Invoice Additional Info

Add additional information (e.g. title, contact person, attachment, milestone) to an invoice

0.00 € 0.0 EUR 0.00 €

US$ 0.00

    This combination does not exist.

    Terms and Conditions
    30-day money-back guarantee
    Shipping: 2-3 Business Days

    STORY BEHIND THE FEATURES

    ODOO BEHAVIOR

    An Invoice has many fields, but it is difficult to find key information such as what it is / what is the original signed document.


    CLUEDOO BEHAVIOR

    In order to ensure good communication between the partner and the internal user, the following information has been added:

    - Title : to ensure explicit communication with your customer / supplier and not communication based on a document number that the customer / supplier does not know (and does not care about)
    - Attachment : to track all the signed invoices and/or customer purchase orders

    and ensure that you have a contract document for all the sales order you are working on.

    - Archive : to keep the list view clean and hide all the closed sales order.
    - Comparison between order and invoice : to keep track of the invoice and sales order or purchase order, and ensure that the order total is the same as the total on the invoice.

    MODULE +

    Strongly improve the management of your invoices.


    CLUEDOO RECOMMENDATION

    We install this module on 100% of our database. Very useful to improve communication with customer / supplier, and avoid communication based on invoice number. However, we recommend to define internally the process of how to use these fields (How to give a title, which attachment to add, ...).

    OUR FEATURES AS SOLUTION

    Title, Contact Person, Invoice Attachment, Total Amount Comparison, Archive

    HOW TO USE THIS MODULE

    1

    On customer invoice form view, you can see the additional fields : Title and Invoice Attachment.


    2

    On list view, you can also see the "Title" field.


    3

    The title is also displayed when you send the invoice, on the subject and on the pdf file.


    4

    Compare the invoice with the order (total ordered amount vs. total invoiced amount) for both customer invoice and vendor bills. You need to create an invoice from a sale order or a purchase order.


    5

    We can also group by "Parent Company" or "Commercial Partners" in "Invoices".