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Muhammad Adil Shahid

Can we edit the invoice format whenever we send the invoice? Secondly, it is possible when we send the invoice through odoo, we edit the sender means ( only Notification) will be the sender no need to add User Name in front of it. No need to add user name


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Carlos Hernández (carh)
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Hi Muhammad

. Hide the Sender Email

If you don’t want the sender email to appear in messages:

  • Don’t add any email in the "To" field.
  • Instead, add recipients as "followers".
  • This way, emails will be sent with recipients in BCC (blind carbon copy), keeping data private.

2. Customize Invoices and Quotations

Editing the invoice format every time you send it isn’t practical. Instead, use quotation templates!

Enable Quotation Templates
  1. Go to the "Sales" application.
  2. Navigate to Configuration > Settings.
  3. In the "Quotations & Orders" section, check the box for "Quotation Templates".
  4. Click Save.
Create Quotation Templates
  1. Go to the "Sales" application.
  2. Navigate to Configuration > Quotation Templates.
  3. Click Create.
  4. Customize other settings, such as terms and conditions or layout.
  5. Click Save.
  6. Repeat these steps to create as many templates as you need.
Use a Quotation Template
  1. Go to the "Sales" application.
  2. Click Create to generate a new quotation.
  3. In the "Quotation Template" field, select the template you want to use.
  4. The template will automatically apply the configured products, services, and settings.
  5. Modify the quotation if needed and send it to your customer.


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