diff --git a/content/applications/finance/accounting/customer_invoices.rst b/content/applications/finance/accounting/customer_invoices.rst index 5ad0d1ad0..5bbe76cad 100644 --- a/content/applications/finance/accounting/customer_invoices.rst +++ b/content/applications/finance/accounting/customer_invoices.rst @@ -44,22 +44,31 @@ goods and services. Make sure the following fields are appropriately completed: upon confirmation. - :guilabel:`Due Date` or :doc:`payment terms `: To specify when the customer has to pay the invoice. -- :guilabel:`Journal`: Is automatically set and can be changed if needed. -- :doc:`Currency ` -- :guilabel:`Product`: Click :guilabel:`Add a line` to add a product. +- :guilabel:`Journal`: Automatically set and can be changed if needed. +- :doc:`Currency `. If the invoice's currency differs from the + company's currency, the currency exchange rate is automatically displayed. + +In the :guilabel:`Invoice Lines` tab: + +- :guilabel:`Product`: Click :guilabel:`Add a line`, then search for and select the product. - :guilabel:`Quantity` - :guilabel:`Price` - :doc:`Taxes ` (if applicable) +To access the product catalog and view all items in an organized display, click :doc:`Catalog +`. +When the products and quantities are selected, click :guilabel:`Back to Invoice` to return to the +invoice; the selected catalog items will appear in the invoice lines. + .. tip:: To display the total amount of the invoice in words, go to :menuselection:`Accounting --> Configuration --> Settings` and activate the :guilabel:`Total amount of invoice in letters` option. -The :guilabel:`Journal Items` tab displays the accounting entries created. -Additional invoice information such as the :guilabel:`Customer Reference`, :doc:`Fiscal Positions -`, :doc:`Incoterms `, and more can be added or -modified in the :guilabel:`Other Info` tab. +The :guilabel:`Journal Items` tab displays the accounting entries created. Additional invoice +information such as the :guilabel:`Customer Reference`, :guilabel:`Payment Reference`, :doc:`Fiscal +Positions `, :doc:`Incoterms `, and more can be +added or modified in the :guilabel:`Other Info` tab. .. note:: Odoo initially creates invoices in :guilabel:`Draft` status. Draft invoices have no accounting @@ -73,9 +82,9 @@ modified in the :guilabel:`Other Info` tab. Invoice confirmation ==================== -Click :guilabel:`Confirm` when the document is completed. The document's status changes to +Click :guilabel:`Confirm` when the invoice is completed. The invoice's status changes to :guilabel:`Posted`, and a journal entry is generated based on the invoice configuration. On -confirmation, Odoo assigns each document a unique number from a defined +confirmation, Odoo assigns each invoice a unique number from a defined :ref:`sequence `. .. note:: @@ -89,16 +98,56 @@ confirmation, Odoo assigns each document a unique number from a defined Invoice sending =============== -To send the invoice to the customer, click :guilabel:`Send & Print`. A :guilabel:`Configure your -document layout` pop-up window will appear if a :ref:`default invoice layout -` hasn't been customized. Then, select how to send this invoice -to the customer in the :guilabel:`Send` window. +To set a preferred :guilabel:`Invoice sending` method for a customer, go to +:menuselection:`Accounting --> Customers --> Customers` and select the customer. In the +:guilabel:`Accounting` tab of the contact form, select the preferred :guilabel:`Invoice sending` +method in the :guilabel:`Customer Invoices` section. -To send and print multiple invoices, go to :menuselection:`Accounting --> Customers --> Invoices` -and select them. Then click the :icon:`fa-cog` :guilabel:`Actions` menu and select -:guilabel:`Send & Print`. A banner will appear on the selected invoices to indicate they are part of -an ongoing send and print batch. This helps prevent the process from being triggered manually again, -as it may take some time to complete for exceptionally large batches. +.. note:: + Sending letters in Odoo requires :doc:`In-App Purchase (IAP) <../../essentials/in_app_purchase>` + credit or tokens. + +To send the invoice to the customer, navigate back to the invoice record and follow these steps: + +#. Click :guilabel:`Print & Send`. +#. If the :ref:`default invoice layout ` has not been customized + yet, a :guilabel:`Configure your document layout` pop-up window appears. Configure the layout and + click :guilabel:`Continue`. + + .. note:: + - The document layout can be changed at any time in the general settings. + - To add a QR code for banking app payments to the invoice, enable the :guilabel:`QR Code` + option in the :guilabel:`Configure Your Document Layout` window. To modify this option, go + to :menuselection:`Accounting --> Configuration --> Settings`, scroll down to the + :guilabel:`Customer Payments` section, and enable/disable the :guilabel:`QR Codes` option. + +#. In the :guilabel:`Print & Send` window: + + - If a preferred :guilabel:`Invoice sending` method was set in the contact form, it is selected + by default. Select another one if needed. + - If no preferred :guilabel:`Invoice sending` method was set in the contact form, select the + method to use for sending the invoice to the customer. + +#. Click :guilabel:`Print & Send` if the :guilabel:`by Email` option is selected, or click + :guilabel:`Print`. + +.. _accounting/invoice/sending-multiple-invoices: + +Sending multiple invoices +------------------------- + +To send and print multiple invoices, go to :menuselection:`Accounting --> Customers --> Invoices`, +select them in the :guilabel:`Invoices` list view and click :guilabel:`Print & Send`. The +:guilabel:`Print & Send` window displays the selected invoice sending methods based on the preferred +method set. + +A banner is added to the selected invoices to indicate they are part of an ongoing send and print +batch. This helps prevent the process from being triggered manually again, as it may take some time +to complete for exceptionally large batches. + +To check all invoices that have not yet been sent, go to :menuselection:`Accounting --> Customers +--> Invoices`. In the :guilabel:`Invoices` list view, click into the search bar and filter on +:guilabel:`Not Sent`. .. _accounting/invoice/paymentandreconciliation: @@ -128,11 +177,11 @@ same customer, the actions are performed on the most overdue invoice. Sequence ======== -The sequence that Odoo assigns to each document is a unique number made up of a prefix and a number. -The prefix combines the journal code and the entry date and is used to group entries by period. The -number is unique for each period and is used to identify the entry. The default sequence on customer -invoices is INV/YYYY/number. In some specific cases, -:ref:`resequencing ` invoices might be necessary. +Odoo assigns each document a unique sequence made up of a prefix and a number. The prefix combines +the journal code and the entry date and groups entries by period. The number is unique for each +period and is used to identify the entry. The default sequence on customer invoices is +INV/YYYY/number. In some specific cases, :ref:`resequencing ` +invoices might be necessary. .. _accounting/invoice/resequencing: