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Maintainers -ImageAkshat Mittal, ImageDr. Fabrizio Finozzi

Accounts receivable

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This is a controlled document

In line with Open Energy Transition regulatory obligations, changes to Controlled documents must be approved and merged by a code maintainer. All contributions are welcome and encouraged.

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Creating an Invoice in Odoo​

1. Navigate to Customer Invoices​

  • Open the Dashboard.
  • Select Accounting from the menu.
  • Go to Customer Invoices on the left, and click New Invoice.

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2. Select the Customer​

  • Choose the Customer from the dropdown.
  • If the customer isn’t listed, add a new one and confirm all details, including address and VAT number.

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3. Set Invoice Date​

  • Set the Invoice Date manually or click Confirm to default to today’s date.

4. Add Products or Services​

  • Click Add a line or Add a section to list items.
    • Complete each field:
      • Description
      • Quantity (typically 1 unless specified otherwise)
      • VAT % (if applicable)
      • Unit Price

5. Specify Payment Reference and Due Date​

  • Payment Reference: Enter the Order Number / Bestellung.
  • Due Date: Based on the contract or order form, enter Payment Terms.

6. Add Additional Notes (Optional)​

  • Include notes if necessary, such as VAT clarification or correction information, in the bottom-right notes section of the invoice.

7. Preview and Confirm Invoice​

  • Click Preview to review.
  • Confirm that all details, including the invoice number, are correct (cross-check with List of invoices).
  • Once verified, click Confirm.

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8. Save the Invoice​

  • For saving:
    • Go to Reset to Draft, then Confirm, then Preview, and Print.
    • In the print dialog, select Microsoft Print to PDF and Print.

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9. Send the Invoice by Email​

  • To email the invoice:
    • Click Send by Email.
    • Confirm the correct recipient, edit the message as needed, and remove the default invoice attachment.
    • Attach the saved invoice and click Send.