Accounting & Invoicing

Accounting & Invoicing

Looking for a simple, efficient way to manage your accounting? Odoo is the solution. Thanks to its many features, discover how to simplify and optimize your accounting tasks: invoice recognition, bank synchronization, payment reminders... All these features will make your life easier and save you considerable time.

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Last Update	19/06/2025
Completion Time	8 hours 23 minutes
Members	122

Customer settings

3Lessons · 17 min
- Terms of payment
  
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- Fiscal positions
  
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- Manage the creation and validation of bank accounts used for your contacts (V17)
  
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Basic internal parameters

8Lessons · 37 min
- Financial statements
  
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- Taxes
  
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- Mutli-currency
  
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- Credit notes
  
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- Create credit notes (v17)
  
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- Load invoices and credit notes (V17)
  
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- Solvency risk management - credit limit
  
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- Find out how to set up credit limits on your customers (V17)
  
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Various functions

101Lessons · 6 hr 40 min
- Automatic character recognition (OCR)
  
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- Email alias
  
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- Contrôle des factures fournisseurs avec la correspondance à 3 voies V18
  
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- Autocomplete supplier invoices
  
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- Fill in your supplier invoices automatically on the basis of a purchase order
  
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- Correction of OCR on supplier invoices
  
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- Invoice sequences
  
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- Configuring your 281.50 plug
  
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- Enregistrement de paiement sur facture en brouillon (V18)
  
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- Check and correct the sequences of your invoices
  
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- Discover the ‘Due date’ field on a supplier invoice (V17)
  
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- Add an EPC QR code to invoices (V17)
  
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- Add QR codes to PDF customer invoices
  
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- Automatically generate recurring supplier invoices
  
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- Structured payment communications
  
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- Invoices in payment
  
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- Manage the status of supplier invoices with different payment methods (V17)
  
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- Group payments via SEPA
  
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- VISA payments
  
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- Managing partial payments
  
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- Reconciliation of bank transactions
  
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- Bank reconciliation
  
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- Increase your productivity with reconciliation models
  
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- Automate your Reconciliation Models
  
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- Configure your payment reminders (V17)
  
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- How to use Incoterms in quotations and sales orders.
  
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- Nuance to know for client follow-ups in v18
  
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- Sign draft invoices with your bank transactions:
  
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- How to edit a customer reminder email template
  
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- Manage accounting document sequences straddling two calendar years
  
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- Use unalterable hashing to secure your accounting entries Accounting
  
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- Start your accounting by importing directly from Winbooks or the FEC
  
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- Review of the bank reconciliation interface in Odoo 18.3: first steps
- Review of the use of tax positions in Odoo 18.3
- Import of accounting documents with analytical distribution (V18)
- How to configure payment communications on your invoices?
- Customer follow-ups
  
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- Deleting mass accounting entries (V17)
  
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- Import reconciliation number
  
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- Accounting: discover some of the new features in V18
  
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- EDI format and Peppol fields added to customer list view (V17)
  
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- Exclude advance payments from sales (V17)
  
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- Automatic creation of analytical accounts for your projects
  
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- How do I use analytical sub-plans?
  
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- Building analytical reports
  
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- Creating accounting journals
  
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- Manage tax years of less than or more than one year
  
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- Bank synchronisation in v17 (lock date)
  
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- Assigning an account number to a customer
  
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- Add legal information to the invoices you issue
  
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- Generate your files 281.5
  
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- Generate your lock dates in Odoo
  
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- Customer follow-ups management
  
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- Add a legal note on tax positions (V18)
  
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- Insert a loan repayment table in the accounts (V18)
  
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- Making a SEPA supplier transfer in Odoo
  
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- Managing a SEPA direct debit in Odoo
  
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- Approval workflow
  
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- Create a customer journal in another currency
  
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- Add legal notice on taxes (V18)
  
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- Impact of tax configurations on the tax return report
  
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- Comptabilité FR - Output the FEC file and modify the auxiliary account
  
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- Presentation of the "Audit trail" feature in Odoo v18
  
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- Block payment of supplier invoices in Odoo 18
  
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- Peppol Odoo - V16
  
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- Send an automatic email after payment .
  
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- Send your invoices and payment reminders by post (v17)
  
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- Invoicing switch
  
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- Asset management
  
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- Importing assets
  
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- Asset creation in progress
  
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- Automatic asset creation (V17)
  
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- Deferred income and expenses
  
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- Managing expenses and income automatically deferred in Odoo (V17)
  
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- Managing expenses and income reported manually in Odoo (V17)
  
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- Managing your prepaid expenses in Odoo (cut-off straddling 2 months) (V17)
  
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- Calculate deferred charges based on the number of Odoo days (V17)
  
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- Disallowed vehicle expenses
  
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- Take advantage of the discount - Belgian supplier case study
  
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- Take advantage of the discount - Suppliers in the intra-Community system
  
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- Find out how to close your accounting period in Odoo (V17)
  
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- Introduction to cost accounting and cost plans
  
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- Budgets
  
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- Budget management (Version 16)
  
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- Email a large number of invoices at once (V17)
  
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- Discover the fiduciary mode in Odoo
  
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- Generate instalments broken down by VAT
  
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- Changes in accounting entries
  
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- Mass change of an account from the account journals
  
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- Generate consolidated invoices
  
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- VAT lock date
  
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- Locking date for accounting documents
  
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- Configuring V17 ecotaxes: impact of the tax sequence on the calculation
  
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- Management of additional taxes (Eco-tax)
  
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- Calculate a customer's profitability using cost accounting - Part 1
  
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- Calculate a customer's profitability using cost accounting - Part 2
  
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- How Lockdates work in accounting and how to unlock them
  
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- Electronic invoices from 1 January 2026: Peppol and increased deductibility on Odoo
  
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- Automate Your Inter-Company Transactions
  
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- Detail Your Services on Your Invoices
  
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- Bill Your Timesheets
  
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Reports

8Lessons · 49 min
- Disallowed expenses
  
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- Financial reports
  
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- Margin analysis
  
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- Reporting: Adding a custom field to standard reporting
  
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- Create grouped accounting reports (V17)
  
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- Email aliases on account journal
  
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- Displaying the exchange rate on invoices
  
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- Adding legal notices to taxes - Odoo V18
  
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