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Finance

Invoicing

✳︎ Invoices and payments

Send professional invoices with payment links and let the system chase the money: automatic follow-ups escalate politely until payment arrives. Online payments reconcile themselves, and customers see their documents in a portal.

ODOO MODULE✳︎
CATEGORYFinance
Why it matters

The finance department is where every process in the company eventually lands - and where every disconnected tool sends its bill. Invoicing works because it does not import your business: it lives inside it. The invoice knows the order it came from, the payment knows the invoice, the report knows everything.

The system chases the money so you don’t have to.

Month-end stops being an expedition. Bank lines match themselves, follow-ups chase debtors politely and relentlessly, and the P&L is not a document someone assembles - it is a screen that is always current. Your accountant stops being an archaeologist and becomes an advisor.

FIG.01 — THE RECONCILIATION
BANKINVOICESRECONCILIATION — LINES MATCH THEMSELVES
Technical drawing · Finance
How it works
the loop runs itself · tap a step to hold it
STEP 01Invoice generated from the order
STEP 02Sent with a payment link
STEP 03Reminders escalate politely
STEP 04Payment reconciles itself
✳︎
The system chases the money so you don’t have to.
Key capabilities
Spec sheet · 4 functions
Invoices generated from sales orders automatically
Payment links: cards, bank transfer, QR-bill
Automated payment reminders and follow-up levels
Customer portal with invoice history
In an ERPSWISS project
Part of our 7-step delivery
STEP 1Configure
A business analyst maps Invoicing to your real processes - most changes take hours in Studio, not weeks of code.
STEP 2Integrate
It shares one database with every other module - no connectors, no sync jobs, no double entry.
STEP 3Train✳︎
Your team learns it in the training step of our 7-step journey - with docs in your Knowledge base.
Good to know

Invoicing in Odoo: one module, one shared database, zero double entry.

Invoicing is one of the standard Odoo applications in the Finance family. Like every Odoo module, it runs on the same database as CRM, sales, inventory and accounting - information entered once is available everywhere, with no connectors, no sync jobs and no manual exports. Companies choose Odoo Invoicing to replace a patchwork of disconnected tools with one integrated system that is easier to maintain and cheaper to own.

In daily work, teams rely on Invoicing for: invoices generated from sales orders automatically; payment links: cards, bank transfer, qr-bill; automated payment reminders and follow-up levels; customer portal with invoice history. Because the module is part of the Odoo platform, every action leaves a clean trail for reporting - managers watch live dashboards instead of assembling spreadsheets, and the numbers stay consistent across departments and companies.

ERP SWISS is an official Odoo partner. We implement and configure Invoicing for companies in Switzerland, France, Germany, the EU and Armenia - including localization, data migration, staff training and long-term support. A typical implementation takes weeks, not months: we configure the standard module to your processes first, and add custom development only where it truly pays off. Book a free demo to see it on your own scenarios.

See Invoicing working on your own processes - on a free demo.
Book a Demo