Too much manual entry every month? It's time to switch to a solution that saves you time. Discover how Odoo transforms your billing processes, from OCR receipt to invoice issuance.
Odoo and the accounting module
When it comes to invoicing, it means accounting. Accounting is at the heart of any successful business, and invoicing is an essential component of it. That’s why choosing the right software is crucial to optimize your processes.
Odoo stands out as a modern accounting software. Its intuitive and streamlined interface greatly transforms the daily user experience. Gone are the moments of frustration caused by outdated and slow interfaces, overflowing inboxes of disorganized invoices, and endless data tables that are difficult to interpret.
Thanks to its productivity-focused approach, Odoo automates repetitive tasks and simplifies the management of accounting documents, allowing teams to concentrate on higher value-added activities.
And the billing in that?
At this level, compliance is a priority. Integrating your billing with Odoo allows you to:
Creation and management of invoices
- Quick creation of professional invoices
- Send by email in .PDF or print on paper for mailing
- Management of refunds and credit notes
- Automatic import of supplier invoices via OCR (paid)
- Recurring Invoice Setup
- Customization of design and logo
Advanced features
- Support multi-enterprises
- Validation of:
- Purchase Orders
- Receiving vouchers
- Invoices
- Compliance with Incoterms® standards
- Management of provincial, national, and international taxes
- Automatic tax calculation
Payment Management
- Multiple payment options (SEPA, checks)
- Support for multiple devices with automatic conversion
- Online payment integration (PayPal, Authorize.net, Stripe, etc.)
- Batch payments
- Credit Limit Management
- Automatic numbering of sequences
- Automated follow-up of overdue customer invoices
Reports and analyses
- Customizable dashboards
- Invoice Status Tracking
- Sales Analysis
- Overview of Financial Performance
Pssst! Are you on the go? No worries! You can find all your supplier invoices with just one click on your mobile device. It's that simple!
Automatic billing: simple and reliable
Everything is automated to simplify your life! From taxes to payment reminders, including the transactions themselves: Odoo takes care of it all.
Are you managing multiple businesses? No problem! Odoo allows you to automatically synchronize your purchase orders and invoices across all your entities. One platform for efficient and transparent multi-business management.
Bonus: automatic bank synchronization allows you to reconcile your transactions in just a few clicks. So, basically: fewer errors and less time spent on administrative tasks.
Customizing Invoices in Odoo: When Beauty Meets Functionality
Yes, we can customize our invoices in Odoo. And since the question comes up often, here’s a little how-to.
1. Access to invoice templates
- Log in to your Odoo interface
- Access the "Settings" module
- Select "Document Layout" then "Set Up Document Layout" or "Edit Layout".
2. Basic elements to customize
- Logo and header:
- Add your company logo
- Customize the header with your contact information
- Additional information:
- Tax numbers
- Legal Notices
- Bank details
3. Design and Layout
- Choose from the predefined templates (light, framed, clean)
- Modify the colors according to your graphic charter
- Adjust the font and the font size
- Customize the column layout
4. Custom fields
- Add specific fields:
- Internal references
- Payment Terms
- Special notes
- Delivery Information
- Slogan
5. Testing and validation
- Create a test invoice
- Check the preview before printing
- Validate legal compliance
- Test the email sending
Odoo is a perfect combination of professional aesthetics and practical functionality, offering:
- A consistent brand image
- Better readability for your customers
- Ensured regulatory compliance
- An optimized billing process
Billing connects you to your bank, from the cabin to the office
But... sometimes it needs to be reconnected. Why?
Because banks frequently change their security protocols, their identifiers, or their integration platforms, which can break the connection with Odoo.
But, on the other hand: you can automate your follow-ups. So, goodbye to unstructured reminders on a corner of the table, or double reminders because your colleague Julien spoke to the client that very morning and you didn't have the chance to discuss it. In Odoo, everything is documented, everything is tracked... And everything is automated!
Formations sur les modules comptabilité et facturation
At e3k, we love to go further. Why? Because we want you to become as passionate (and remarkably effective) with Odoo as we are.
That's why we regularly offer you training and supportSpecifically, we spend one to two hours together in a group (yes, other clients can join the adventure — it’s often a great opportunity for good exchanges!).
And if you choose the support option, we then schedule a personalized hour, just with you, to apply the learnings to your reality.
Result? Fewer doubts, more impact, and a mastery of Odoo that runs smoothly.
Don't you see any dates on the schedule? Contact Us , we will open one for you.
Frequently Asked Questions
More questions? We have the answers.
The accounting module is part of Odoo's native applications. Its addition does not change the pricing structure of your subscription. Your rate depends on two factors: the number of internal users and the type of license chosen between "Standard" or "Customized".
The good news? Your accountant has free and unlimited access to the module. This approach allows for optimal collaboration at no additional cost.
For a typical SME with 5 employees, the monthly cost ranges from $24 to $37 USD per user depending on the selected options. A reasonable investment considering the automation of accounting processes and the reduction of manual errors.
Feel free to request a personalized demo to explore the features that match your specific needs.
The flexibility of billing options is one of Odoo's major strengths. The system offers billing based on delivered quantities, particularly suited for businesses selling bulk materials or food products.
In Odoo, users can tailor their billing to their reality: you can bill based on the actual time worked, automate recurring invoices with subscriptions, or use milestone billing, which is particularly useful for large-scale projects.
The multi-payer mode facilitates the sharing of amounts between different organizations, a valuable feature in the medical or educational sectors. Proforma invoicing, on the other hand, provides a detailed estimate before the final commitment.
The management of quotes is a significant limitation of the billing module. Creating quotes requires the separate purchase of the sales module.
La documentation disponible reste majoritairement en anglais, créant une barrière pour les utilisateurs francophones. L'interface de facturation, bien que complète, demande une période d'adaptation conséquente pour maîtriser l'ensemble des fonctionnalités.
Simplified Invoicing with Odoo