Odoo Invoicing

Efficient invoice creation:

The “Invoicing” module allows quick and easy creation of invoices directly from orders or contracts. This saves time and reduces errors compared to manual invoicing.

Payment tracking:

The “Invoicing” module offers an easy way to track the payment status of your invoices. You can record incoming payments, identify open invoices, and create reminders for overdue payments. This simplifies cash-flow management and improves liquidity planning.

Integration with Accounting:

The “Invoicing” module is seamlessly integrated with Odoo’s accounting functions. Created invoices are automatically transferred to the accounting system. This minimizes manual postings and ensures consistent financial management.​

Flexible invoice design:

The “Invoicing” module lets you create and customize individual invoice templates. You can add your logo, colors, and layout to match your corporate design. This increases the professionalism of your invoices and strengthens your brand identity.

Comprehensive reporting:

The “Invoicing” module provides various reports that offer insights into your company’s financial situation. You can create reports on open invoices, payment status, sales analyses, and much more. These reports deliver valuable information for business management.​

Payment monitoring:

With the module, you can record payments and track their status. You have the option to enter payments manually or use integrated payment gateways to accept online payments.

Automated accounting:

The “Invoicing” module is seamlessly integrated with Odoo’s accounting functions. Created invoices are automatically transferred to the accounting system. This simplifies financial management and enables seamless tracking of income and expenses.​

Customer credit management:

You can set credit limits for your customers and monitor their usage. The module automatically notifies you when a customer exceeds the credit limit.​

Reporting:

The module provides a variety of reports, including open invoices, payment status, sales analysis, and more. These reports give you important insights into your company’s financial situation and help you make informed decisions.​

Sales: The “Sales” module enables the creation of quotations, orders, and deliveries. It can be seamlessly integrated with the “Invoicing” module, as the information from sales orders can be directly transferred into invoices. This simplifies invoicing and ensures that invoices contain accurate and complete information.

Inventory: The “Inventory” module manages the flow of goods and stock management. By integrating with the “Invoicing” module, stock movements such as receipts and deliveries can be automatically included in invoices. This allows for accurate invoicing of sold products and services.

Accounting: The “Accounting” module is an essential part of Odoo and can be closely linked with the “Invoicing” module. Created invoices are automatically transferred to accounting to update the financial records. This ensures consistent bookkeeping and facilitates the preparation of financial reports.

Payment gateways: Odoo offers integrations with various payment gateways such as PayPal, Stripe, Authorize.net, and others. By linking the “Invoicing” module with payment gateways, customers can pay invoices online. The payment status is updated automatically, leading to a smooth payment process.

CRM: The “CRM” (Customer Relationship Management) module enables the management of customer contacts, sales opportunities, and customer service activities. By integrating with the “Invoicing” module, the entire customer lifecycle can be tracked—from acquisition through sales to invoicing and customer support.