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Send invoices to accountant

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Mariana Mier y Terán

How to download and send all invoices on a monthly basis to my accountant?

Could you let me know in detail?

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Cybrosys Techno Solutions Pvt.Ltd
Best Answer

Hi,


To send monthly invoices to your accountant from Odoo, you can manually download them as PDFs by filtering by date, selecting all, and printing. Alternatively, export the data to CSV or Excel for structured data. If you have Odoo Enterprise, Odoo Studio allows custom reports. For full automation, a custom module can download PDFs, export data, and send via email or FTP.

For manual sending, email is simplest, while cloud storage offers a central location. Automate the process with Odoo Studio (for data exports) or a custom module. When emailing, consider security and consistent file naming. Discuss preferred methods and data needs with your accountant. Choose the method based on your business size, technical skills, and desired automation level.


Hope it helps

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