How to create customer invoices in Odoo, how to remotely access Odoo

Odoo, with its open-source business model as its core, can meet all the business management needs of enterprises. Regarding new knowledge and questions about Odoo, the editor below will provide a detailed analysis of how to create customer invoices in Odoo, so we can progress together.

 How to create customer invoices in Odoo: When a SaaS company sells its subscription products through CRM, it first needs to maintain product definitions in the system to enable online marketing and sales, as well as online analysis of sales performance. So how does Odoo define the subscription products sold by a SaaS company? The following will demonstrate the functions in Odoo + Anodoo through 5 steps: First is the subscription template definition. The system supports creating different subscription templates.

Generally, settings are configured based on key attributes in the template, such as creating monthly, quarterly, or yearly subscriptions. As shown in the figure below, three commonly used subscription templates have been added: Subscription template information needs to be edited, including the cycle, invoice format, whether the customer can close it, and how long after non-payment it will be automatically closed.

As shown in the figure below, this is the configuration for the "Monthly Subscription" template: After completing the definition of the subscription template, you can proceed to create sellable subscription products. First, understand the relationship with the relevant product types. As shown in the figure below, generally, product types such as SaaS products and membership products can adopt the subscription model. Through product management, add products that use the subscription feature. As shown in the figure below, two SaaS products and two membership products have been added, all of which are suitable for using the subscription model.

For this part of the functionality, you can refer to the Odoo + Anodoo Function Introduction (7): How to Manage Products Well. In the setup of the above example products, configure the relevant subscription attributes, including the selection of subscription templates. Through the above steps, you can maintain the subscription products that a SaaS company can sell. In the future, the SaaS industry will definitely need to achieve online sales and automated subscriptions of products in order to free up sales staff and also improve customer satisfaction. Related article: Odoo Anodoo Function Introduction (14): How SaaS Companies Sell Subscription Products Online and Achieve Automated Renewals.

How to remotely access Odoo: Solutions, e-books, videos, audio, images, articles, and other virtual goods that can be disseminated through electronic media can, in today's internet-driven era, be sold online via e-commerce websites to expand sales scale. Through the Odoo framework, we can conveniently achieve online sales of virtual products. First, create a specific virtual product, as shown below, by creating a virtual product called "Excavator Repair Guide" and setting a sales price. After the virtual product is created, we need to define specific electronic documents or addresses for this virtual product (i.e., the files that customers can download or the URLs they can view after payment).

Define a virtual file digital attachment. You can upload specific electronic documents (videos, audio, files, etc.), or define it as a URL as shown below: Define a virtual product electronic file. Here, we upload an electronic document in PDF format: Upload an electronic document. After setting up the specific electronic file, this virtual product is created. Once the virtual product is created, after the customer logs into the website, they can see this newly created virtual product. The product can be seen on the front-end website. Select to add it to the shopping cart and proceed with the purchase operation. Add to cart. After the customer pays and purchases, they can directly download this PDF electronic document. Downloadable after payment and purchase. At the same time, we can see this order in the Odoo backend and perform corresponding operations. The order can be viewed and processed in the backend.

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