I have a company that does services for its clients. Each client has many branches. My service Teams do services for branches and then the bill is sent to the client by end of month. how shall i formulate it? i know that its not a best practice to create many receivable accounts and payable accounts, but i'm stuck on how to approach it.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Contabilità
- Magazzino
- PoS
- Project
- MRP
La domanda è stata contrassegnata
Hello,
Step 1 - Make sure you are creating the main customer (you can keep the customer type as Company)
Step 2 - Create all the branches as Contacts of that main customer (same as customer but the type will be individual and select the Company as main customer name)
Step 3 - Create a Service product
Step 4 - Create multiple Sales Order with the service you provide and along with the price
Step 5 - At the end of the month, select all these Sales Order (using the select all option in the list view) and from Action > Create Invoice.
So, you will have only one invoice for the whole sales you have done for that month.
In Odoo, you can maintain only one Receivable or Payable Account and you can use the same account for all the customers or vendors.
You can check the below blog to understand more about the accounting setup.
Ti stai godendo la conversazione? Non leggere soltanto, partecipa anche tu!
Crea un account oggi per scoprire funzionalità esclusive ed entrare a far parte della nostra fantastica community!
RegistratiPost correlati | Risposte | Visualizzazioni | Attività | |
---|---|---|---|---|
|
0
feb 24
|
1023 | ||
|
1
dic 23
|
1177 | ||
Switch COA in running company
Risolto
|
|
2
nov 24
|
879 | |
|
1
lug 24
|
2156 | ||
|
1
gen 23
|
3240 |