{"id":282047,"date":"2021-02-08T10:50:11","date_gmt":"2021-02-08T10:50:11","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=282047"},"modified":"2021-02-08T10:50:11","modified_gmt":"2021-02-08T10:50:11","slug":"odoo-bulk-invoice-pdf-generation","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/odoo-bulk-invoice-pdf-generation\/","title":{"rendered":"Odoo Bulk Invoice PDF Generation"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\">INTRODUCTION<\/h3>\n\n\n\n<p><strong>Manage PDF History With Odoo Bulk Invoice PDF Generation!<\/strong><\/p>\n\n\n\n<p>The purpose of the invoice is to let a buyer know how much they owe the supplier and the due date for the same. An invoice is the best way to record the sales made, status of payments, and dates the transactions happened. Such records are invaluable when evaluating your business and your employees\u2019 performance. Invoices are crucial in getting paid on time or collecting payments. Most companies can only make payments when they receive invoices for goods and services delivered. Moreover, an invoice allows you to set payment terms and penalties for late payment. Hence, any of the company have a lot of invoices in the records it&#8217;s been difficult to find few invoices at a time and becomes a hectic job. Now, your difficulties are getting resolved with <strong>&#8216;Odoo Bulk Invoice PDF Generation&#8217;<\/strong>.<\/p>\n\n\n\n<p><strong>&#8216;Odoo Bulk Invoice PDF Generation&#8217;<\/strong> allows you to create a single pdf of bulk invoices and bills in Odoo. Users can easily Filter and send multiple invoices\/bills of the same or different customers in a single pdf document. The user can choose and filter the desired invoices and bills according to dates or invoice\/bill number. The Filtered results can then be sent out to any email address and stored in the directory in the form of a single pdf file. Additionally, the history of all the generated pdf is automatically stored in the Odoo database.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">FEATURES<\/h3>\n\n\n\n<ol class=\"wp-block-list\"><li>The Odoo user can create a single pdf of bulk invoices and bills in Odoo.<\/li><li>It allows the Odoo user to filter out the desired bills and invoices from entire records.<\/li><li>The desired invoices and bills can be selected manually or according to dates and invoice\/bill number.<\/li><li>The list thus generated can be stored in the Odoo or sent to anyone via email in the form of a single pdf document.<\/li><li>The history of every consolidated list generated in the Odoo is stored in the Odoo database.<\/li><\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">INSTALLATION<\/h3>\n\n\n\n<ol class=\"wp-block-list\" id=\"block-fbf17773-f8f0-4387-94e3-9e8a585f42db\"><li>Once you purchase the App from the Webkul store; you will receive the link to download the zip file of the module.<\/li><li>Extract the file on your system after the download finishes. As a result, you will be able to see a folder named-&nbsp;<strong>\u2018wk_invoice_pdf_zip\u2019<\/strong>.<\/li><li>Copy and paste this folder inside your&nbsp;<strong>Odoo Add-On<\/strong>&nbsp;<strong>path<\/strong>.<\/li><li>Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.<\/li><li>Finally, open the Apps menu and click on the<strong>&nbsp;\u2018Update Modules List\u2019<\/strong>.<\/li><li>In the search bar, remove all the filters and then search&nbsp;<strong>\u2018wk_invoice_pdf_zip\u2019<\/strong>.<\/li><li>As a result, you will be able to see the module in the search result. Click on&nbsp;the&nbsp;<strong>\u2018Install\u2019<\/strong>&nbsp;button in order&nbsp;to install the module.<\/li><\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">WORKFLOW<\/h3>\n\n\n\n<ol class=\"wp-block-list\"><li>Firstly; login to the Odoo Instance and then, navigate to the&nbsp;<strong>\u2018Invoicing\u2019<\/strong>&nbsp;module.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"620\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/250-1200x620.png\" alt=\"Odoo Invoicing\" class=\"wp-image-282224\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/250-1200x620.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/250-300x155.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/250-250x129.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/250-768x397.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/250.png 1297w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"2\"><li>Go to the <strong>&#8216;Settings&#8217;<\/strong> under the <strong>&#8216;Configuration&#8217;<\/strong> tab.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"618\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/251-1200x618.png\" alt=\"Settings\" class=\"wp-image-282225\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/251-1200x618.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/251-300x154.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/251-250x129.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/251-768x395.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/251.png 1300w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"3\"><li>Add path then click on the <strong>&#8216;Save&#8217;<\/strong> Button.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"618\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/252-1200x618.png\" alt=\"Add path\" class=\"wp-image-282226\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/252-1200x618.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/252-300x155.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/252-250x129.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/252-768x396.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/252.png 1299w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"4\"><li>Go to the <strong>&#8216;Invoice Pdf History&#8217;<\/strong> under the <strong>&#8216;Pdf History&#8217;<\/strong> tab.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"617\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/262-1200x617.png\" alt=\"Invoice PDF history\" class=\"wp-image-282228\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/262-1200x617.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/262-300x154.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/262-250x129.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/262-768x395.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/262.png 1299w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"5\"><li>Create <strong>&#8216;Invoice Pdf History&#8217;<\/strong>  by selecting the type of Filter Invoices. In Manual form the user  have to manually pick the invoices one by one and then &#8216;Save&#8217;.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"629\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/253-1200x629.png\" alt=\"By Manual\" class=\"wp-image-282227\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/253-1200x629.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/253-300x157.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/253-250x131.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/253-768x402.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/253.png 1281w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"6\"><li>Select Filter Invoices <strong>&#8216;By Invoice Date&#8217;<\/strong>; Select the date for which you have to create Invoice Pdf  History. Tick the checkbox next to <strong>&#8216;Exclude Refund Invoices&#8217;<\/strong>, if you don&#8217;t want to create a pdf history of those invoices, and then click on the <strong>&#8216;Filter&#8217; <\/strong>button.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"624\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/254-1200x624.png\" alt=\"By Invoice Date\" class=\"wp-image-282241\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/254-1200x624.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/254-300x156.