Overview of Invoice Management
invoice management is the method by which companies track and pay supplier invoices. At its most simple, the process involves receiving an invoice from a third party, validating it as legitimate, paying the supplier, and noting the payment in company records.
Depending on your business and the application you use, there are different ways to automate the customer invoice creation in Odoo. Usually, draft invoices are created by the system (with information coming from other documents like sales order or contracts) and the accountant just has to validate draft invoices and send the invoices in batch (by regular mail or email).
Depending on your business, you may opt for one of the following ways to create draft invoices:
Sales Order ‣ Invoice
In most companies, salespeople create quotations that become sales orders once they are validated. Then, draft invoices are created based on the sales order. You have different options like:
- Invoice manually: use a button on the sale order to trigger the draft invoice
- Invoice before delivery: invoice the full order before triggering the delivery order
- Invoice based on delivery order: see next section
Invoice before delivery is usually used by the eCommerce application when the customer pays at the order and we deliver afterward. (pre-paid)
For most other use cases, it’s recommended to invoice manually. It allows the salesperson to trigger the invoice on-demand with options: invoice the whole order, invoice a percentage (advance), invoice some lines, invoice a fixed advance.