| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Lines of code | 1207 |
| Technical Name |
bulk_invoices |
| License | AGPL-3 |
| Website | http://www.omaxinformatics.com |
| Versions | 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
Bulk Invoicing
Overview
This module helps to create multiple Customer Invoices and Vendor Bills.
Feature
- User can configure the states of Customer Invoices and Vendor Bills from Invoicing Settings menu.
- Customer Invoices and Vendor Bills will create with Single click for selected Customers/Vendors or All Customers/Vendors.
- Option to select all Customer/Supplier to Mass Invoice/Bills.
- Easy to install. No more configuration needed for this.
How It Works
Invoicing Configuration
User can set Invoices/Bills state from here.
PATH: Invoicing -> Configuration -> Settings
If User select Invoice state = Draft, Customer Invoices will create in Draft state
If User select Invoice state = Open, Customer Invoices will create in Open state & also done validate functionality
If User select Vendor Bill state = Draft, Vendor Bills will create in Draft state
If User select Vendor Bill state = Open, Vendor Bills will create in Open state & also done validate functionality
PATH: Invoicing -> Configuration -> Settings
If User select Invoice state = Draft, Customer Invoices will create in Draft state
If User select Invoice state = Open, Customer Invoices will create in Open state & also done validate functionality
If User select Vendor Bill state = Draft, Vendor Bills will create in Draft state
If User select Vendor Bill state = Open, Vendor Bills will create in Open state & also done validate functionality
Bulk Customer Invoices & Vendor Bills
From the below Path, User can create bulk Customer Invoices/Vendor Bills
PATH for Customer Invoices: Invoicing -> Customers -> Bulk Customer Invoices
PATH for Customer Invoices: Invoicing -> Customers -> Bulk Customer Invoices
PATH for Vendor Bills: Invoicing -> Vendors -> Bulk Vendor Bills
Create Bulk Customer Invoices
After clicking on Bulk Customer Invoices, Below wizard will open.
From Here, User can add Customers, products, Invoice date and Sales Person etc. details.
Click on Create Invoices button to create the invoices.
As per the configuration (Ref. Screenshot:1) Invoices was created with respective state.
From Here, User can add Customers, products, Invoice date and Sales Person etc. details.
Click on Create Invoices button to create the invoices.
As per the configuration (Ref. Screenshot:1) Invoices was created with respective state.
Created Customer Invoices
As per the Invoicing Configuration, Invoices will create in Draft state.
Create Customer Invoices (For All Customers)
Tick on All Customers, Invoices will create for all existing Customers.
Please refer the below screenshot.
Please refer the below screenshot.
Created Customer Invoices
These invoices were created using wizard with Draft state.
Set Vendor Bills state Configuration
Set Open state for Vendor Bills.
Create Bulk Vendor Bills
After clicking on Bulk Vendor Bills, Below wizard will open.
From Here, User can add Vendors, products, Bill date etc. details.
Click on Create Vendor Bills button to create the bills.
As per the configuration, Bills will create with respective state.
From Here, User can add Vendors, products, Bill date etc. details.
Click on Create Vendor Bills button to create the bills.
As per the configuration, Bills will create with respective state.
Created Vendor Bills
As per the Invoicing Configuration, Bills will create in Open state.
Create Vendor Bills (For all Vendors)
Tick on All Vendors, Bills will create for all existing Vendors.
Please refer the below screenshot.
Please refer the below screenshot.
Created Vendor Bills
These Bills were created using wizard with Open state.
As per the Open state functionality, All the Bills were validated.
As per the Open state functionality, All the Bills were validated.
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