6f16d7e092
This commit improves the structure of the accounting documentation by - reducing the levels necessary to reach the information - grouping some docs - moving content to their parent category page (content in all levels) - renaming some sections to reflect the structure of the app better task-3330093 closes odoo/documentation#4422 Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
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=============================================================
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Invoice digitization with optical character recognition (OCR)
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=============================================================
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**Invoice digitization** is the process of automatically encoding traditional paper invoices into
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vendor bills and customer invoices forms in your accounting.
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Odoo uses :abbr:`OCR (optical character recognition)` and artificial intelligence technologies to
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recognize the content of the documents. Vendor bills and customer invoices forms are automatically
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created and populated based on the scanned invoices.
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.. seealso::
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- `Test Odoo's invoice digitization <https://www.odoo.com/app/invoice-automation>`_
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- :doc:`/applications/general/in_app_purchase`.
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- `Odoo Tutorials: Invoice Digitization with OCR
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<https://www.odoo.com/slides/slide/digitize-bills-with-ocr-1712>`_.
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.. note::
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- The more documents you scan, the better the system identifies the correct data.
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Configuration
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=============
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In :menuselection:`Accounting --> Configuration --> Settings --> Digitalization`, check the box
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:guilabel:`Document Digitalization` and choose whether :guilabel:`Vendor Bills` and
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:guilabel:`Customer Invoices` should be processed automatically or manually.
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The :guilabel:`Single Invoice Line Per Tax` option can also be selected. It enables to get only one
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line created per tax in the new bill, regardless of the number of lines from the invoice.
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Invoice upload
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==============
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Upload invoices manually
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------------------------
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From the :guilabel:`Accounting Dashboard`, click on the :guilabel:`Upload` button of your vendor
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bills journal.
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Alternatively, go to :menuselection:`Accounting --> Customers --> Invoices` or
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:menuselection:`Accounting --> Vendors --> Bills` and select :guilabel:`Upload`.
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Upload invoices using an email alias
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------------------------------------
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You can configure your connected scanner to send scanned documents to an email alias. Emails sent to
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these aliases are converted into new draft customer invoices or vendor bills.
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You can modify the email alias of a journal by going to :menuselection:`Accounting --> Configuration
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--> Journals`, opening the appropriate journal, opening the :guilabel:`Advanced Settings` tab, and
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modifying the :guilabel:`Email Alias` field.
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If you use the :doc:`Documents <../../documents>` app, you can send your scanned invoices to the
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:guilabel:`Finance` workspace (e.g., `inbox-financial@example.odoo.com`).
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Invoice digitization
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====================
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According to your settings, the document is either processed automatically, or you need to click on
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:guilabel:`Send for digitalization` to do it manually.
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Once the data is extracted from the PDF, you can correct it if necessary by clicking on the
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respective tags (available in Edit mode) and selecting the proper information instead.
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Pricing
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=======
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| The **invoice digitization** is an In-App Purchase (IAP) service that requires prepaid credits to
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work. Digitizing one document consumes one credit.
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| To buy credits, go to :menuselection:`Accounting --> Configuration --> Settings --> Digitization`
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and click on :guilabel:`Buy credits`, or go to :menuselection:`Settings --> Odoo IAP` and click on
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:guilabel:`View My Services`.
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.. important::
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- If you are on Odoo Online and have the Enterprise version, you benefit from free trial credits
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to test the feature.
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.. seealso::
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- `Our Privacy Policy <https://iap.odoo.com/privacy#header_6>`_.
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