Factures clients¶
A customer invoice is a document issued by a company for products and/or services sold to a customer. It records receivables as they are sent to customers. Customer invoices can include amounts due for the goods and/or services provided, applicable sales taxes, shipping and handling fees, and other charges. Odoo supports multiple invoicing and payment workflows.
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From draft invoice to profit and loss report, the process involves several steps once the goods (or services) have been ordered/shipped (or rendered) to a customer, depending on the invoicing policy:
Création d’une facture¶
Draft invoices can be created directly from documents like sales orders or purchase orders or manually from the Customer Invoices journal in the Accounting Dashboard.
An invoice must include the required information to enable the customer to pay promptly for their goods and services. Make sure the following fields are appropriately completed:
Customer: When a customer is selected, Odoo automatically pulls information from the customer record like the invoice address, preferred payment terms, fiscal positions, receivable account, and more onto the invoice. To change these values for this specific invoice, edit them directly on the invoice. To change them for future invoices, change the values on the contact record.
Invoice Date: If not set manually, this field is automatically set as the current date upon confirmation.
Due Date or payment terms: To specify when the customer has to pay the invoice.
Journal: Is automatically set and can be changed if needed.
Product: Click Add a line to add a product.
Quantity
Price
Taxes (if applicable)
Astuce
To display the total amount of the invoice in words, go to and activate the Total amount of invoice in letters option.
The Journal Items tab displays the accounting entries created. Additional invoice information such as the Customer Reference, Fiscal Positions, Incoterms, and more can be added or modified in the Other Info tab.
Note
Odoo initially creates invoices in Draft status. Draft invoices have no accounting impact until they are confirmed.
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Invoice confirmation¶
Click Confirm when the document is completed. The document’s status changes to Posted, and a journal entry is generated based on the invoice configuration. On confirmation, Odoo assigns each document a unique number from a defined sequence.
Note
Once confirmed, an invoice can no longer be updated. Click Reset to draft if changes are needed.
If required, invoices and other journal entries can be locked once posted using the Lock posted entries with hash feature.
Envoi de la facture¶
To send the invoice to the customer, click Send & Print. A Configure your document layout pop-up window will appear if a default invoice layout hasn’t been customized. Then, select how to send this invoice to the customer in the Send window.
To send and print multiple invoices, go to and select them. Then click the Actions menu and select Send & Print. A banner will appear on the selected invoices to indicate they are part of an ongoing send and print batch. This helps prevent the process from being triggered manually again, as it may take some time to complete for exceptionally large batches.
Payment and reconciliation¶
In Odoo, an invoice is considered Paid when the associated accounting entry has been reconciled with a corresponding bank transaction.
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Payment follow-up¶
Odoo’s follow-up actions help companies follow up on customer invoices. Different actions can be set up to remind customers to pay their outstanding invoices, depending on how much the customer is overdue. These actions are bundled into follow-up levels that trigger when an invoice is overdue by a certain number of days. If there are multiple overdue invoices for the same customer, the actions are performed on the most overdue invoice.
Séquence¶
The sequence that Odoo assigns to each document is a unique number made up of a prefix and a number. The prefix combines the journal code and the entry date and is used to group entries by period. The number is unique for each period and is used to identify the entry. The default sequence on customer invoices is INV/YYYY/number. In some specific cases, resequencing invoices might be necessary.
Resequencing¶
Resequencing is not possible:
When entries are before a lock date.
When the sequence leads to a duplicate.
When the Invoice Date doesn’t match the date contained in the new sequence number, e.g., if the sequence is changed to INV/2023/XXXXX for a document with an Invoice Date of 2024.
To change the invoice sequence with the structure INV/YYYY/MM/number, add /MM with the number of
the month of the Invoice date. Odoo will recognize the « / » term as a month and update
the future invoice sequence appropriately with the month of the Invoice date. For
example, if the invoice date is January, change the sequence to INV/2024/01/XXXXX.
In this case, if the Invoice date isn’t aligned with the sequence number, a Validation Error message appears.
Note
All sequence changes are logged in the chatter to keep the information.
Sequence changes also affect the format of future invoices” sequences.
Resequencing a single invoice¶
To resequence the last confirmed invoice, click Reset to Draft, then change the sequence. The invoice now appears in red on the Customer Invoices list.
Mass-resequencing invoices¶
It can be helpful to resequence multiple invoice numbers. For example, when importing invoices from another invoicing or accounting system and the reference originates from the previous software, continuity for the current year must be maintained without restarting from the beginning.
Note
This feature is only available to users with administrator or advisor access.
Follow these steps to resequence invoice numbers:
Activez le mode développeur.
From the Accounting Dashboard, open the Customer Invoices journal.
Select the invoices that need a new sequence.
Click the Actions menu and select Resequence.
In the Ordering field, choose to
Keep current order: The order of the numbers remains the same.
Reorder by accounting date: The number is reordered by accounting date.
Set the First New Sequence.
Preview Modifications and click Confirm.
The first invoice using the new sequence appears in red in the Customer Invoices list.
Analyse¶
Partner reports¶
Livre des tiers¶
The Partner Ledger report shows the balance of customers and suppliers. To access it, go to .
Balance âgée des clients¶
To review outstanding customer invoices and their related due dates, use the Aged Receivable report. To access it, go to .
Balance agée des fournisseurs¶
To review outstanding vendor bills and their related due dates, use the Aged Payable report. To access it, go to .
Compte de résultat¶
The Profit and Loss statement shows details of income and expenses.
Bilan¶
The Balance Sheet summarizes the company’s assets, liabilities, and equity at a specific time.