Invoicing

Products

Products are need on invoice lines, these can be created from the 'Products & Services' main menu or on the fly from the 'Product' field on invoice lines via the 'Create and Edit' button

By default there is an 'Event Registration' product which will be used when invoicing paid events from the 'Events' module.

Invoice Manually

Creating an invoice manually

Users can also create invoices manually without using contracts or a sales order. It’s a recommended approach if you do not need to manage the sales process (quotations), or the delivery of the products or services.

Even if you generate the invoice from a sales order, you may need to create invoices manually in exceptional use cases:

• if you need to create a refund

• If you need to give a discount

• if you need to change an invoice created from a sales order

• if you need to invoice something not related to your core business

Invoice from Sales Order

In most companies, salespeople create quotations that become sales order once they are validated. Then, draft invoices are created based on the sales order. You have different options like:

• Invoice manually: use a button on the sale order to trigger the draft invoice

• Invoice before delivery: invoice the full order before triggering the delivery order

• Invoice based on delivery order: see next section

Invoice before delivery is usually used by the eCommerce application when the customer pays at the order and we deliver afterwards. (pre-paid)

For most other use cases, it’s recommended to invoice manually. It allows the salesperson to trigger the invoice on demand with options: invoice the whole order, invoice a percentage (advance), invoice some lines, invoice a fixed advance.

Resequencing of the invoices

It remains possible to resequence the invoices but with some restrictions:

1. The feature does not work when entries are previous to a lock date.

2. The feature does not work if the sequence is inconsistent with the month of the entry.

3. It does not work if the sequence leads to a duplicate.

4. The order of the invoice remains unchanged.

5. It is useful for people who use a numbering from another software and who want to continue the current year without starting over from the beginning.

Useful Youtube video explaining basic steps on creating new invoices: https://www.youtube.com/watch?v=qU8Ha_HpJtk

Odoo invoicing documentation: https://www.odoo.com/documentation/14.0/applications/finance/accounting/receivables/customer_invoices/overview.html