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.

Join this Course

Last Update	16/06/2025
Completion Time	8 hours 17 minutes
Members	122

Customer settings

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

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

100Lessons · 6 hr 34 min
- Automatic character recognition (OCR)
  
  Preview
- Email alias
  
  Preview
- Contrôle des factures fournisseurs avec la correspondance à 3 voies V18
  
  Preview
- Autocomplete supplier invoices
  
  Preview
- Fill in your supplier invoices automatically on the basis of a purchase order
  
  Preview
- Correction of OCR on supplier invoices
  
  Preview
- Invoice sequences
  
  Preview
- Configuring your 281.50 plug
  
  Preview
- Enregistrement de paiement sur facture en brouillon (V18)
  
  Preview
- Check and correct the sequences of your invoices
  
  Preview
- Discover the ‘Due date’ field on a supplier invoice (V17)
  
  Preview
- Add an EPC QR code to invoices (V17)
  
  Preview
- Add QR codes to PDF customer invoices
  
  Preview
- Automatically generate recurring supplier invoices
  
  Preview
- Structured payment communications
  
  Preview
- Invoices in payment
  
  Preview
- Manage the status of supplier invoices with different payment methods (V17)
  
  Preview
- Group payments via SEPA
  
  Preview
- VISA payments
  
  Preview
- Managing partial payments
  
  Preview
- Reconciliation of bank transactions
  
  Preview
- Bank reconciliation
  
  Preview
- Increase your productivity with reconciliation models
  
  Preview
- Automate your Reconciliation Models
  
  Preview
- Configure your payment reminders (V17)
  
  Preview
- How to use Incoterms in quotations and sales orders.
  
  Preview
- Nuance to know for client follow-ups in v18
  
  Preview
- Sign draft invoices with your bank transactions:
  
  Preview
- How to edit a customer reminder email template
  
  Preview
- Manage accounting document sequences straddling two calendar years
  
  Preview
- Use unalterable hashing to secure your accounting entries Accounting
  
  Preview
- Start your accounting by importing directly from Winbooks or the FEC
  
  Preview
- Review of the bank reconciliation interface in Odoo 18.3: first steps
  
  New
- Review of the use of tax positions in Odoo 18.3
  
  New
- Import of accounting documents with analytical distribution (V18)
  
  New
- Customer follow-ups
  
  Preview
- Deleting mass accounting entries (V17)
  
  Preview
- Import reconciliation number
  
  Preview
- Accounting: discover some of the new features in V18
  
  Preview
- EDI format and Peppol fields added to customer list view (V17)
  
  Preview
- Exclude advance payments from sales (V17)
  
  Preview
- Automatic creation of analytical accounts for your projects
  
  Preview
- How do I use analytical sub-plans?
  
  Preview
- Building analytical reports
  
  Preview
- Creating accounting journals
  
  Preview
- Manage tax years of less than or more than one year
  
  Preview
- Bank synchronisation in v17 (lock date)
  
  Preview
- Assigning an account number to a customer
  
  Preview
- Add legal information to the invoices you issue
  
  Preview
- Generate your files 281.5
  
  Preview
- Generate your lock dates in Odoo
  
  Preview
- Customer follow-ups management
  
  Preview
- Add a legal note on tax positions (V18)
  
  Preview
- Insert a loan repayment table in the accounts (V18)
  
  Preview
- Making a SEPA supplier transfer in Odoo
  
  Preview
- Managing a SEPA direct debit in Odoo
  
  Preview
- Approval workflow
  
  Preview
- Create a customer journal in another currency
  
  Preview
- Add legal notice on taxes (V18)
  
  Preview
- Impact of tax configurations on the tax return report
  
  Preview
- Comptabilité FR - Output the FEC file and modify the auxiliary account
  
  Preview
- Presentation of the "Audit trail" feature in Odoo v18
  
  Preview
- Block payment of supplier invoices in Odoo 18
  
  Preview
- Peppol Odoo - V16
  
  Preview
- Send an automatic email after payment .
  
  Preview
- Send your invoices and payment reminders by post (v17)
  
  Preview
- Invoicing switch
  
  Preview
- Asset management
  
  Preview
- Importing assets
  
  Preview
- Asset creation in progress
  
  Preview
- Automatic asset creation (V17)
  
  Preview
- Deferred income and expenses
  
  Preview
- Managing expenses and income automatically deferred in Odoo (V17)
  
  Preview
- Managing expenses and income reported manually in Odoo (V17)
  
  Preview
- Managing your prepaid expenses in Odoo (cut-off straddling 2 months) (V17)
  
  Preview
- Calculate deferred charges based on the number of Odoo days (V17)
  
  Preview
- Disallowed vehicle expenses
  
  Preview
- Take advantage of the discount - Belgian supplier case study
  
  Preview
- Take advantage of the discount - Suppliers in the intra-Community system
  
  Preview
- Find out how to close your accounting period in Odoo (V17)
  
  Preview
- Introduction to cost accounting and cost plans
  
  Preview
- Budgets
  
  Preview
- Budget management (Version 16)
  
  Preview
- Email a large number of invoices at once (V17)
  
  Preview
- Discover the fiduciary mode in Odoo
  
  Preview
- Generate instalments broken down by VAT
  
  Preview
- Changes in accounting entries
  
  Preview
- Mass change of an account from the account journals
  
  Preview
- Generate consolidated invoices
  
  Preview
- VAT lock date
  
  Preview
- Locking date for accounting documents
  
  Preview
- Configuring V17 ecotaxes: impact of the tax sequence on the calculation
  
  Preview
- Management of additional taxes (Eco-tax)
  
  Preview
- Calculate a customer's profitability using cost accounting - Part 1
  
  Preview
- Calculate a customer's profitability using cost accounting - Part 2
  
  Preview
- How Lockdates work in accounting and how to unlock them
  
  Preview
- Electronic invoices from 1 January 2026: Peppol and increased deductibility on Odoo
  
  Preview
- Automate Your Inter-Company Transactions
  
  Preview
- Detail Your Services on Your Invoices
  
  Preview
- Bill Your Timesheets
  
  Preview
Reports

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