[IMP] accounting: change of the onboarding banners

task-4088605

closes odoo/documentation#10931

X-original-commit: fcf6474829
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Anne-Françoise Marcq (afma) <afma@odoo.com>
This commit is contained in:
afma-odoo 2024-08-13 11:19:39 +00:00
parent f9b4ba28da
commit b75396108d
6 changed files with 25 additions and 29 deletions

View File

@ -22,7 +22,7 @@ Accounting onboarding banner
The step-by-step Accounting onboarding banner is composed of four steps:
.. image:: get_started/setup-accounting-onboarding.png
.. image:: get_started/accounting-onboarding-banner.png
:alt: Step-by-step onboarding banner in Odoo Accounting
#. :ref:`accounting-setup-periods`
@ -117,51 +117,34 @@ Invoicing app rather than the Accounting app.
If you have Odoo Accounting installed on your database, you can reach it by going to
:menuselection:`Accounting --> Customers --> Invoices`.
The Invoicing onboarding banner is composed of four main steps:
The Invoicing onboarding banner consists of four main steps:
.. image:: get_started/setup-invoicing-onboarding.png
.. image:: get_started/invoicing-onboarding-banner.png
:alt: Step-by-step onboarding banner in Odoo Invoicing
#. :ref:`invoicing-setup-company`
#. :ref:`invoicing-setup-bank`
#. :ref:`invoicing-setup-layout`
#. :ref:`invoicing-setup-invoice`
#. :ref:`invoicing-setup-payments`
.. _invoicing-setup-company:
Company Data
------------
This form allows you to add your companys details, such as the name, address, logo, website, phone
number, email address, and Tax ID or VAT number. These details are then displayed on your
documents, such as invoices.
.. image:: get_started/setup_company.png
:alt: Add your company's details in Odoo Accounting and Odoo Invoicing
Add your companys details, such as the name, address, logo, website, phone number, email address,
and Tax ID or VAT number. These details are then displayed on your documents, such as invoices.
.. note::
You can also change the company's details by going to :menuselection:`Settings --> General
Settings`, scrolling down to the :guilabel:`Companies` section, and :guilabel:`Update Info`.
.. _invoicing-setup-bank:
Bank Account
------------
Use this button to create and link a bank account in Odoo. To add additional bank accounts, go to
:guilabel:`Invoicing --> Configuration --> Add a Bank Account` and :ref:`configure the fields
<bank_accounts/create>`.
.. tip::
:doc:`Synchronize <bank/bank_synchronization>` your bank account(s) with your Odoo database to
automatically update your bank transactions.
.. _invoicing-setup-layout:
Invoice Layout
--------------
Documents Layout
----------------
Use this button to customize the :ref:`default invoice layout <studio/pdf-reports/default-layout>`.
Customize the :ref:`default invoice layout <studio/pdf-reports/default-layout>`.
.. note::
You can also change the invoice layout by going to :menuselection:`Settings --> General
@ -170,16 +153,29 @@ Use this button to customize the :ref:`default invoice layout <studio/pdf-report
.. _invoicing-setup-invoice:
Invoice Creation
----------------
Create Invoice
--------------
This button takes you to the invoice creation view, where you can create your first invoice.
Create your first invoice.
.. tip::
Add your **bank account number** and a link to your **General Terms & Condition** in the footer.
This way, your contacts can find the full content of your GT&C online without having to print
them on the invoices you issue.
.. _invoicing-setup-payments:
Online Payments
---------------
Get started with Stripe and enable secure integrated credit and debit card payments within Odoo.
.. tip::
To use other payment providers, go to
:guilabel:`Invoicing --> Configuration --> Payment Providers` and
:doc:`enable the desired providers <../payment_providers>`.
.. seealso::
* :doc:`bank`
* :doc:`get_started/chart_of_accounts`

Binary file not shown.

After

Width:  |  Height:  |  Size: 21 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 21 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 129 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 167 KiB

Binary file not shown.

Before

Width:  |  Height:  |  Size: 20 KiB