{"id":93320,"date":"2017-08-22T10:39:46","date_gmt":"2017-08-22T10:39:46","guid":{"rendered":"https:\/\/webkul.com\/blog\/?p=93320"},"modified":"2022-02-14T08:45:27","modified_gmt":"2022-02-14T08:45:27","slug":"odoo-pos-invoice-automate","status":"publish","type":"post","link":"https:\/\/webkul.com\/blog\/odoo-pos-invoice-automate\/","title":{"rendered":"Odoo POS Invoice Automate"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\" id=\"introduction\">INTRODUCTION<\/h3>\n\n\n\n<p><strong><em>Are you looking forward to improving the performance and gain an edge over the competition.<\/em><\/strong><\/p>\n\n\n\n<p>Now, automate the time-consuming and repetitive tasks of your business by using an efficient tool at your store. Business process automation helps you in numerous things. For instance, Reducing cost, Improving productivity and it helps for greater customer satisfaction.<\/p>\n\n\n\n<p>Therefore, we have come with the <strong>Odoo POS Invoice Automate <\/strong>module. That facilitates the POS user to send the invoice via email. The email for invoices is sent automatically to your customers. This way the customer can easily keep the records online, they don&#8217;t need to maintain the receipts for future use. Instead, they can further attach it for reimburses without scanning. Additionally, even if the administrator forgets to send an email, the cron scheduler sends it automatically at a specific interval of time.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"features\">FEATURES<\/h3>\n\n\n\n<p>1. The Odoo POS Invoice Automatemodule helps the POS user to send the invoice via email.<\/p>\n\n\n\n<p>2. The email for invoices is sent automatically to your customers.<\/p>\n\n\n\n<p>3. The customer can easily keep the records online, they don&#8217;t need to maintain the receipts for future use.&nbsp;<\/p>\n\n\n\n<p>4. Additionally, even if the administrator forgets to send an email, the cron scheduler sends it automatically at a specific interval of time.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"installation\">INSTALLATION<\/h3>\n\n\n\n<p>1.) Once you purchase the Odoo POS Invoice Automate module From the Webkul store, you will receive the link to download the zip file of the module.<\/p>\n\n\n\n<p>2.) Extract the file on your system after the download finishes. You will be able to see a folder named- <strong>\u201cpos_invoice\u201d.<\/strong><\/p>\n\n\n\n<p>3.) Copy and paste this folder inside your Odoo Add-Ons path.<\/p>\n\n\n\n<p>4.) Now, open the Odoo App and click on the Settings menu. Here,<strong> click on Activate the Developer Mode.<\/strong><\/p>\n\n\n\n<p>5.) Then, open on the Apps menu and click on the <strong>\u2018Update Modules List\u2019.<\/strong><\/p>\n\n\n\n<p>6.) In the search bar, remove all the filters and search<strong> \u201cpos_invoice\u201d.<\/strong><\/p>\n\n\n\n<p>7.) Now you will be able to see the module in the search result. Click on <strong>\u2018Install\u2019<\/strong> to install it.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"workflow\">WORKFLOW<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"back-end\"><strong><em>Back-end<\/em><\/strong><\/h4>\n\n\n\n<p>1. Initially, login to your Odoo database and navigate to the Point Of Sale app.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/cDu_bMr0WbjsnSWDUcnk0Taq0VuWbBrvR0nIKIb0OdHPCocjInUUWXOAONVXo_QYPO2Lj-jaiSCFYKerzxiPjZcua22ngoxs1sTVYYYVZ_goyiNuPJcrwxdYGcOdOSsWwT58pOTY\" alt=\"Login to the Odoo and navigate to POS app.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>2. Then click on the ellipsis and navigate to the settings of the POS session.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/DrDWeyFqbBTwMED9TY0wVlahXnaNhs7m5rc8RqCUeEcKs3DmW25IClmiJB_LvRW38xzG7sj4oC06YqWJxYmXfUh2Yngz2mg8B64-_u8XcWukMO0fPZgS47WDBiYrrSQJxqy0FYZH\" alt=\"Navigate to settings of POS session.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>3. Now, scroll down under the <strong>\u2018Invoice\u2019 <\/strong>section, and here are the multiple options available.