Invoicing
On this page, you'll find:
- The campaign objectives
- The key points to highlight
- Additional resources
Campaign objectives
Increase awareness of Odoo and its Invoicing app
Show every step of the invoicing process using your own visuals
Highlight the simplicity of the Invoicing app
Get your community to use the app
Brief
1/ Introduce Odoo
Odoo is a management platform offering over 70 interconnected applications, designed to meet all business needs (CRM, sales, invoicing, accounting, project management, inventory, website creation, human resources, and more).
More info: About Odoo
2/ Highlight the key messages
Create and send your invoices in seconds
- Identify your customer.
- Add products/services.
- Update quantities.
- Select billing options (invoice date, due date or payment terms).
- Send the invoice directly from the app (by mail, Peppol, etc.).
- Keep track of your discussion (email, notes and activities) directly from one place.
Track customer payments
- Redirect your customers to a portal where they can pay using various payment methods (PayPal, Adyen, Worldline, Stripe, etc.).
- Connect your bank for automatic synchronization between your bank accounts and Odoo.
- Get a clear overview of pending payments with transparent statuses and due dates.
- Enable automated payment reminders for effortless follow-ups.
Manage vendor bills
- Receive your bills or import them into the app.
- Pay your bills in just a few clicks directly from Odoo.
AI in Odoo
Interact with an integrated AI agent to:
- Generate reports and ask questions to extract key insights.
- Ask questions about how Odoo works.
This is not yet applicable in the UK and the US. For other countries, please check local regulations with your PoC.
Adopt electronic invoicing: a necessity for some, a requirement for others
More and more countries around the world are making electronic invoicing mandatory. The systems put in place for this vary from one country to another and Odoo integrates them for free.
6. Manage your invoices for free
The first app is free for life, including unlimited hosting and support.
Get access to all the apps
at a very affordable price.
3/ Wrap up with
a call to action
Get your community to try Odoo's platform using the tracked link that will be provided to you.
Additional Resources