Odoo 14 Community Edition

Accounting Dashboard

The invoicing module of the community edition allows you to manage all the accounting features of your company in a well-organized manner. When you enter the Odoo accounting module, you can view an accounting overview window as shown below where you can view a step-by-step accounting onboarding banner and it is composed of four steps as Company data, Bank accounts, Accounting periods, Chart of accounts. This onboarding banner is displayed until you select to close it. The image of the onboarding banner is depicted below.

Odoo 14 Invoicing Module

Under the on boarding banner, you can view the advanced options and can conduct the customer invoices operations, new invoice generation, create and upload vendor bills, connect with the bank and create statements, and many more from the accounting dashboard itself. The image of the window is depicted below.

Odoo 14 Invoicing Module

There you can view three dots available at the upper right corner of each tab. By selecting these dots you can view a new dropdown menu where you have different options such as View, New, and Reporting. Under the view option of the customer invoices tab, there are options to access the invoices, credit note windows. You can also create new invoices and credit notes under the New option available. Likewise, we can view these options under each operation.

Odoo 14 Invoicing Module

To create new invoices you can select the Create option and you will be depicted with the new creation window where you can allocate the customer from the dropdown menu, delivery address for the current invoice, and you can provide the payment reference to set on journal items. Moreover, you can specify the invoice date, due date, along with the journal entry. The image of the window is depicted below.

Odoo 14 Invoicing Module

Under the Invoice Lines, you can add products with respect to the sales to the invoice by clicking on the Add a line option. You can also add a section and a note by selecting the respective option.

Odoo 14 Invoicing Module

Under the Other info tab, you can specify the invoice details such as customer reference, salesperson, sales team, recipient bank which is the bank account number to which the invoice will be paid. If it is a customer invoice or vendor credit note, a company bank account number is needed. Otherwise, a partner bank account number is enough. Additionally, you can provide the payment QR- code. Along with these details, you can also allocate the company, incoterms, fiscal position, cash rounding method. Moreover, you can enable the option Post automatically to automatically post at its date. Also, you can enable the TO check option when you are not sure of all the related information at the time of the creation of the move and that the move needs to be checked again.

So far we were discussing the accounting dashboard and how to create new invoices in the Odoo platform. Now let us have a look at the various configurations available on the platform.



Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635



Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.



Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

Send Us A Message