<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Select the <strong>\u2018Send By Email\u2019 <\/strong>under the <strong>\u2018Button Operation\u2019 <\/strong>section to automatically deliver the invoice.<\/li><li>You can also enable the <strong>\u2018Cron\u2019<\/strong><\/li><li>Set the time interval for cron.<\/li><\/ol>\n\n\n\n<p>Then click on the <strong>\u2018Job start <\/strong>button to start.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/TW8ZZ7WG7M0xJOyesa-9fclGXEjW9t8AweEVe1oYKc3pms2-N3Cmp6ZIqf_1V-dcu76myENA0fx7KGXRngfo6j8v6XS4yyF4Rc06XZFM9LU5_5rVd0KZ7fI1oChIFOQGtmk4RjdE\" alt=\"Select the send by email to automatic invoice deliverying.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>4. Moving on, now you can launch the POS session<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/1CtemXYBKXKaaakJAQRdykcyY4dBrUY75tjuRBnEVazk8VHIKhVmFz34MPIprkmDuxWJABgpXgM6S-9aWDRm73nW_5B4_w3MUQX3wOdKx7wS95jG8QGIcm0qFnHLV8QoPq7dODO3\" alt=\"Start the POS session to use the Odoo POS Invoice Automate module.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"front-end\"><strong><em>Front-end<\/em><\/strong><\/h4>\n\n\n\n<p>5. On order validation screen, enable the <strong>\u2018Invoice\u2019 <\/strong>and click on the <strong>\u2018Validate\u2019 <\/strong>button then the invoice will be sent automatically.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/DMRxXA-gTlUdm89wouE3lZbq26ev3MRLa2wad3mua6EMRq9AcPiWaH8r4gCCpNpPi-9ImXgA54VLfnKFxa-hWH6e3UrU6zyQRxdqALPprufUvIWbtyG0K57Wnc_FbmwoLYDp_63z\" alt=\"Validate the order while enabling invoice.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"back-end\"><strong><em>Back-end<\/em><\/strong><\/h4>\n\n\n\n<p>6. Now, navigate to the <strong>\u2018Orders\u2019 <\/strong>under the <strong>\u2018 Orders\u2019 <\/strong>tab.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/Rz2E_hCeQlexf9s65PbmyezFCEOyCIkeu2oWZuchJKWMa6uFyIKmfxVf90PE6kxMZj5RQqDJAg5Cirq-uCXG6CAI-2KjpSvdN58QAussB43lFA_S3cfPyEayxUbfQGKf9ABOwD33\" alt=\"Navigate to the POS orders.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>7. Here is the order, you simply needs to click on the <strong>\u2018Send Invoice By Email\u2019 <\/strong>then the invoice of this order will be sent to the customer.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/T6GvBTB-jjuxCdDG9yr-PvrH-AJOvkYeiwEGsZcGh2qKef8BDbxd3qDyfUkt6YxmVfLDHaAHEW0WbKKuZhaGuXUIUdYBiBaqlw7WsDX9yzrjMucw6pTaOQDoaugOvlT5IOrbxuPH\" alt=\"Click  on the send invoice by email to send the invoice manually.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>8. Here, you can send the invoice by Email to the customer manually.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/vwXlbnVhC94h2JLSUXzvsYllcjVH98zCe8mp5QzsbccEm4ua_HT0dbaUUKfRZJgwKi2Gp54TkRoUkqn_aQwmxZB6pvR2YjHpG4hsZW__BlWyrA90XQLMZbtLShQsdWh1oG_HJ8VZ\" alt=\"Send the invoice by Email to the customer manually.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<p>9. This is how the client gets the invoice in his Email.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2020\/09\/download-2020-09-01T171550.139.png\" alt=\"The client will get the invoice attached in email automatically while using the Odoo POS Invoice Automate module.\" loading=\"lazy\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"also-read-the-user-guides-for-the-other-modules\"><strong><em>Also Read The User Guides For The Other Modules<\/em><\/strong><\/h3>\n\n\n\n<p><strong><em><a href=\"https:\/\/webkul.com\/blog\/odoo-pos-receipt-design\/\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo POS Receipt Design<\/a><\/em><\/strong><\/p>\n\n\n\n<p><strong><em><a href=\"https:\/\/webkul.com\/blog\/odoo-pos-home-delivery\/\" target=\"_blank\" rel=\"noreferrer noopener\">Odoo POS Home Delivery<\/a><\/em><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"need-help\">NEED HELP?<\/h3>\n\n\n\n<p>Was this guide helpful? Please share your feedback in the comments below.