Invoices are one of the most common accounting documents.
A good invoice is not only a sales receipt but also a legal document that can shield your business from errors and risks.
This article will explain the invoices that you, as a merchant, should send through Odoo to your Shopify store customers once they made a purchase and ordered a product.
Invoices have to include a certain minimum level of information, including the region-specific taxes.
They confirm the customer's demand, showing the products ordered, the quantity, and the price.
Once you have imported your sales orders from your Shopify store, Odoo will automatically create quotations that you have to approve to generate an invoice.
A good invoice is not only a sales receipt but also a legal document that can shield your business from errors and risks.
This article will explain the invoices that you, as a merchant, should send through Odoo to your Shopify store customers once they made a purchase and ordered a product.
Invoices have to include a certain minimum level of information, including the region-specific taxes.
They confirm the customer's demand, showing the products ordered, the quantity, and the price.
Once you have imported your sales orders from your Shopify store, Odoo will automatically create quotations that you have to approve to generate an invoice.
Tip: Check our article - "Forwarding a dropshipping order to a dropshipping partner" to learn more about managing the orders.
The next thing you will have to do is:
1. Go to your Sales module
2. Choose the tab To Invoice
3. And click Orders to Invoice.
Here you will see your customers' orders that you have already confirmed.
Once you're satisfied with your edits, you can click on Create Invoice.
Here, you will be able to choose between:
1. Regular Invoice
2. Down payment (percentage)
3. Down payment (fixed amount)
Has your business outgrown the standard Shopify functionality and you are having to load up your shop with lots of Apps?
Then it's time to think of centralising your business operations in Odoo – everything from order processing, to customer support tickets, to invoicing, to payments and accounting and much more, and using Shopify as a sales frontend (Point of Sale).
Then it's time to think of centralising your business operations in Odoo – everything from order processing, to customer support tickets, to invoicing, to payments and accounting and much more, and using Shopify as a sales frontend (Point of Sale).
Would you like to check if your Shopify shop is compatible with Odoo?
Use our FREE Connection Test, to check compatibility, and pave way to centralised management of your multichannel e-commerce business.
Use our FREE Connection Test, to check compatibility, and pave way to centralised management of your multichannel e-commerce business.
