Manage invoices

Dashboard

Actions and specific information based on journal type.

Create customer invoices

Issue clear, complete and professional invoices in seconds.

Print or send by email

Print a hard copy of your invoices to send them by post or send them by email.

Issue refunds

Create credit notes and manage reimbursements.

Multi-company rules

Automatically mirror orders and invoices in multi-company setup (Create a sales orders in company A and automatically Odoo generates a Purchase Order in company B).


Manage supplier invoices

Record supplier invoices in the system to manage payments and integrate them into accounting.

Handle recurring invoices

Set the frequency of invoicing for products in accordance with contract specifications.

Include Incoterms®

Use Incoterms® standards to make sure you have the right terms on your contracts.

Payments terms

Simple management view.

Customers payments

Batch deposit available. Customer Statements : Manage the follow-up from a single simplified interface.


Handle payments

Invoices overview

Get a broad view on all invoices and filter them by status.

Import bank statements

Automatically link payments to your bank accounts with existing invoices by importing your bank statements into the system.  Synchronization with 24000 banks mostly in US, Australia and New-Zealand. Importation of files in format: OFX, QIF, CSV, CODA.

Multiple currencies 

Allow customers to pay in their currency with an automatic currency converter and record gains and losses for each conversion.

Get paid online

Send your invoices by email and add a link to Authorize, Paypal, Ingenico, Buckaroo or Adyen to get paid quickly, easily and securely.

Automate follow-ups

Create steps and automated actions to be taken by the system in case of a payment issue.

Currency rate

Automatic update of currency rates base on a chosen frequency: daily, weekly, monthly.

Payments

Sepa payments. Check printing in US format.


Accounting Reports

Full accounting reports

Get complete reports for journals, legal statements, chart of accounts, etc. 

Automated tax reports  

Set up your tax rules to automatically calculate them in your invoice, and define where roundings occur to get accurate reports.


Analyze data

Sales reports 

Get direct access to key information with dynamic and customizable dashboards.