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User Manual of Odoo Invoice Margin

Updated 27 March 2023

INTRODUCTION

Know Profit & Loss with Odoo Invoice Margin!

Do you want to evaluate invoices to know the margin on each of them regularly? Also, do you want to assess business profitability?

Then we have what you need. Presenting, Odoo Invoice Margin Module. This Odoo app authorizes you to get invoice margins in Odoo. In addition, the admin can view the margin of all or individual Odoo invoices.

Further, the module shows invoice margin in percentage (all invoices page) and in amount (on detailed Invoice page).

FEATURES

  • The Odoo app shows invoice margins in Odoo.
  • View the margin of individual or bulk invoices.
  • View the margin in percentage on the invoice page.
  • Likewise, view the margin in the amount on the detailed invoice.

INSTALLATION

  1. Once you purchase the App from Webkul store, you will receive the link to download the zip file of the module.
  2. Extract the file on your system after the download finishes. You will be able to see a folder named- ‘wk_invoice_margin.’
  3. Copy and paste this folder inside your Odoo Add-Ons path.
  4. Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.
  5. Then, open the Apps menu and click on ‘Update Modules List.’
  6. In the search bar, remove all the filters and search ‘wk_invoice_margin.’
  7. You will be able to see the module in the search result. Click on ‘Install’ to install it.

WORKFLOW

Let’s move to the configuration of the Odoo Invoice Margin.

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CONFIGURATION

1. Once installed, go to ‘Invoicing’ to view the margin of all invoices.

odoo-invoice-margin-on-the-invoice-page

2. Next, click on any invoice to view its margin percentage and amount.

odoo-invoice-margin-on-detailed-invoice-page

OTHER ODOO MODULES

NEED HELP?

Hope you find the guide helpful! Please feel free to share your feedback in the comments below.

If you still have any issues/queries regarding the module, please raise a ticket at https://webkul.uvdesk.com/en/customer/create-ticket/.

Also, please explore our Odoo development services & an extensive range of quality Odoo Apps.

For any doubt, contact us at [email protected].

Thanks for paying attention!!

Current Product Version - 1.0

Supported Framework Version - Odoo 16, 15, 14

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