documentation/content/applications/finance/accounting/customer_invoices.md

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Customer invoices

A customer invoice is a document issued by a company for products and/or services sold to a customer. It records receivables as they are sent to customers. Customer invoices can include amounts due for the goods and/or services provided, applicable sales taxes, shipping and handling fees, and other charges. Odoo supports multiple invoicing and payment workflows.

:::{seealso} {doc}/applications/finance/accounting/customer_invoices/overview :::

From draft invoice to profit and loss report, the process involves several steps once the goods (or services) have been ordered/shipped (or rendered) to a customer, depending on the invoicing policy:

• {ref}accounting/invoice/creation
• {ref}accounting/invoice/confirmation
• {ref}accounting/invoice/sending
• {ref}accounting/invoice/paymentandreconciliation
• {ref}accounting/invoice/followup
• {ref}accounting/invoice/reporting

(accounting-invoice-creation)=

Invoice creation

Draft invoices can be created directly from documents like sales orders or purchase orders or manually from the {guilabel}Customer Invoices journal in the {guilabel}Accounting Dashboard.

An invoice must include the required information to enable the customer to pay promptly for their goods and services. Make sure the following fields are appropriately completed:

• {guilabel}Customer: When a customer is selected, Odoo automatically pulls information from the customer record like the invoice address, {doc}preferred payment terms <customer_invoices/payment_terms>, {doc}fiscal positions <taxes/fiscal_positions>, receivable account, and more onto the invoice. To change these values for this specific invoice, edit them directly on the invoice. To change them for future invoices, change the values on the contact record.
• {guilabel}Invoice Date: If not set manually, this field is automatically set as the current date upon confirmation.
• {guilabel}Due Date or {doc}payment terms <customer_invoices/payment_terms>: To specify when the customer has to pay the invoice.
• {guilabel}Journal: Automatically set and can be changed if needed.
• {doc}Currency <get_started/multi_currency>. If the invoice's currency differs from the company's currency, the currency exchange rate is automatically displayed.

In the {guilabel}Invoice Lines tab:

• {guilabel}Product: Click {guilabel}Add a line, then search for and select the product.
• {guilabel}Quantity
• {guilabel}Price
• {doc}Taxes <taxes> (if applicable)

To access the product catalog and view all items in an organized display, click {doc}Catalog </applications/inventory_and_mrp/inventory/warehouses_storage/inventory_management/product_catalog>. When the products and quantities are selected, click {guilabel}Back to Invoice to return to the invoice; the selected catalog items will appear in the invoice lines.

:::{tip} To display the total amount of the invoice in words, go to {menuselection}Accounting --> Configuration --> Settings and activate the {guilabel}Total amount of invoice in letters option. :::

The {guilabel}Journal Items tab displays the accounting entries created. Additional invoice information such as the {guilabel}Customer Reference, {guilabel}Payment Reference, {doc}Fiscal Positions <taxes/fiscal_positions>, {doc}Incoterms <customer_invoices/incoterms>, and more can be added or modified in the {guilabel}Other Info tab.

:::{note} Odoo initially creates invoices in {guilabel}Draft status. Draft invoices have no accounting impact until they are {ref}confirmed <accounting/invoice/confirmation>. :::

:::{seealso} {doc}/applications/sales/sales/invoicing/proforma :::

(accounting-invoice-confirmation)=

Invoice confirmation

Click {guilabel}Confirm when the invoice is completed. The invoice's status changes to {guilabel}Posted, and a journal entry is generated based on the invoice configuration. On confirmation, Odoo assigns each invoice a unique number from a defined {doc}sequence <customer_invoices/sequence>.

:::{note}

• Once confirmed, an invoice can no longer be updated. Click {guilabel}Reset to draft if changes are needed.
• If required, invoices and other journal entries can be locked once posted using the {ref}Secure posted entries with hash <data-inalterability/restricted> feature. :::

(accounting-invoice-sending)=

Invoice sending

To set a preferred {guilabel}Invoice sending method for a customer, go to {menuselection}Accounting --> Customers --> Customers and select the customer. In the {guilabel}Accounting tab of the contact form, select the preferred {guilabel}Invoice sending method in the {guilabel}Customer Invoices section.

