Generating an Invoice in Odoo _ Economic Electric Motors

Hey , everyone .

So today we're going to quickly go through how you go ahead and generate an invoice in ODU for our customers .

Um We're gonna start off on the point of sales main screen .

Now you have a little bit of freedom in what you choose to do first .

Um Sometimes I set the customer first , sometimes I choose products first .

It kind of just depends on how you're feeling at that moment .

For example , um I'm gonna randomly add some products in here .

They were , you know , going through adding , we not do that , ok ?

So let's say the I'm buying these things and at this point now you're gonna want to set the customer .

So in here when you click the customer's button , you're gonna go ahead and have a variety of options .

Um In terms of searching the customer , if you have been another customer number from the past , you can use that .

Like in this case airs strong , I can also use their name as well as their phone number .

So if I knew this was that phone number for , I believe you can even use the address any of the field , you know , relevant fields for the , the particular customer will assist you in finding them .

At that point , you're gonna want to click on the customer , you'll see it , highlights it at green .

Um You then have to hit this set customer button and that will set your current transaction to this customer .

It's easy to always keep track of what customer you have set because it does tell you their name right here .

If they are set , if you ever needed to deselect them for some reason , you could go ahead and do that there and now we're just , you know , generic customer again , but we'll go ahead and set them as a customer for this particular transaction , ok ?

For an on account customer like this , you're gonna wanna add their purchase order .

So under customer note , you can go ahead and put , you know , this is what I've seen a variety of you guys do for a customer's po something of that nature , kind of just throws it on the bottom and then you can go ahead from there .

So after you've completed your products and you're ready to close out your order and go ahead and hit payment , we'll say customer account for this individual .

Um , just to reiterate , you can do split payments .

So even with , let's say they had like $50 cash , I don't know that they would want to do this , but $50 cash and I want the rest of it on the account .

So when you click on a particular payment method , it's gonna default to the remaining amount , but I can go ahead and change it after the fact .

So let's say if you really wanted to , you know , split it up , you technically would have that freedom .

And if you messed up on something , go ahead and hit the X if they did pay , pay all in cash , for example , and let's say they gave you 200 in cash .

Um , your change amount would be right here just so , you know , as well .

Oh , so for simplicity purposes , this one , we're just gonna put customer accounts since this is a customer that normally would pay on account and we have their purchase order logged as we're supposed to .

So you can go ahead and hit this and go ahead and Vaid .

So this will auto generate an invoice .

And once you have that invoice number for the customer , you're going to want to have them sign on your tablet .

So you'll go ahead and put that invoice number in and let them provide your signature for on account , credit card , things of that nature .

So this is the invoice number .

It's right here .

Your computer automatically will go to , you know , download that file and save it .

Um And a lot of the Windows computers you guys have , it'll kind of pop up in the corner over here .

But one way or another , you'll get the invoice like that .

If the customer does want a physical copy of that invoice , feel free to go ahead and save it .

And then from clicking on this section down here , you can go ahead and then open it and this number again is what you're gonna need to do to use rather to have them sign on the tablet .

And there you go , you've created an invoice and when you're doing that , you can go ahead and hit new order .