Grammar Fixes
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@ -3,9 +3,9 @@ From Invoice to Payment Collection
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==================================
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Odoo supports multiple invoicing and payment workflows, so you can
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choose and use the ones that match your business needs. Whether you want
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choose the ones that match your business needs. Whether you want
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to accept a single payment for a single invoice, or process a payment
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spanning multiple invoices and taking discounts for early payments, you
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spanning multiple invoices or take a discount for early payments, you
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can do so efficiently and accurately.
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From Draft Invoice to Profit and Loss
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@ -22,16 +22,16 @@ Invoicing in most countries occurs when a contractual obligation is met.
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If you ship a box to a customer, you have met the terms of the contract
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and can bill them. If your supplier sends you a shipment, they have met
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the terms of that contract and can bill you. Therefore, the terms of the
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contract is fulfilled when the box moves to or from the truck. At this
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contract are fulfilled when the box moves to or from the truck. At this
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point, Odoo supports the creation of what is called a Draft Invoice by
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Warehouse staff.
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the warehouse staff.
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Invoice creation
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Invoice Creation
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================
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Draft invoices can be manually generated from other documents such as
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Sales Orders, Purchase Orders,etc. Although you can create a draft
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invoice directly if you would like.
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invoice directly if you want to.
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An invoice must be provided to the customer with the necessary
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information in order for them to pay for the goods and services ordered
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@ -42,9 +42,8 @@ Draft invoices
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==============
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The system generates invoice which are initially set to the Draft state.
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While these invoices
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remain unvalidated, they have no accounting impact within the system.
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While these invoices remain unvalidated, they have no accounting
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impact within the system.
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There is nothing to stop users from creating their own draft invoices.
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Let's create a customer invoice with following information:
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@ -65,7 +64,7 @@ The document is composed of three parts:
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- the top of the invoice, with customer information,
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- the main body of the invoice, with detailed invoice lines,
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- the bottom of the page, with detail about the taxes, and the totals.
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- the bottom of the page, with details about the taxes, and the totals.
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Open or Pro-forma invoices
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==========================
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@ -101,7 +100,7 @@ customer via the 'Send by email' functionality.
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:align: center
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A typical journal entry generated from a validated invoice will look
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like as follows:
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like this:
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+-----------------------+---------------+----------------+-------------+--------------+
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| **Account** | **Partner** | **Due date** | **Debit** | **Credit** |
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@ -121,8 +120,7 @@ accounting entry has been reconciled with the payment entries. If there
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has not been a reconciliation, the invoice will remain in the Open state
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until you have entered the payment.
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A typical journal entry generated from a payment will look like as
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follows:
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A typical journal entry generated from a payment will look like this:
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+-----------------------+---------------+----------------+-------------+--------------+
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| **Account** | **Partner** | **Due date** | **Debit** | **Credit** |
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@ -137,7 +135,7 @@ Receive a partial payment through the bank statement
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You can manually enter your bank statements in Odoo, or you can import
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them in from a csv file or from several other predefined formats
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according to your accounting localisation.
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according to your accounting localization.
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Create a bank statement from the accounting dashboard with the related
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journal and enter an amount of $100 .
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@ -165,7 +163,7 @@ reconcile them to pay this invoice. "
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.. image:: ./media/invoice09.png
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:align: center
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Apply the payment. Below, you can see that the payment has been added to
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Apply the payment. Now you can see that the payment has been added to
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the invoice.
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.. image:: ./media/invoice10.png
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@ -186,7 +184,7 @@ invoice has passed a certain number of days. If there are other overdue
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invoices for the same customer, the actions of the most overdue invoice
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will be executed.
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By going to the customer record and diving into the "Overdue Payments"
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By going to the customer record and going to "Overdue Payments"
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you will see the follow-up message and all overdue invoices.
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.. image:: ./media/invoice11.png
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@ -212,7 +210,7 @@ Profit and loss
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===============
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The Profit and Loss statement displays your revenue and expense details.
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Ultimately, this gives you a clear image of your Net Profit and Loss. It
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This gives you a clear image of your Net Profit and Loss. It
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is sometimes referred to as the "Income Statement" or "Statement of
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Revenues and Expenses."
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@ -232,5 +230,5 @@ assets and equity at a specific moment in time.
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:align: center
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For example, if you manage your inventory using the perpetual accounting
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method, you should expect a decrease in account "Current Assets" once
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the material has been shipped to the customer.
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method, you should expect a decrease in the account "Current Assets" once
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the product has been shipped to the customer.
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