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Accounting and Invoicing · 16 min · 19–20Invoices, bills, payments and bank reconciliation
Customer invoices and credit notes, vendor bills with digitisation, payments and batch payments, follow-ups and reconciliation in daily practice.
In this lesson
- Invoices, credit notes and bills
- Payments, batch payments and the Odoo 20 labels
- Follow-ups and the daily routine
Key points
- account.move types: out_invoice, out_refund, in_invoice, in_refund, entry
- Bill digitisation; Odoo 20 bill line suggestions and duplicate detection
- account.payment; batch payments; Odoo 20: In Process→Paid, Paid→Reconciled
- Follow-ups manual or automatic; design the accountant's daily loop
Real-world example
After upgrading to Odoo 20, a Lagos firm's 'unpaid invoices' favourite showed paid ones too: it filtered on the old 'In Process' label. The consultant rebuilt filters on payment state, retrained the team on the new labels, and added it to the upgrade checklist template.
Questions and answers
How do vendor bills arrive by email?
Through the purchase journal's email alias.
What does a partial credit note do?
Reverses part of an invoice; the remainder stays due.