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