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/254-250x130.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/254-768x399.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/254.png 1287w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"7\"><li>Select Filter Invoices <strong>&#8216;By Invoice Range&#8217;<\/strong>; Select the Range for which you have to create Invoice Pdf History and then click on the <strong>&#8216;Filter&#8217;<\/strong> button. Filtered Invoices appears on the screen.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"624\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/255-1200x624.png\" alt=\"By Invoice Range\" class=\"wp-image-282246\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/255-1200x624.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/255-300x156.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/255-250x130.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/255-768x400.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/255.png 1286w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"8\"><li>Click on the <strong>&#8216;Proceed&#8217;<\/strong> button to add the record in the <strong>&#8216;Queue&#8217;<\/strong>.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"627\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/256-1200x627.png\" alt=\"Add invoice pdf history to queue\" class=\"wp-image-282247\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/256-1200x627.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/256-300x157.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/256-250x131.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/256-768x401.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/256.png 1283w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"9\"><li>Click on the <strong>&#8216;Validate&#8217;<\/strong> button to validate the invoice pdf history.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"621\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/257-1200x621.png\" alt=\"Validate Invoice Pdf History\" class=\"wp-image-282248\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/257-1200x621.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/257-300x155.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/257-250x129.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/257-768x397.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/257.png 1283w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Invoice Pdf History Using Server Action<\/h4>\n\n\n\n<ol class=\"wp-block-list\" start=\"10\"><li>Now, Navigate to the &#8216;Invoices&#8217; under &#8216;Customers&#8217; tab. Select the invoices for which you want to create Pdf History.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"620\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/258-1200x620.png\" alt=\"Invoices\" class=\"wp-image-282249\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/258-1200x620.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/258-300x155.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/258-250x129.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/258-768x397.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/258.png 1297w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"11\"><li>After selecting the invoices, Click on the <strong>&#8216;Action&#8217;<\/strong> button and then go to the<strong> &#8216;PDF History&#8217;<\/strong>.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"617\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/259-1200x617.png\" alt=\"Invoice Pdf History\" class=\"wp-image-282250\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/259-1200x617.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/259-300x154.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/259-250x129.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/259-768x395.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/259.png 1299w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"12\"><li>Add Email and then click on the<strong> &#8216;Create History&#8217;<\/strong> button.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"618\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/260-1200x618.png\" alt=\"Invoice Pdf History\" class=\"wp-image-282253\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/260-1200x618.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/260-300x155.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/260-250x129.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/260-768x396.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/260.png 1299w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<ol class=\"wp-block-list\" start=\"13\"><li>History creation message appears on the screen which shows that the &#8216;<strong>Invoice PDF History has been created successfully&#8217;<\/strong>.<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1200\" height=\"608\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/261-1200x608.png\" alt=\"Invoice Pdf History\" class=\"wp-image-282254\" srcset=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/261-1200x608.png 1200w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/261-300x152.png 300w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/261-250x127.png 250w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/261-768x389.png 768w, https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2021\/02\/261.png 1300w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" loading=\"lazy\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Also, Read The User Guides For The Other Module<\/h3>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p><a href=\"https:\/\/webkul.com\/blog\/odoo-accounting-excel-reports\/\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo Accounting Excel Reports<\/a><\/p><cite><a href=\"https:\/\/webkul.com\/blog\/odoo-financial-reports-by-analytic-accounts\/\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo Financial Reports By Analytic Accounts<\/a><\/cite><\/blockquote>\n\n\n\n<h3 class=\"wp-block-heading\">NEED HELP?<\/h3>\n\n\n\n<p>Hope you find the guide helpful! Please feel free to share your feedback in the comments below.<\/p>\n\n\n\n<p>If you still have any issues and queries regarding the module then please raise a ticket at&nbsp;<a href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/\">https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/<\/a><\/p>\n\n\n\n<p>For any doubt contact us at&nbsp;<strong>support@webkul.com<\/strong>.<\/p>\n\n\n\n<p><strong>Thanks for paying attention!!<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>INTRODUCTION Manage PDF History With Odoo Bulk Invoice PDF Generation! The purpose of the invoice is to let a buyer know how much they owe the supplier and the due date for the same. An invoice is the best way to record the sales made, status of payments, and dates the transactions happened. Such records <a href=\"https:\/\/webkul.com\/blog\/odoo-bulk-invoice-pdf-generation\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":322,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2007],"tags":[1267],"class_list":["post-282047","post","type-post","status-publish","format-standard","hentry","category-odoo","tag-odoo"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Odoo Bulk Invoice PDF Generation | Odoo Invoice PDF History<\/title>\n<meta name=\"description\" content=\"Odoo Bulk Invoice PDF Generation module allows you to create Invoice PDF History. You can easily filter the invoices and send them to customers in a Single pdf document.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/webkul.com\/blog\/odoo-bulk-invoice-pdf-generation\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Odoo Bulk Invoice PDF Generation | Odoo Invoice PDF History\" \/>\n<meta property=\"og:description\" content=\"Odoo Bulk Invoice PDF Generation module allows you to create Invoice PDF History. 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