| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 1048 |
| Technical Name |
bhs_unified_invoice_manager |
| License | OPL-1 |
| Website | https://bachasoftware.com |
| Versions | 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Calendar (calendar) • Contacts (contacts) • Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 1048 |
| Technical Name |
bhs_unified_invoice_manager |
| License | OPL-1 |
| Website | https://bachasoftware.com |
| Versions | 17.0 18.0 |
Unified Invoice Manager
This module enhances invoicing efficiency by automating customer codes, selecting default currencies, and customizing invoice reports, helping businesses streamline their financial processes.
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.
Seamless Invoice Automation
Automates customer codes, invoice currencies, and invoice codes.
Customizable Revenue Recognition
Choose the month/year in which revenue is recorded.
Enhanced Email Invoicinge
Send invoices to multiple recipients efficiently.
Auto Bank Account Selection
Automatically selects the default bank account based on invoice currency.
Custom Invoice Reports
Generate tailored invoice templates for better reporting.
Key Features
Customer Currency Management
Assign and store customer-specific currencies, ensuring accurate invoice currency selection.
Invoice Currency Auto-Selection
Default invoice currency is automatically set based on the customer's preferred currency.
Auto-Generate Customer Codes
Assigns unique customer codes upon creation to maintain organized records.
Enhanced Email Invoicing
Unlike default Odoo behavior, this module allows sending one email to multiple recipients with one as the main recipient and others in CC.
Revenue Recognition by Month/Year
Adjust revenue recognition dates for invoices created in one month but recorded in another, ensuring accurate financial reporting.
Automatic Bank Account Selection
Selects the default bank account for invoices based on the invoice currency, streamlining payment processing.
Custom Invoice Reports
Generates custom invoice templates tailored to business needs for improved clarity and presentation.
Invoice Code Generation
Automatically generates invoice codes in the format: YEAR-CUSTOMER CODE-0001, making tracking easier.
Installation Guide
Installation
1. Ensure required dependencies are installed.
2. Install the following modules:
- bhs_customer_code_generator
- bhs_customer_specific_invoice_currency
- bhs_multi_recipient_invoice_mailer
- bhs_invoice_report_customizer
3. Install the bhs_unified_invoice_manager module in Odoo.
4. Restart Odoo to apply the module changes.
Configuration
- Verify Customer Currency Settings: Ensure customers have assigned default currencies.
- Enable Auto-Invoice Currency: Check that invoices automatically select the correct currency based on customer settings.
- Set Revenue Recognition Rules: Configure month/year recognition for revenue adjustments.
- Customize Invoice Reports: Modify invoice templates based on your business requirements.
- Test Email Invoicing: Send invoices with multiple recipients in CC to verify functionality.
FAQs
This module automates key invoicing tasks, such as currency selection, invoice code generation, customer code assignment, and revenue recognition adjustments. It also improves email invoicing and provides customized invoice reports, ensuring a smoother invoicing process for businesses.
When a new invoice is created, the module automatically sets the invoice currency based on the customer's stored currency. This ensures that invoices always reflect the correct currency without manual adjustments, reducing errors in international transactions.
By default, Odoo sends a separate email to each invoice recipient, which can be inefficient. This module allows sending one email to multiple recipients, where one recipient is the main contact and others are CC'd. This ensures better communication and simplifies invoice tracking.
Odoo typically records revenue on the invoice date, but sometimes businesses need to recognize revenue in a different period. This module lets you manually choose the month/year for revenue recognition, ensuring compliance with accounting standards and financial planning.
This module depends on the following modules for full functionality:
- Customer Code Generator (bhs_customer_code_generator) â Generates unique customer codes.
- Customer-Specific Invoice Currency (bhs_customer_specific_invoice_currency) â Ensures invoices follow customer currency settings.
- Multi-Recipient Invoice Mailer (bhs_multi_recipient_invoice_mailer) â Enhances email invoicing functionality.
- Invoice Report Customizer (bhs_invoice_report_customizer) â Provides customized invoice reports.
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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