Odoo 16 Community Book

Customer Invoices

In the Odoo Invoicing module, you will get a dedicated platform to manage all your invoices. Odoo offers multiple methods to automate the invoicing creation processes in accordance with the operations you manage and the module you use. For example, Odoo will automatically create a draft invoice in the Sales module when you confirm a sales order. The details available in the draft invoice are auto-populated based on the sales order. You don’t need to enter details manually in this case. All you need to do is validate the invoice and send it to the concerned customer. The Customer Invoices menu available in the Odoo Invoicing module will collect and record all such invoices from different modules. You can use this platform to manage all such invoices at one place. Here, you can create new invoices manually also.

The screenshot above shows the list view of the Invoices recorded in the module. This is the list view of the platform which gives a preview of the Number, Customer, Invoice Date, Due Date, Activities, Tax Excluded, Total, Total in Currency, Payment Status, and Status. This window can be viewed in Kanban view also by selecting the respective icon. If you wish to expand the list view with more information, you can click on the icon shown in the screenshot below.

Here, you will get more options to activate to add them to the list view of the invoices. The available options are Invoice Date, Due Date, Source Document, Reference, Salesperson, Sales Team, Activities, Company, Tax Excluded, Tax, Total, Total in Currency, Amount Due, Invoice Currency, To Check, Payment Status, Electronic Invoicing, and Status.

It is possible to filter the invoices based on My Invoices, Draft, Posted, Canceled, To Check, Unpaid, Paid, Overdue, Invoice Date, and Due Date using the default filters. In order to create additional filters, you can use the Add Custom Filter option.

You can group the available invoices according to the Salesperson, Status, Sales Team, Electronic Invoicing State, Preferred Payment Method, Invoice Date, Due Date, and Referrer using the default Group By options. To customize the grouping options, use the Add Custom Group option.

Additionally, the list will show the total invoiced amount and tax-excluded amount in the bottom of the list. The Upload button will assist you to upload the invoice from your system. The New button can be used to create a new invoice in the module.

This is the form view of the invoice creation window that appears after clicking on the New button. Let’s create a draft invoice in this form. The name of the Customer and their current Delivery Address can be specified in the respective fields. The date of the invoice can be added in the Invoice Date field. You can add Payment Reference in the given field to set it on the concerned journal items. The Payment Terms will appear in the form based on the configuration as soon as you mention the Customer details. In case the payment term is not configured for the selected customer, you can set a Due Date for this particular invoice which will define the deadline for paying the invoice. Mention a suitable Journal to record the accounting details in the corresponding field.

The user will get three tabs in the invoice from view to mention the Invoice Line, Journal Item, and Other Info. In the Invoice Lines tab, you can add the product that you want to invoice using the Add a Line button. The details of the products include Product, Label, Account, Quantity, UoM, Price, Taxes, and Subtotal.

Once you complete the Invoice Line, you will get the details of the Untaxed Amount, Taxes, and Total at the bottom of the tab. You can add sections to the invoice line using the Add a Section button. In case of adding notes to this field, you can use the Add a Note option. Additionally, you will get the Terms & Conditions field in this tab to specify the terms and conditions used for this particular invoice.

The Journal Items tab will show the respective journal items in accordance with the products you mentioned in the invoice line. The fields will be auto-populated based on the journal items configured for the mentioned products.

The details include the Account, Label, Debit, Credit, and Tax Grids. To add additional journal items, use the Add a Line button.

You will get the Invoice, Accounting, and Marketing fields to complete in the Other Info tab. The Customer Reference field can be used to specify the customer reference related to this particular invoice. You can assign a Salesperson and Sales Team in the respective fields to who will be in charge of managing this invoice. In the Recipient Bank field, specify the bank account details to which the invoice amount will be credited.

The Marketing field can be used to mention the Campaign, Medium, and Source of this invoice. The Company details will be displayed in the respective field under the Accounting section. The Incoterms used for international transactions and Fiscal Position to adapt taxes and accounts for particular customers or sales orders/invoices can be specified in the respective fields. You can post this entry automatically by selecting the period from the Auto Post field. If you want to do it manually, you can select the No option from the Auto Post field. In case, if you have doubts about the details mentioned in the invoice at the time of creation, you can activate the To Check field. Enabling this field indicates that the move needs to be checked again. The creation of the draft invoice is completed.

Now, you can use the Confirm button to confirm the draft invoice. The preview button will provide a customer preview of the invoice. Use the Cancel button to cancel the invoice.