Invoicing
Invoices created from orders and sent to customers, with payment status tracked.
Invoices, payments and books that stay in step with your sales.
We set up Odoo accounting so invoices, payments and reconciliation follow from your orders, and your accountant gets clean reports.
How it works
Review your accounts and taxes
We look at your chart of accounts, taxes and how you report today.
Configure with your accountant
We set up accounting in agreement with the people responsible for your filings.
Migrate opening balances
We bring across balances, customers, vendors and open items.
Rehearse on a copy
We compare the new books with your old ones until the numbers agree.
Train your finance team
Your team practises invoicing, payments and month-end.
Go live and support
We stay close through the first month-end.
Who this is for
Businesses whose finance sits apart from sales, purchase and stock, often in Tally and spreadsheets side by side. It suits owners who want their accountant to get clean reports.
The problem
Invoices are retyped from orders and reconciliation takes too long. The books are always a step behind what actually happened.
What you get
Payments and reconciliation
Bank and payment entries matched to invoices, using Odoo Enterprise.
Taxes
Tax setup for your region, reviewed with your accountant.
Vendor bills
Bills recorded against purchase orders and paid on time.
Financial reports
Reports your accountant and management can rely on.
Migration from Tally and spreadsheets
Opening balances, masters and open invoices moved across and reconciled.
Good fit if
Odoo accounting helps when finance is separate from the rest of the business:
- You use Tally and spreadsheets side by side.
- Invoices are retyped from orders.
- Reconciliation takes too long.
- You want accounting tied to sales, purchase and stock.
Working with your accountant
We configure taxes and reports with your accountant, not around them. Accounting rules differ by country, so we confirm the setup with the people responsible for your filings.
Common questions
Can you migrate us from Tally?
Yes. We move masters, opening balances and open invoices, and reconcile them against your books before you go live.
Does it follow our local tax rules?
Odoo has country packages for many regions. We check what applies to you and confirm it with your accountant.
Which Odoo edition do we need?
Odoo Community covers invoicing. The full accounting app, with bank reconciliation and financial reports, is part of Enterprise, which needs a licence from Odoo. Community add-on modules can cover some of it. We help you choose.
Does this replace our accountant?
No. It gives your accountant cleaner, faster information to work with.