Sales and Invoicing

Last updated: october 25, 2019

Sales and Invoicing


Under Odoo one can choose the customer from the listed option or create a new customer.


Upon clicking CREATE button, you get a creation form like below image:

Under Odoo you have two types of customers:

  • Individual

  • Company

Under Contact and Address Tab

Here you have the option to completely configure a new customer of yours via adding his name, address, phone, mobile, email id, website, his preferred language( to send invoice) , tags( specializations) to make it more specific etc.

Under Sales and Purchase Tab

  • Sales Person:The internal user incharge of this contract.

  • Delivery Method:Default Delivery method used in sales order.

  • Payment Terms:This payment term will be used instead of the default one for the sales order and customer invoice.

  • Pricelist:This pricelist will be used instead of the default one, for sales to the current partner.

  • Barcode:Use a barcode to identify this product from POS.

  • Fiscal Position:Fiscal position determines the taxes/accounts used for this contract.

Under Accounting Tab

  • Bank: The name of the bank, where the customer holds the account.

  • Account number: The customer’s registered account number.

  • Account Receivable: This account will be used instead of the default one as the receivable account for the current partner.

  • Account Payable: The account will be used instead of the default one as the payable account for the current partner.

Internal Note Tab:Internal note is a functional feature that you put comment without disturbing followers. If you want to notify a particular seller, rather than disturbing all others, you can insert an internal note in the customer form.



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