Using Odoo – Sending an Invoice to a Customer

In this tutorial we will explain how to send an invoice to a customer over email using Odoo. We will break this into three sections, which are:

1. Giving the Customer Portal Access – Allowing the customer to have access to the customer portal so they can view their invoices.

2. Verifying the Invoice – Making sure that all sales orders are present and accurate for the invoice.

3. Sending by Email – Sending the customer their invoice over email.

Giving the Customer Portal Access ∞

• You first want to navigate to the customer’s account by searching for them in Sales > Customers.

• Click the “more” drop-down menu and select “Portal Access Management”.

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• In this section you want to check the box under In Portal (it will take two click to do this, one to select the line, and one to check the box).

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• You can also add text on the bottom, and that text will be included in the welcome email.

• Once this is completed click Apply and this customer will now be able to access their customer portal.

Verifying the Invoice ∞

• Once you find your customer, focus on the group of buttons on the right side. The Invoiced button shows you the total amount that as able to be invoiced to the customer.

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• Clicking the Invoiced button will bring you to a table of all invoices for that customer.

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• If you click on an invoice in this table, you are brought to a more detailed view of the invoice.

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Sending Email ∞

• While in the invoice you can click on “Send Email” to be taken top the email draft.

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• A generic response will be generated for the customer automatically and presented for editing.

• You can also add any CC’s if needed in Recipients section.

• After you have verified that everything is correct with the draft click on Send and the invoice will be sent to the email that is on file for the customer.

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