Creating vendor bills is a fundamental aspect of any business's financial management. In Odoo 15, the process is simplified, helping you record and manage bills effectively. In this article, we guide you through the steps for creating a vendor bill, ensuring all details are recorded correctly and making accounts payable management easier. Keeping proper control of expenses is key to your company's success.
Go to the POS main menu.
Open the "Purchase" module.
In this view, you can see all invoices created to date, including:
- Reference.
- Vendor Name.
- Purchase Representative (the person who creates the invoice or receives the order).
- Order Deadline, if configured.
- Source Document.
- Invoice and/or Quotation Total.
- Invoice Status.
In this same view, you can create a new invoice by clicking "CREATE" in the upper-right corner
When creating a new Quotation and/or Invoice, this view appears for completing the process. Enter the following in the form:
- Vendor Name.
- The Invoice Number provided by the vendor, if applicable.
- Order Deadline (the latest date the order should arrive).
- Receipt Date (applies to invoices created on different dates).
- In the first tab below, "Products", link the products to be quoted and/or invoiced to this invoice.
After entering all the details, save the quotation/invoice using the button in the upper-left corner.
After saving the invoice, 4 different actions are available.
- Remove a product from the invoice. --- (1)
- Generate a Receipt Report. --- (2)
- Print a request for quotation, if applicable. --- (3)
- Confirm the Order, if applicable. --- (4)
1. Remove a product: find the "Trash" icon at the end of the line for the product you want to remove.
2. Receipt Report: find any of the products entered and click the graphic in the middle of its description.
Clicking this option generates a PDF invoice with the relevant details, such as products, current stock quantities, incoming quantities and the total of products in stock plus those being received.
3. Print a request for quotation: clicking "PRINT RFQ" generates a quotation invoice in PDF format for your vendor/customer.
3. Confirm Order: clicking "Confirm Order" generates a final invoice that confirms the order's arrival.
You can also generate a delivery invoice to print from the "Vendor Bill" tab
After generating the "Vendor Bill", you can register payment using the button in the upper-left corner.
The system displays a short final form for entering the cash details for this invoice. In this cash example, the invoice was paid from the "Cash Journal (Manual)"
Select whether payment was made in cash or by bank transfer/deposit, the amount, payment date and invoice reference. These details help you maintain orderly accounting
Once payment is confirmed, the system marks the invoice as "Paid".
Creating vendor bills in Odoo 15 is a simple process that contributes to more organized, effective financial management. By following these steps, you can ensure all expenses are recorded correctly and keep clear control over your financial obligations. Making this a regular practice helps you track expenses and improve your business's financial health. Start improving your invoice management today!