[IMP] accounting: Update customer invoices page for 18.0

task-3416326

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 <customer_invoices/payment_terms>`: To specify when
   the customer has to pay the invoice.
-- :guilabel:`Journal`: Is automatically set and can be changed if needed.
+- :guilabel:`Journal`: Automatically set and can be changed if needed.
-- :doc:`Currency <get_started/multi_currency>`
+- :doc:`Currency <get_started/multi_currency>`. If the invoice's currency differs from the
-- :guilabel:`Product`: Click :guilabel:`Add a line` to add a product.
+  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 <taxes>` (if applicable)
 
+To access the product catalog and view all items in an organized display, click :doc:`Catalog
+</applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_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.
+The :guilabel:`Journal Items` tab displays the accounting entries created. Additional invoice
-Additional invoice information such as the :guilabel:`Customer Reference`, :doc:`Fiscal Positions
+information such as the :guilabel:`Customer Reference`, :guilabel:`Payment Reference`, :doc:`Fiscal
-<taxes/fiscal_positions>`, :doc:`Incoterms <customer_invoices/incoterms>`, and more can be added or
+Positions <taxes/fiscal_positions>`, :doc:`Incoterms <customer_invoices/incoterms>`, and more can be
-modified in the :guilabel:`Other Info` tab.
+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 <accounting/invoice/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
+To set a preferred :guilabel:`Invoice sending` method for a customer, go to
-document layout` pop-up window will appear if a :ref:`default invoice layout
+:menuselection:`Accounting --> Customers --> Customers` and select the customer. In the
-<studio/pdf-reports/default-layout>` hasn't been customized. Then, select how to send this invoice
+:guilabel:`Accounting` tab of the contact form, select the preferred :guilabel:`Invoice sending`
-to the customer in the :guilabel:`Send` window.
+method in the :guilabel:`Customer Invoices` section.
 
-To send and print multiple invoices, go to :menuselection:`Accounting --> Customers --> Invoices`
+.. note::
-and select them. Then click the :icon:`fa-cog` :guilabel:`Actions` menu and select
+   Sending letters in Odoo requires :doc:`In-App Purchase (IAP) <../../essentials/in_app_purchase>`
-:guilabel:`Send & Print`. A banner will appear on the selected invoices to indicate they are part of
+   credit or tokens.
-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 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 <studio/pdf-reports/default-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.
+Odoo assigns each document a unique sequence made up of a prefix and a number. The prefix combines
-The prefix combines the journal code and the entry date and is used to group entries by period. The
+the journal code and the entry date and groups entries by period. The number is unique for each
-number is unique for each period and is used to identify the entry. The default sequence on customer
+period and is used to identify the entry. The default sequence on customer invoices is
-invoices is INV/YYYY/number. In some specific cases,
+INV/YYYY/number. In some specific cases, :ref:`resequencing <accounting/invoice/resequencing>`
-:ref:`resequencing <accounting/invoice/resequencing>` invoices might be necessary.
+invoices might be necessary.
 
 .. _accounting/invoice/resequencing: