odoo11_invoice management system
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Hello,
Greetings from silent infotech!
Today we will see the invoice management system of odoo 11.
Now we will first go to the configuration menu
Settings: In this section, you can see set the default sales & purchase taxes, currencies, customer payments, supplier payments, Analytics and invoices rules.
Taxes: You can create the new tax b clicking on create and fill the information of tax name, tax scope, definitions and advanced options for invoicing.
Fiscal position: This section helps in mapping taxes and accounts with their relative taxes and accounts as per countries or group of countries involved in the operations. You need to fill up the information and click on save button o add the taxes.
Bank Accounts: In this section, you can create the multiple bank accounts. You need to fill up the information Bank account name, Account number, bank and set the receivable and payable rules.
Journals: All the accounting entries need to appear in an accounting journal, which is a record of transactions ordered by date. Here you can see that I have created the journals by accounting entries. If you want to create a new just click on create and fill up all the information and click on save button.
Payment terms: In this module, you can set the payment terms for the product delivery.
Payment Acquirers: You can redirect your customers to payment platforms to collect money effortlessly and track the payment status. Here I have created some payment acquires. If you want to create new just click on create button and fill up all the information.
Now we will go through the sale menu.
First, we will go through the “Customer invoices”.
Customers: In this section, you can create the new customer by clicking on create button and fill up all the information and click on save.
Sellable product: In this section, you can manage the product and variants for sale. You just need to create the product which is sellable.
Customer Invoice:
In this, you can manage the customer invoices.
Here you can see that the already create invoices and if you want to create new just click on create and fill up all the available information like a customer, payment terms, invoice date, due date, salesperson, sales channel, payment terms, invoice lines and other information. Then click on save button to add the information.
If you want to edit the information click on edit and update the information. After data saved when I click on validate It will change the stage draft to open.
You can send the invoice by clicking on “send by email” and also print the invoice.
When I click on “Register payment” you can see that the already filled information about payment and validate it. You can see that the changed stage open to paid. You can also send the paid invoice by email.
Customer credit notes:
As usual, we need to click on create button and fill up the information and click on save. When I Click on validate you can see that the invoice number which indicates the year and invoice unique number. You can send the invoice by clicking on “send by email” and also print it.
By clicking on register payment you can see that the already filled up information and click on validate.
In the last, you can see that status is paid the invoice amount.
Payments:
In this section, you can manage the customer payments. To create the new payment just click on create and fill up the information.
Here in payment type, you need to select the option “send money”, “Receive money” and the “Internal transfer”. After fill up the partner type, partner, payment amount, payment journal and payment date and click on save button to add the information.
Customer Statement: If you didn't receive the payment odoo provides you the automatic reply to remit the payment from your customer. You can click on send by email and send the reminder to the relevant customer.
Now we will go through the purchase menu.
Vendor: In this section, you can create the new Vendor by clicking on create button and fill up all the information and click on save.
Purchasable product: n this section you can manage the product and variants for purchase. You just need to create the product which is Purchasable.
Vendor bills: You can create the vendor bills here. Just click on create button and fill up all the information and click on save button. When I click on validate you can see that the changed stage “paid”. You can see here the bill number. You can also edit the credit notes.
You can easily go here in the bill section to create the bills.
Payments: In this section, you can manage the vendor payments and you can also create the new payment quickly.
Just click on create button and fill up the information and click on save button. When I click on confirm the stage will be changed as posted. And you can see the newly created payment.