:::{note} Sending letters in Odoo requires {doc}In-App Purchase (IAP) <../../essentials/in_app_purchase> credit or tokens. :::

To send the invoice to the customer, navigate back to the invoice record and follow these steps:

1. Click {guilabel}Print & Send.

2. If the {ref}default invoice layout <studio/pdf-reports/default-layout> has not been customized yet, a {guilabel}Configure your document layout pop-up window appears. Configure the layout and click {guilabel}Continue.

   :::{note}

   • The document layout can be changed at any time in the general settings.
   • To add a QR code for banking app payments to the invoice, enable the {guilabel}QR Code option in the {guilabel}Configure Your Document Layout window. To modify this option, go to {menuselection}Accounting --> Configuration --> Settings, scroll down to the {guilabel}Customer Payments section, and enable/disable the {guilabel}QR Codes option. :::

3. In the {guilabel}Print & Send window:

   • If a preferred {guilabel}Invoice sending method was set in the contact form, it is selected by default. Select another one if needed.
   • If no preferred {guilabel}Invoice sending method was set in the contact form, select the method to use for sending the invoice to the customer.

4. Click {guilabel}Print & Send if the {guilabel}by Email option is selected, or click {guilabel}Print.

(accounting-invoice-sending-multiple-invoices)=

Sending multiple invoices

To send and print multiple invoices, go to {menuselection}Accounting --> Customers --> Invoices, select them in the {guilabel}Invoices list view and click {guilabel}Print & Send. The {guilabel}Print & Send window displays the selected invoice sending methods based on the preferred method set.

A banner is added to the selected invoices to indicate they are part of an ongoing send and print batch. This helps prevent the process from being triggered manually again, as it may take some time to complete for exceptionally large batches.

To check all invoices that have not yet been sent, go to {menuselection}Accounting --> Customers --> Invoices. In the {guilabel}Invoices list view, click into the search bar and filter on {guilabel}Not Sent.

(accounting-invoice-paymentandreconciliation)=

Payment and reconciliation

In Odoo, an invoice is considered {guilabel}Paid when the associated accounting entry has been reconciled with a corresponding bank transaction.

:::{seealso}

• {doc}payments
• {doc}bank/reconciliation :::

(accounting-invoice-followup)=

Payment follow-up

Odoo's {doc}follow-up actions <payments/follow_up> help companies follow up on customer invoices. Different actions can be set up to remind customers to pay their outstanding invoices, depending on how much the customer is overdue. These actions are bundled into follow-up levels that trigger when an invoice is overdue by a certain number of days. If there are multiple overdue invoices for the same customer, the actions are performed on the most overdue invoice.

(accounting-invoice-reporting)=

Reporting

(accounting-invoice-partner-reports)=

Partner reports

(accounting-invoices-partner-ledger)=

Partner Ledger

The {guilabel}Partner Ledger report shows the balance of customers and suppliers. To access it, go to {menuselection}Accounting --> Reporting --> Partner Ledger.

(accounting-invoices-aging-report)=

Aged Receivable

To review outstanding customer invoices and their related due dates, use the {ref}Aged Receivable <accounting/reporting/aged-receivable> report. To access it, go to {menuselection}Accounting --> Reporting --> Aged Receivable.

(accounting-invoices-aged-payable)=

Aged Payable

To review outstanding vendor bills and their related due dates, use the {ref}Aged Payable <accounting/reporting/aged-payable> report. To access it, go to {menuselection}Accounting --> Reporting --> Aged Payable.

(accounting-invoices-profit-and-loss)=

Profit and Loss

The {ref}Profit and Loss <accounting/reporting/profit-and-loss> statement shows details of income and expenses.

(accounting-invoices-balance-sheet)=

Balance sheet

The {ref}Balance Sheet <accounting/reporting/balance-sheet> summarizes the company's assets, liabilities, and equity at a specific time.

:titlesonly: true

customer_invoices/overview
customer_invoices/customer_addresses
customer_invoices/payment_terms
customer_invoices/terms_conditions
customer_invoices/cash_discounts
customer_invoices/credit_notes
customer_invoices/cash_rounding
customer_invoices/deferred_revenues
customer_invoices/electronic_invoicing
customer_invoices/sequence
customer_invoices/snailmail
customer_invoices/epc_qr_code
customer_invoices/incoterms