Odoo Help

Welcome!

This community is for beginners and experts willing to share their Odoo knowledge. It's not a forum to discuss ideas, but a knowledge base of questions and their answers.

0

How to Export Receipts

By
Christina Gwira
on 6/29/14, 8:59 PM 611 views

Hello All!

First time posting in the forum so please go easy on me! Is there a way to export sales receipts? I'm using Odoo for my accounting and mostly invoicing. I was using straight Excel to handle all of my letterheads, receipts, invoices etc. Can I export the documents I create in Odoo to be able to email them to clients? I know that quotes and invoices can get emailed, but what about receipts?

 

Thanks!

0

Ludo - Neobis

--Ludo - Neobis--
2387
| 2 2 5
Hoogvliet, Netherlands
--Ludo - Neobis--

Developer

Ludo - Neobis
On 6/30/14, 4:24 AM

(nearly) all items in Odoo can be exported as CSV files. Use the following steps:

  • Go the receipts overview (list view). 
  • Check one or more of the receipts (the ones you want to export)
  • You will see the "More" button appear on the top of the list. 
  • Select option "Export". 
  • Leave the top settings as they are, that is usually sufficient.
  • From the left column, select all the fields that you would like to export from the receipt by double-clicking on them or single-click and pressing ADD. NOTE: The purple fields are the mandatory fields. If you ever want to use the export file to import new receipts, you must have these fields selected at least.
  • When you are done with the selection, press export.
  • Odoo should now provide you with a CSV file. You can open this with Excel or a similair spreadsheet editor. Do note that when opening this document, you need to set the seperator-sign to "comma", otherwith all you information will appear in a single textbox.

Hope this helps!

Your Answer

Please try to give a substantial answer. If you wanted to comment on the question or answer, just use the commenting tool. Please remember that you can always revise your answers - no need to answer the same question twice. Also, please don't forget to vote - it really helps to select the best questions and answers!

About This Community

This community is for professionals and enthusiasts of our products and services. Read Guidelines

Question tools

1 follower(s)

Stats

Asked: 6/29/14, 8:59 PM
Seen: 611 times
Last updated: 3/16/15, 8:10 AM