Different shipping or payment terms must be specified between vendors and clients. By default, a seller can formally reveal information regarding business policies and products.
In contrast, before committing to a company, every consumer obtains vital information. Using Odoo ERP support, it is simple to set default terms and conditions for bids or invoices.
The Odoo 17 Accounting module helps you set different terms and conditions for clients based on the demands of your business.
Typically, quotations, invoices, or orders with default terms and conditions include legal agreements between the supplier and the buyer. To ensure that invoices are paid correctly, it is important to provide some framework for clients. Let’s look at how to set up terms and conditions in Odoo 17 using the default settings.
The user must enable the Odoo 17 default terms and conditions option before adding multiple terms to the invoice. To access the customer invoices section of Odoo, go to the settings menu.
Enable the default terms and conditions field below the customer invoice section to add alternative conditions to the bottom of your orders, invoices, and quotations, as shown in the image below.
Default conditions can be applied to invoices in two ways: by including a note or by linking to a web page. Let us first look at how to add a remark to an invoice in the accounting application.
To do so, click the save symbol, as seen in the image below, and then choose the Add a Note option under the Default Terms and Conditions section.
Users can alter the terms and conditions by selecting Add a Note in the Settings window. Select the Invoices option from Odoo 17 Accounting, beneath the customer's field.
The Invoices window’s Kanban view allows you to view the details of each invoice separately. The business name, income, date, status, and other information are all presented. To create a new invoice, click the NEW button, as seen in the image below.
When you select a customer from the open page, you may view the partner’s Delivery Address. As shown in the example below, you can specify the invoice’s start date in the Invoice date field and its end date using the due date option.
To pick a product for a client invoice below the Invoice lines field, select your journal in the invoices window and click the Add a line option, as seen in the image below.
As seen in the image above, we select one quantity of LED bulbs from the Invoice Lines menu, and the total number of customer invoices is displayed on the right side.
At the bottom of the Invoice Lines tab, the user can set the customer invoice’s terms and conditions. Users can customize these characteristics for their individual needs. The newly issued invoice from a customer also includes the default terms and conditions that you have requested.
Printing the invoice will allow you to see the extra terms and conditions in the image below.
Thus, based on the business needs, creating default criteria for a customer invoice is easy.
The user can easily include a link to the webpage in a client invoice. Before proceeding, you must enable the specific feature in the Odoo 17 settings.
You may get to the customer invoices section of the configuration by clicking the settings menu. As seen in the image below, select Add a Link to a web page and enable the default terms and conditions field.
When the Add a Link to Web page option is activated, users can add connections to specific orders, quotations, and bills. A URL appears beneath the Add a link to a web page option.
You can make changes to the website builder by selecting edit. Also, after selecting the default terms and conditions, a URL preview is available.
Select your feature in Odoo 17 and press the SAVE button. Next, from the customer's tab, click the invoices menu to create an invoice. To create a new invoice for the buyer, select the NEW button from the Invoice window.
Choose your client from the open screen. The delivery address field contains the delivery address from the most recent customer invoice. Next, choose the invoice’s start date from the invoice date column, as seen in the image below.
The Payment Terms field allows users to customize the invoice terms for consumers. Additionally, select a certain currency for your journal. You can apply product data by selecting the Add a Line option on the Invoice Lines page.
Select your preferred item: the total price will be displayed. As seen in the image below, users can include a link at the bottom of the invoice lines field.
The user-added URL allows the client to rapidly discover the terms and conditions of the selected product. As a result, it is simple to automatically include a certain website URL in an invoice. Once the details have been saved, click the CONFIRM icon in the Invoice box.
To see a preview of the customer invoice, select the print icon. The terms and conditions for the client invoice are available in the downloaded draft invoice, as shown in the image below.
The invoice will be produced as seen in the image below.
You can access the website page by clicking the PREVIEW button in the Invoice box. As shown in the image below, the applied link may be found beneath the invoice lines tab on the customer preview portal’s website.
You will receive a preview of the invoice in the image below.
As a result, adding a link to the Odoo 17 invoice or quotation page is simple. We can easily manage the default terms and conditions of orders and invoices using Odoo 17’s accounting application. Using ERP software, a business can quickly add unique product requirements to a customer invoice.
