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Invoices

发票

Generating invoices for sales orders is an easy task with the assistance of the Odoo ERP system. When you confirm a sales order, you will get an additional button on the sales window to create an invoice as marked in the screenshot below.

在Odoo ERP系统的帮助下，为销售订单生成发票是一项简单的任务。当您确认销售订单时，您将在销售窗口上获得一个额外的按钮来创建发票，如下面的截图所示。

Click the Create Invoice button. A popup will appear to select the invoice type.

单击“创建发票”按钮。将出现一个弹出窗口来选择发票类型。

You can select a Regular Invoice, Down Payment (percentage), or Down Payment (fixed amount) based on your company’s invoicing policies. Click on the Create and View Invoice button. Odoo will lead you to a new window that will show the draft form of the invoice.

您可以根据贵公司的发票政策选择定期发票、首付款(百分比)或首付款(固定金额)。单击“创建并查看发票”按钮。Odoo将引导您进入一个新窗口，该窗口将显示发票的汇票形式。

By clicking on the Confirm button, you will be able to confirm the invoice.

通过单击Confirm按钮，您将能够确认发票。

Register Payment

登记支付

The next step after confirming an invoice is the registration of payment. In order to enable the payment procedure, Odoo offers the Register Payment button.

确认发票后的下一步是付款登记。为了启用支付过程，Odoo提供了Register payment按钮。

You can register the customer’s payment with the help of this button.

您可以通过这个按钮注册客户的付款。

A new wizard will appear where you can define the Journal, Payment Bank, Recipient Bank Account, Amount, Payment Date, and Memo. Click on the Create Payment button.

将出现一个新的向导，您可以在其中定义日记账、付款银行、收款人银行帐户、金额、付款日期和备付单。点击Create Payment按钮。

The status of the Invoice can be seen as In Payment. Once the customer completes the payment procedures, the status will be changed to Paid .

发票的状态可以看作是付款中。客户完成付款程序后，状态将更改为已付款。

The Send & Print button will help you to send the invoice to the respective customer and take print of it. If you reset the invoice to draft, you can use the Reset to Draft button.

发送&打印按钮将帮助您将发票发送给相应的客户并打印。如果您将发票重置为汇票，则可以使用reset to draft按钮。

Sometimes, there will be situations where the customer asks for a refund for their purchase. In such cases, you can use the Add Credit Note button to refund an order.

有时，会出现顾客要求退款的情况。在这种情况下，您可以使用Add Credit Note按钮来退款订单。

A pop-up will appear to mention the Reason, Reversal Date, Specific Journal, and Refund Date.

弹出窗口将显示原因、撤销日期、特定日记账和退款日期。

Clicking on the Reverse button will generate a draft form of the Customer Credit Note as shown in the image below.

单击Reverse按钮将生成客户信用说明的草稿表单，如下图所示。

You can confirm the refund by clicking on the Confirm button.

您可以通过点击确认按钮来确认退款。

Odoo enabled a separate menu in the Sales module for keeping track of the invoices under the To Invoice menu.

Odoo在Sales模块中启用了一个单独的菜单，用于跟踪To Invoice菜单下的发票。

Here, you can find two sub-menus such as Orders to Invoice and Orders to Upsell. The preview of each platform will show the sales Number, Order Date, Website, Customer, Salesperson, Activities, Company, Total, Invoice, and Status. A sales order will be moved to the Orders to Upsell menu when the delivered quantity is greater than the invoiced quantity. For example, a customer ordered for 8 units of a product with the invoicing policy on ordered quantity and 10 units got delivered. In such cases, it is necessary to invoice the extra quantity delivered to the customer. For the extra delivered quantities, Odoo will create an Order to Upsell in the Sales module.

在这里，您可以找到两个子菜单，例如发票订单和追加销售订单。每个平台的预览将显示销售数量、订单日期、网站、客户、销售人员、活动、公司、总额、发票和状态。当交付数量大于发票数量时，销售订单将移动到“订单到追加销售”菜单中。例如，一个客户订购了8个单位的产品，其发票策略是根据订购的数量，并且交付了10个单位。在这种情况下，有必要为交付给客户的额外数量开具发票。对于额外交付的数量，Odoo将在Sales模块中创建一个Order to Upsell。