An Overview of Default Invoice Sending Options in Odoo 17

An Overview of Default Invoice Sending Options in Odoo 17

Optimizing invoice preparation and delivery processes is paramount for maximizing productivity and ensuring prompt payments, making them indispensable for effective corporate governance. The careful selection of the most suitable invoicing method is crucial, as different organizations have unique needs; some may require advanced techniques while others may benefit from simpler solutions. In certain scenarios, a strategic combination of these methods may be the key to ensuring invoices are dispatched on time. Thanks to cutting-edge business software like Zoho Books, invoice management has been revolutionized and streamlined to provide unparalleled efficiency. With its latest updates, Zoho Books offers enhanced invoicing options and advanced capabilities, empowering users to create and send invoices with unparalleled professionalism and effectiveness.

This blog will provide details about the various Invoice-sending options available in the Odoo 17 Accounting Module. Odoo enables users to send invoices via,

> Email

> Download 

> Peppol Mail

> Post

Odoo enables users to customize templates and attachments as PDFs and set the “Download” option as the default sending preference. The integrated email function simplifies electronic communication with customers and provides a convenient way to process payments. Offering customers the ability to print invoices directly from the Odoo platform makes it easier for them to obtain a physical copy. Additionally, you can send PDF invoices via email using the 'Email' feature.

Peppol Mail streamlines electronic document exchange in public procurement, enabling efficient communication between businesses and government entities. Widely used in Europe, especially with Odoo, it enhances interoperability and process efficiency.

Configuring Default Sending Options

Odoo 17 Accounting users can establish preset preferences for delivering client invoices. These default choices can be conveniently set up in the ‘Customer Invoices’ section of the module's ‘Settings’ box. To enable this feature, users must configure the ‘Default Sending Option’ in the Settings, a simple task demonstrated below.

Users have the ability to configure alternative methods for sending invoices through the system, such as printing, emailing, and sending by Post. These customizable options are designed to meet individual preferences and are conveniently accessible within the Send Invoice interface. To activate a specific Invoice Sending Option, users can easily enable the desired choice and ensure to save the changes for seamless processing.

Upon clicking the “Send & Print” button in the invoice configuration form, you will be able to choose from Download, Send By Post, or Email to send the invoice to the consumer.

To send invoices by postal mail, utilize the 'Snailmail' localization function within the Customer Invoice section of the Settings window.

Snailmail

Snail mail is a delightful feature in Odoo's Customer Invoice section that lets you send invoices directly through postal mail. This user-friendly approach is perfect for engaging customers and ensuring their mailboxes aren't overflowing with messages. With Odoo, you can easily send follow-up reports and invoices to recipients worldwide. Choose to print your invoices in color with the Print in Colour option or print on both sides using the Print Both Sides feature. Add a touch of charm to your invoices and papers by including a cover page with the Add a Cover Page button. Stay connected with your clients and customers in a simple and friendly way thanks to this feature.

In order for the Snailmail option to operate effectively, users need to have an ample supply of credit prepaid stamps. By enabling the Send by Post feature in Default Sending Options, users can set the postal service as their primary choice. To acquire credits or view services, users can navigate to the My Services tab and select either Buy Credits or View My Services.

Customers have the ability to view the credit balance of their account within the "Buy Stamps for Snailmail" section and acquire Snailmail stamps from the new homepage by selecting the Buy button corresponding to each stamp.

Once you have signed in to your Odoo account, you can proceed to buy the snail mail stamps by filling in the required information in the form fields.

Upon acquiring the required credits and postage stamps, you can take advantage of the snail mail invoice sending feature for your accounting invoices. This capability is especially valuable for ensuring the seamless generation and distribution of client bills.