Accounting and Invoicing

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Accounting Basics
- Getting started 40 xp
  - Quiz
- Accounting roles 60 xp
  - Quiz
- Chart of accounts 40 xp
  - Quiz
- Update your chart of accounts 💤 80 xp
  - Quiz
- Journals 80 xp
  - Quiz
- Import an opening balance 💤 60 xp
  - Quiz
- Debit and credit 40 xp
  - Quiz
Invoicing
- Customer invoices 60 xp
- Customer Invoice from a Sales Order 40 xp
  - Quiz
- Issuing a Credit Note 40 xp
  - Quiz
- Invoice digitization with OCR 40 xp
  - Quiz
- QR Code on Invoices for European Customers 60 xp
  - Quiz
- Registering a Vendor Bill 60 xp
  - Quiz
- Payment terms 40 xp
  - Quiz
- Terms & Conditions 40 xp
  - Quiz
Payments
- Customer and Vendor Payments 60 xp
  - Quiz
- Online Payments 60 xp
  - Quiz
- Payment Follow-up 40 xp
  - Quiz
- Batch Deposit of Checks 💤 40 xp
  - Quiz
- Cash discount 💤 40 xp
  - Quiz
Taxes
- Taxes and VAT 40 xp
  - Quiz
- Fiscal Positions 60 xp
  - Quiz
- Tax Report and Return 💤 80 xp
  - Quiz
- Cash Basis 💤 60 xp
  - Quiz
- Extra Taxes (ecotax, alcohol, luxury,...) 💤 60 xp
  - Quiz
- US Tax Compliance - Avatax💤 40 xp
  - Quiz
Bank and Cash
- Bank Configuration 60 xp
  - Quiz
- Bank Statements & Bank Synchronization 40 xp
  - Quiz
- Bank reconciliation 60 xp
  - Quiz
- Reconciliation Models 40 xp
  - Quiz
- SEPA Credit Transfer 💤 60 xp
  - Quiz
- SEPA Direct Debit 💤 40 xp
  - Quiz
Accounting management
- Assets Management 40 xp
  - Quiz
- One-shot deferred revenues and expenses 💤 40 xp
  - Quiz
- Deferred Revenue and Expenses 💤 60 xp
  - Quiz
- Analytic Accounting 60 xp
  - Quiz
- Budget Management 💤 60 xp
  - Quiz
- Multi company and Journal Groups 💤 40 xp
  - Quiz
Reporting
- Financial reports 💤 60 xp
  - Quiz
Inventory valuation
- Inventory Valuation 60 xp
  - Quiz
- Continental Inventory Valuation 💤 60 xp
  - Quiz
- Anglo-Saxon Inventory valuation 💤 40 xp
  - Quiz
End of period
- Multi-currency - Realized Gains/Losses 60 xp
  - Quiz
- Multi-currency - Unrealized Gains/Losses 💤 40 xp
  - Quiz
- Closing the fiscal year 💤 40 xp
  - Quiz

Online Payments

60 XP

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In this video, learn how to set up and configure payment providers to allow online payment of invoices and orders for your customers. Thanks to the customer portal, customers can access and pay their invoices and orders online with credit cards, online banking, wired transfers, and more!

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1. Where can I customize the messages displayed in case of online payment?

It’s impossible to change them, they are set by the payment acquirer themselves. In the “messages” tab of a payment acquirer method. In the “Configuration” settings.

2. My product has its “Invoicing Policy” set to “Delivered Quantities”. My customer just bought it online, what will Odoo do?

Nothing, the invoice will be created when the customer confirms delivery. Nothing, invoicing policy does not apply to online orders. Automatically create an invoice, despite the setting.

3. The customer’s payment was just accepted. Where can I find further information on the payment from within the invoice?

By clicking the ‘ transaction button’. By accessing the customer’s form. I can’t access any payment-related information from within the invoice.

Accounting and Invoicing

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Online Payments