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How to Configure Default Terms & Conditions in Odoo 16 Accounting?

Functional Odoo 16 Accounting

Specifying conditions and terms is necessary to set out various delivery or payment terms among sellers and customers. A seller can provide official information about company policy and products through default terms. In contrast, each customer access essential conditions before committing to a firm. Odoo ERP support makes it easy to specify default terms and conditions for quotations or invoices. The Odoo 16 Accounting module helps insert various conditions and terms per the company's requirements for customers. 

This blog enables users to configure default conditions and terms within the Odoo 16 Accounting. 

The legal agreements between the vendor and customer are usually found in documents, including quotations, invoices, or orders considered default terms and conditions. Adding some frameworks for customers is vital to ensure the invoices are paid correctly. Let's check out how to configure terms and conditions in a default manner within Odoo 16. 

Activate Default Terms and Conditions in Odoo 16 

Before specifying several terms on the invoice, the user must enable the Default Terms and Conditions feature from Odoo 16. Click the Settings menu in Odoo, and you can access the Customer Invoices section on the open page. At the end of the Customer Invoice section, enable the Default Terms & Conditions field to apply various terms at the bottom of your orders/invoices/quotations, as depicted in the screenshot below.

How to Configure Default Terms & Conditions in Odoo 16 Accounting?-cybrosys

The application of default conditions takes place on invoices in two ways as Add on Note and Add a link to a Web Page. First, let's view the process of adding a note on invoices in the Accounting application. For that, activate the Add a Note option below the Default Terms & Conditions field and click the SAVE icon marked in the screenshot below.

How to Configure Default Terms & Conditions in Odoo 16 Accounting?-cybrosys

To Add a Note on Invoices within Odoo 16 Accounting 

Users can set different terms and conditions after activating the Add a Note option from the Settings window. Choose the Invoices menu below the Customers tab in Odoo 16 Accounting. In the Kanban view of the Invoices window, we can see the details of each invoice separately. It includes the company name, revenue, date, status, etc. We can generate a new invoice by clicking on the NEW button, as cited in the screenshot below.

How to Configure Default Terms & Conditions in Odoo 16 Accounting?-cybrosys

On the open page, select your customer, and the Delivery Address of the respective partner is accessible to you. Later, you can set the start date of the invoice in an Invoice Date field and the last day on the Due Date option, as portrayed in the screenshot below.

How to Configure Default Terms & Conditions in Odoo 16 Accounting?-cybrosys

Select your specific journal within the Invoices window and click the Add a line option to pick a product for a customer invoice below the Invoice Lines tab, as presented in the screenshot below.

How to Configure Default Terms & Conditions in Odoo 16 Accounting?-cybrosys

We pick one quantity of LED Lamp inside the Invoice Lines tab, and the total amount of customer invoices are obtainable at the right end, as portrayed in the screenshot below.

How to Configure Default Terms & Conditions in Odoo 16 Accounting?-cybrosys

At the bottom of the Invoice Lines tab, the user can specify terms and conditions for the customer invoice. Users can customize these sorts of requirements for every situation. Your applied default terms and conditions are also visible for the new invoice of a customer.

How to Configure Default Terms & Conditions in Odoo 16 Accounting?-cybrosys

By printing out the invoice, you can identify the added terms and conditions mentioned in the screenshot below.

How to Configure Default Terms & Conditions in Odoo 16 Accounting?-cybrosys

So, applying default conditions for a customer invoice is easy based on company needs. 

Add a Link to the Web Page in the Customer Invoice

Inside a Customer invoice, the user can quickly mention a link related to the webpage. Before that, you must activate the particular feature from the Odoo 16 Settings. Click the Settings menu in Configuration, and the Customer Invoices section is obtainable to you. Select the Add a link to a Web page option and activate the Default Terms & Conditions field, as noted in the screenshot below.

How to Configure Default Terms & Conditions in Odoo 16 Accounting?-cybrosys

Users can apply links in specific invoices, quotations, or orders by activating the Add a link to Web Page. You can see a URL below the Add a link to a Web Page option. It is possible to edit it by clicking on Edit in the Website Builder option. Additionally, a URL preview is available by selecting the Preview option at the end of Default Terms & Conditions.

How to Configure Default Terms & Conditions in Odoo 16 Accounting?-cybrosys

Press the SAVE button to enable your specific feature in the Odoo 16. Next, we can develop an invoice by choosing the Invoices menu from the Customers tab. Click the NEW button in the Invoices window to generate a new one for the buyer.

How to Configure Default Terms & Conditions in Odoo 16 Accounting?-cybrosys

In the open screen, choose your customer, and the delivery address of the recent customer invoice is accessible in the Delivery Address field. Afterward, pick the start date of the invoice in the Invoice Date field as defined in the screenshot below.

How to Configure Default Terms & Conditions in Odoo 16 Accounting?-cybrosys

Users can set the invoice terms for customers within the Payment Terms field. Additionally, choose your journal with a specific currency. You can apply product data after clicking the Add a line option in the Invoice Lines tab.

How to Configure Default Terms & Conditions in Odoo 16 Accounting?-cybrosys

Choose your specific item; the total price is visible at the end. Users can add a link at the bottom of the Invoice Lines tab, as specified in the screenshot below.

How to Configure Default Terms & Conditions in Odoo 16 Accounting?-cybrosys

Added URL by the user assists the customer in quickly knowing about the terms and conditions of chosen product. Hence, applying a particular web link in a default manner within an invoice is easy. After saving the details, click the CONFIRM icon in the Invoice window.

How to Configure Default Terms & Conditions in Odoo 16 Accounting?-cybrosys

Click the Print icon to view the preview of the customer invoice. In the downloaded draft invoice, we can access the terms and conditions applied to the customer invoice, as presented in the screenshot below.

How to Configure Default Terms & Conditions in Odoo 16 Accounting?-cybrosys

Selecting the PREVIEW button in the Invoice window helps you to move toward the website page. The applied link below the Invoice Lines tab is obtainable on the Website of the customer preview portal, as portrayed in the screenshot below.

How to Configure Default Terms & Conditions in Odoo 16 Accounting?-cybrosys

Hence, it is easy to set a link on the website page of invoices or quotations in the Odoo 16. 

Using the Accounting application of Odoo 16, we can quickly manage default terms and conditions on invoices or orders. A firm can easily add specific product requirements within the customer invoice by implementing ERP software.


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