes even add-on products. Video Chapters 00:00 – What is Subscription? 01:01 – How to Configure Subscription Plan 08:11 – How to Renew Subscription 12:11 – How to […]
