| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• CRM (crm) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 845 |
| Technical Name |
bhs_invoice_report_customizer |
| License | OPL-1 |
| Website | https://bachasoftware.com |
| Versions | 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• CRM (crm) • Calendar (calendar) • Contacts (contacts) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 845 |
| Technical Name |
bhs_invoice_report_customizer |
| License | OPL-1 |
| Website | https://bachasoftware.com |
| Versions | 17.0 18.0 |
Invoice Report Customizer
This module customizes invoice templates, lets you choose a revenue recognition date, automatically selects a bank account based on the invoice currency, and streamlines your invoicing and financial reporting. It requires the following dependencies:
- Customer-Specific Invoice Currency
- Customer Code Generator
https://bachasoftware.com
Highlights
One-time Purchase
Get lifetime access with a single payment.
Dedicated Support
Guaranteed email support for timely assistance.
In-depth user guide
Step-by-step setup documentation included.
Easy To Use
Install the module and it works immediately-no additional configuration required.
Simplified
Management
Automatically selects the default bank account based on the invoice currency. Allows choosing a revenue recognition date for more flexible financial reporting.
Enhanced Email Invoicing
Easily customize your invoice templates to meet your business needs and ensure consistency across all invoices.
Key Features
Choose Month/Year For Billing
This module allows you to select a different month and year for revenue recognition, making it ideal for businesses that need to adjust the accounting period based on when the revenue is realized.
Automatically Select Bank Account
The default bank account is automatically selected based on the invoice currency, ensuring that the payment processing is aligned with the currency of the invoice and reducing manual errors in selecting the correct account.
Custom Invoice Report
Invoice reports are customized according to a predefined template. This allows you to tailor the appearance and content of your invoices to better suit your business needs, enhancing the professional look and feel of your billing documents.
Generate Invoice Code
The module automatically generates invoice codes in the format: YEAR-CUSTOMER CODE-0001 after posting an invoice. This helps in organizing and tracking invoices efficiently, especially for businesses managing a large volume of transactions.
Installation Guide
Installation
1. Install the following modules:
- bhs_customer_specific_invoice_currency
- bhs_customer_code_generator
2. Install the bhs_invoice_report_customizer module in Odoo.
3. Restart Odoo to apply the module changes.
Configuration
- Revenue Recognition: Set the month/year for revenue recognition if you need to adjust the default behavior.
- Bank Account Selection: Ensure that customers have the correct currency assigned so the module can automatically select the right bank account based on the invoice currency.
- Invoice Report Customization: Modify the invoice template based on your business requirements to create a customized report.
FAQs
This module allows you to customize invoice templates, choose a specific revenue recognition date, automatically select a bank account based on the invoice currency, and generate unique invoice codes. It improves invoicing flexibility and simplifies financial reporting.
Normally, Odoo records revenue on the date of the invoice. However, with this module, you can select a specific month and year for revenue recognition, allowing for greater accuracy in accounting and compliance with financial reporting standards.
The module automatically selects the default bank account based on the invoice currency, which helps streamline the payment process and ensures the correct account is used for transactions.
Yes, the module allows you to customize your invoice templates according to your specific business needs. This gives you full control over the appearance and content of your invoices.
The module generates invoice codes in the format YEAR-CUSTOMER CODE-0001 after an invoice is posted. This helps with tracking and managing invoices efficiently.
License
Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.
The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.
THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.
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Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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