Invoice Title
Add Invoice Title
Invoice Title
Add Invoice Title
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".
