Sales and Invoicing

Last updated: october 25, 2019

Sales and Invoicing


Post confirming the sale order from the client, next you can send the invoice to the customer. Seller can send the invoice to the customer containing the sale transaction info such as products, quantities, agreed prices and so forth. Payment terms are also stated in the invoice.

Upon clicking the CREATE invoice button, you will be navigated to a new window like below:

You have the options like:

  • Regular Invoice

  • Down Payment (percentage)

  • Down Payment (Fixed Amount)

Upon selecting a down payment option,you have two options- fixed amount and percentage of the total amount. You can select here the income account and a tax setting that will be used for every following down payments.

Upon clicking the CREATE AND VIEW INVOICE BUTTON, you will be navigated to new window like below:

You can see the invoice for the down payment:

As this is a DRAFT INVOICE, one can make necessary changes in the invoice here via clicking the EDIT button.

Upon clicking the PREVIEW button, one can see the website view of the invoice.

In case, there is no changes to be made, one can confirm it via clicking the button POST.

Upon clicking the POST button, you will be navigated to new window like below:

Click SEND & PRINT button to send the invoice.

A default email template will be opened.

Also one can configure the document layout of the invoice here.

You can make desired changes in the document layout such as adding background to the invoice, adding boxes, logos, changing colors and fonts etc. One can also add company tagline and footer in the invoice.

Print out of the invoice looks like below:

The next step is Registering Payment.

Upon clicking the REGISTER PAYMENT button, you will be navigated to new window like below:

Here, you can select the Journal

And Payment Method

Upon clicking the VALIDATE button, you will be navigated to a fresh window, confirming your payment.

You can see the ribbon widget notifying the status of invoice as PAID.

Invoice preview

Clicking PREVIEW button, you can see the website view of paid invoice.

The above cited is Invoice based on delivery order. However, under Odoo, you have two invoicing policy.



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