Odoo 14 Community book

Invoices

Invoices are the commercial document sent by a seller of products and services to the customer. In simple words, it is the written agreement between the seller and the buyer. The seller can send an invoice to the customer after confirming the sale order. The invoices include all the information on sales transactions such as product details, quantities, prices, payment terms, and much more.

odoo-sales-invoice

If you click on the Create Invoice button you will be navigated to a new window as shown below.

odoo-sales-invoice

Here in this window, you can view the different options for creating invoices such as:

  • Regular invoice
  • Down payment ( Percentage)
  • Down payment (Fixed amount)

When you are selecting the down payment option, you will be available with two options. That is a fixed amount and the percentage of the total amount which allows the customer to pay a percentage of the amount while ordering with the agreement that the remaining amount will pay later. The next field Down payment amount means the percentage of the amount to be invoiced in advance, taxes excluded. Then you can allocate the Income account from the drop-down menu and it is the account used for deposits. Moreover, you can specify the taxes used for deposits under the field Customer taxes.

After providing all the required information you can select the Create and view invoice button available in the left bottom of the window. This action will lead you to the new window as depicted below.

odoo-sales-invoice

This is the invoice that we created for the down payment and now it is in the Draft state. Here you have the provision to make necessary changes in the invoice by selecting the Edit button available.

You can also see the website view of the invoice by clicking on the Preview button. The image of the window is depicted below.

odoo-sales-invoice

For confirming the invoice, you can click on the Confirm button. This action will lead you to the new window where the invoice is labeled as PAID. The image of the window is depicted below.

odoo-sales-invoice

Here in the window you will see a Send & Print button available on the left top corner of the window. By selecting this button you will be directed to the Send invoice window where you will get a default email template as shown below which can be edited.

odoo-sales-invoice

Now you can register your payment by selecting the Register Payment button available. If you click on this button you will receive a popup window as shown in the below image where you can register the payment.

odoo-sales-invoice

In this window, you can allocate the Journal along with the Recipient Bank Account. Moreover, you can allocate the Amount, Payment Date, and Memo. After filling in all the required fields, click on the Validate button. This action will lead you to the Invoice window which shows that the invoice has been PAID.

odoo-sales-invoice

The Refund option is also available in the module. Let us discuss the option in detail.

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location

Calicut

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

location

Kochi

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

location

Bangalore

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

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