공급업체 청구서¶
Vendor bills can be registered either manually or automatically in Odoo. The Aged Payable report provides an overview of all outstanding bills to help ensure timely payment of the correct amounts.
더 보기:
청구서 생성하기¶
수동¶
To create a vendor bill manually, go to and click New.
팁
Alternatively, it is possible to create a vendor bill from the Accounting dashboard:
매입 전표에서 신규 를 클릭하거나;
or click the (vertical ellipsis) icon of the Purchases journal, then Bill under the New section.
자동¶
Vendor bills can be automatically created by sending an email to an email alias associated with the purchase journal, or by uploading a PDF.
참고
Once the bill is uploaded, the PDF document appears on the right side of the screen, making it easy to fill in the bill information.
Bills can be digitized for automatic completion and matched with purchase orders to replace OCR-detected data with the existing purchase order’s details.
Services such as digitizing scanned or PDF vendor bills in Odoo require In-App Purchase (IAP) credits.
To automatically post bills from selected vendors, go to and select the relevant vendor. In the Accounting tab, under the General section, update the Auto-post bills field with one of the following options:
항상
수정 없이 3회 인증 후 요청
하지 않음
더 보기:
공급업체 청구서 완료하기¶
직접 혹은 자동 생성 여부와 관계없이, 청구서에서 다음 필드가 알맞게 입력되었는지 확인합니다:
Vendor: Odoo automatically fills in some information based on the information on the vendor’s contact record as well as previous purchase orders and bills.
Bill Reference: Add the sales order reference provided by the vendor. This field is used to match the products when they are received.
Auto-Complete: Select a past bill/purchase order to complete the document automatically. The Vendor field should be completed before completing this field.
청구일: 문서 발행일을 선택합니다.
회계 날짜: 필요 시 문서의 회계 등록일을 변경합니다.
Payment Reference: The Memo field automatically includes the payment reference once the payment is registered.
Recipient Bank: Indicates the account number to which the payment will be made. This field is required when paying via batch payment files (such as NACHA and SEPA).
Due Date or Payment Terms must be specified for the bill payment.
Journal: Select which journal should record the bill and in which currency.
청구서 내역 탭에서:
품목 카탈로그에 액세스하려면 카탈로그 를 클릭합니다.
Select the products and quantities, then click Back to Bill to return to the vendor bill; the selected catalog items will appear in the vendor bill lines.
필요 시 수량, 가격 및 세금 필드를 변경합니다.
팁
If the bill line does not correspond to an existing product in the database, click Add a line and enter a description for the bill line without linking it to a product.
참고
하나의 구매발주서에 대해 여러 건의 청구서가 발행되는 경우가 생길 수 있는데, 이는 이월 주문 방식을 채택 중인 공급업체에서 품목 출고 시에 청구서를 발행하는 경우이거나, 공급업체에서 부분적으로 청구서를 발행하는 경우, 혹은 보증금을 요청하는 경우 등이 이에 해당합니다.이 경우, 청구서는 여러 건이더라도 청구서 참조 항목은 모두 동일하게 됩니다.
공급업체 청구서 확인하기¶
Click Confirm when the document is completed. The status changes to Posted, and a journal entry is generated based on the vendor bill information. On confirmation, Odoo assigns each vendor bill a unique number from a defined sequence.
참고
Once confirmed, a vendor bill can no longer be updated. Click Reset to draft if changes are required.
청구서 자체 발행¶
Self-billing is a workflow where a customer generates a vendor bill on the supplier’s behalf and sends a copy to the supplier for their records. It removes the need for the supplier to send the customer a vendor bill and is common in industries where the customer has more reliable transaction data. It also reduces payment time as the customer does not have to wait for the supplier to issue a vendor bill.
Odoo supports the generation of self-billing vendor bills and self-billing credit notes, both of which can be sent by email and via Peppol.
환경설정¶
To configure self-billing in Odoo, first create a separate purchase journal specifically for self-billing:
Navigate to .
신규 버튼을 클릭합니다.
Enter a Journal Name and set the Type to Purchase.
In the Advanced Settings tab, enable Self Billing.
더 보기:
Create a self-bill¶
Self-bills can be created both manually and automatically. When creating self-bills, be sure to either create them directly from the self-billing purchase journal on the Accounting Dashboard or manually set the Journal of the self-bill to the self-billing purchase journal.
참고
The sequence of self-bills contains the database ID (also known as the internal ID) of the partner, making the sequence unique per partner.
Send a self-bill¶
To send a self-bill after creating and confirming it, click Send. In the Send popup window, select the sending methods (i.e., by Email, by Post, and/or by Peppol), and click Send.
참고
If sending self-bills via Peppol, first configure your Peppol registration, then verify that the vendor is registered with Peppol. To do so, go to , then go through the contact verification process.
Not every Peppol access point supports self-billing. Check with your suppliers to ensure theirs does.
결제 및 조정¶
To register a payment, click on Pay. In the Pay window, select the Journal, the Payment Method, the Amount, and the Currency.
When the Amount paid is less than the total remaining amount on the vendor bill, the payment is partial, and the Payment Difference field displays the outstanding balance.
The Memo field is filled automatically if the Payment Reference has been set correctly on the vendor bill. If the field is empty, select the vendor invoice number as a reference.
Then click Create payment. An In Payment/Partial banner appears on the bill until it is reconciled and its status updates to Paid.
더 보기:
결제
장기 미지급금 보고서¶
For an overview of the open vendor bills and their due dates, go to .
Click the (right arrow) icon next to a vendor to view the details of all their outstanding bills, including the due dates and amounts.
참고
PDF 또는 XLSX 파일을 생성하려면 PDF 또는 XLSX 필드를 각각 클릭합니다.