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Automatic Invoicing in Odoo 17 - Odoo 17 Slides
- 1. Automatic Invoicing in Odoo 17 Enterprise
- 2. Introduction Enterprise The process of configuring invoice process for a customer is known as Automatic Invoice. Customer invoicing is a crucial part of most business processes when selling a product or service. A customer gets notified about product details such as price, quantity, and more from an invoice. It is easy to know the total cost of a purchased item within an invoice for a customer. Most buyers sometimes place an order through online shops and pay for the commodity. We can formulate an automatic invoice from the company in these situations. ERP software allows us to manage invoice policies for various clients or customers.
- 3. Enterprise 1: Facilitate automated invoicing through configuration settings.
- 4. Enterprise 2: Additionally, we have the capability to configure the email template.
- 5. Enterprise 3: Implement online signature functionality to confirm orders, and enable online payment options to request prepayment from customers for order confirmation. Customers can be prompted to fully pay the order or make a partial downpayment.
- 6. Enterprise
- 7. Enterprise 4: Select the payment provider as "Demo."
- 8. Enterprise 5: Configure the state as "test mode" and designate the payment journal as a bank. Ensure that the provider is published.
- 9. Enterprise 6: Grant portal access to a customer.
- 10. Enterprise 7: Portal access has been granted to the customer, who can now be seen in the user list. They can proceed to change their password for logging in as a portal user.
- 11. Enterprise 8: Create a sale order and select "Send by Email." After clicking "Send by Email," the quotation state will change to "Quotation Sent
- 12. Enterprise 9: After sending the email, the quotation state will change to "Quotation Sent."
- 13. Enterprise 10: Once the customer signs and pays, the quotation will be confirmed. To review the quotation, log in as a portal user, where we will find the quotation available for review.
- 14. Enterprise
- 15. Enterprise 11: After the customer signs and pays, the sale order will be confirmed.
- 16. Enterprise
- 17. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com