<\/p>\n\n\n\n<p>If you have any issues\/queries regarding the module please raise a ticket at<br><a href=\"https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/\"><strong>https:\/\/webkul.uvdesk.com\/en\/customer\/create-ticket\/<\/strong><\/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>Thanks for reading!!!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>INTRODUCTION Are you looking forward to improving the performance and gain an edge over the competition. Now, automate the time-consuming and repetitive tasks of your business by using an efficient tool at your store. Business process automation helps you in numerous things. For instance, Reducing cost, Improving productivity and it helps for greater customer satisfaction. <a href=\"https:\/\/webkul.com\/blog\/odoo-pos-invoice-automate\/\">[&#8230;]<\/a><\/p>\n","protected":false},"author":319,"featured_media":93396,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2007,2008],"tags":[5025,5335,5439],"class_list":["post-93320","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-odoo","category-point-of-sale-odoo","tag-odoo-pos","tag-odoo-pos-invoice-automate","tag-pos-invoice"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Odoo POS Invoice Automate Odoo POS Invoice Automate - Webkul Blog<\/title>\n<meta name=\"description\" content=\"Odoo POS Invoice Automate module facilitates the POS user to send the order receipt by email automatically to the customers.\" \/>\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-pos-invoice-automate\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Odoo POS Invoice Automate Odoo POS Invoice Automate - Webkul Blog\" \/>\n<meta property=\"og:description\" content=\"Odoo POS Invoice Automate module facilitates the POS user to send the order receipt by email automatically to the customers.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/webkul.com\/blog\/odoo-pos-invoice-automate\/\" \/>\n<meta property=\"og:site_name\" content=\"Webkul Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/webkul\/\" \/>\n<meta property=\"article:published_time\" content=\"2017-08-22T10:39:46+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-02-14T08:45:27+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/08\/download-4-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"825\" \/>\n\t<meta property=\"og:image:height\" content=\"260\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Suhal\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@webkul\" \/>\n<meta name=\"twitter:site\" content=\"@webkul\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Suhal\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/webkul.com\/blog\/odoo-pos-invoice-automate\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/webkul.com\/blog\/odoo-pos-invoice-automate\/\"},\"author\":{\"name\":\"Suhal\",\"@id\":\"https:\/\/webkul.com\/blog\/#\/schema\/person\/2e6504bfa6b473e8596d5ef16432e247\"},\"headline\":\"Odoo POS Invoice Automate\",\"datePublished\":\"2017-08-22T10:39:46+00:00\",\"dateModified\":\"2022-02-14T08:45:27+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/webkul.com\/blog\/odoo-pos-invoice-automate\/\"},\"wordCount\":565,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/webkul.com\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/webkul.com\/blog\/odoo-pos-invoice-automate\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/cdnblog.webkul.com\/blog\/wp-content\/uploads\/2017\/08\/download-4-1.png\",\"keywords\":[\"Odoo POS\",\"Odoo POS Invoice Automate\",\"POS Invoice\"],\"articleSection\":[\"Odoo\",\"Point of Sale\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/webkul.com\/blog\/odoo-pos-invoice-automate\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/webkul.com\/blog\/odoo-pos-invoice-automate\/\",\"url\":\"https:\/\/webkul.com\/blog\/odoo-pos-invoice-automate\/\",\"name\":\"Odoo POS Invoice Automate Odoo POS Invoice Automate - 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