Create Customer Invoices With Odoo 15

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The operations relating to the company’s financial management can be complex, but with suitable records and a logical approach to management, the stress can be reduced. Odoo 15 is an accounting management system that is both reliable and efficient. But Odoo 15 Accounting module is a complete package that aids in the management of all accounting-related tasks. 

Odoo 15’s Accounting module is integrated with the system’s other core modules. This ensures a smooth process and allows activities to be completed quickly. The Accounting module’s main feature is its dependability and real-time operations. The Odoo Accounting module assists you in efficiently managing customers by allowing you to monitor customers, create invoices, and send them the invoices. The Accounting module can also be used to operate and manage vendor invoices, payments, refunds, and much more.


Customer Invoice

Select the Invoices option from the customer’s menu to see the existing customer invoices. The invoices’ number, customer name, invoice date, due date, tax number, next activity scheduled, tax excluded amount, total amount, total in currency, payment status, and invoice status are all listed here. At the bottom, the total of the Tax Excluded and Total amounts is shown. You can view specific invoices by using filters such as My Invoices, Draft, Posted, Cancelled, To Check, SDD Mandate, Unpaid, Paid, Overdue, Invoice Date, and Due Date. You can also sort invoices by different criteria, such as Salesperson, Status, and Sales Team. State of electronic invoicing, preferred payment method, invoice date, and due date are all options. By pressing the upload option, you can upload invoices directly from the system.

How to Create a Customer Invoice

If you want to create a new invoice in the system you will go to the “create” button in the tab, following details need to be added to the system.

  1.       Name of the customer
  2.       Delivery address of the customer
  3.       Payment reference
  4.       Date of invoice
  5.       Due date
  6.       Journal


What to Add in Invoice Lines

Enter product information such as the name of the product, label, account, analytical account, Intrastat, quantity of the product, unit of measurement, price of the product, tax imposed on the product, Product Country, and subtotal amount in the Invoice Lines option. Using the Add a Line option, you can add several products. At the bottom, you’ll see the entire untaxed amount, the tax amount, and the total amount including the tax. The company’s terms and conditions can be added there.

What to Add in Journal Tab

You can add details about the invoice’s journal entry to the Journal Items menu. Account name, Label, Debit amount, Credit amount, and Tax Grids are among the information provided. According to the product data added to the Invoice Lines menu, the fields will be automatically filled. By just clicking on them, you may configure and change the entry. Click the Add a Line option to make a new entry. The total debit and credit amount can be seen at the bottom.

What to Add in Other Info Tab

Other details of the invoice and accounting can be added here, under the Other Info tab. Customer Reference, name of the Sales Person, name of the Sales team, bank account number to which the invoice will be paid in the Recipient Bank field, Referrer, name of the Company, Incoterm in case of international transaction, Fiscal Position, name of the arrival country in the Intrastate Country field, whether the entry should be automatically posted at its due date, and whether the details should be rechecked are all included in this information.

Once you have completed all the steps, you can preview your created invoice with the preview button on the tab. The created invoice will be saved as a draft first, but once you confirm, it will be posted. When the invoice is confirmed, you can now send it to the customers by clicking on sent and print. You can also add a debit note and credit note by clicking on “add a credit note/add a debit note”.You can also reset the created invoice by clicking on Reset Button.

Click the register payment button to save the payment. The Register Payment window will display, prompting you to fill in details such as the journal’s name, payment method (manual, batch deposit, or SEPA Direct Debit), recipient bank account, amount, currency utilized, payment date, and memo. After you’ve entered all of this information, click the create payment button to proceed with the payment.

You may use the Odoo 15 Accounting module to produce and pay customer invoices by following these simple steps. Odoo Accounting is significantly easier to use having a user-friendly interface. Odoo 15 Accounting module can benefit businesses of every size, whether small, medium, or large. In brief, Odoo ERP can efficiently manage the complicated company process of accounting.


Rolustech is an Odoo Expert firm and has completed several projects in Odoo CRM Migration, Customization, Implementation, and more. Contact us now for a FREE Business Analysis. We will be glad to assist you!


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