Why Automate Invoicing and Payments?
Still sending invoices manually? That might be slowing down your cash flow. Odoo 18 lets you automate the entire process — from invoice creation to payment reminders and even reconciliation — giving you more control and fewer delays.
More automation = faster cash flow and less admin headache.
Creating and Sending Invoices in Odoo
Whether it's a sales order, a service agreement, or a subscription — Odoo generates invoices automatically.
Highlights:
- Convert quotations and sales orders into invoices instantly
- Send invoices by email or as downloadable PDFs
- Apply custom payment terms and taxes
- Attach relevant documents like contracts or delivery slips
This ensures accuracy and saves time at every billing cycle.
Recurring Invoices and Subscriptions
Need to bill clients monthly or annually? Odoo has built-in tools for recurring invoices and subscriptions.
- Automate recurring billing for services or retainers
- Auto-send invoices at scheduled intervals
- Handle subscriptions with upgrades, renewals, and cancellations
Perfect for SaaS companies, marketing agencies, or service-based businesses.
Accepting Online Payments
Get paid faster by giving your customers multiple payment options. Odoo integrates with major payment gateways like:
- Stripe
- PayPal
- Authorize.Net
- Adyen
Customers can click a link in the invoice email, pay online, and get an automatic receipt — all without a single manual step from you.
Automatic Payment Reminders and Follow-ups
Chasing payments? Odoo takes care of that too.
- Set up automatic email reminders based on due dates
- Customize follow-up messages by customer or invoice amount
- Send polite nudges, overdue warnings, and final notices
- Track customer communication history
This increases your collection rate without damaging relationships.
Accounting Integration and Real-Time Tracking
Invoices and payments are fully integrated into Odoo Accounting, which means:
- Real-time updates on customer balances
- Automatic journal entries when payments are received
- Easy bank reconciliation
You always know who owes what — and when they paid.
Finance Reports and Payment Status Insights
Odoo's reporting engine helps you track key financial KPIs:
- Aged receivables
- Payment delays by customer
- Total invoice value per period
- Unpaid invoices and overdue totals
You can also filter by region, customer type, or team for detailed insights.
Best Practices to Improve Collections
- Use clear payment terms and include them in all invoices
- Enable online payments to reduce friction
- Automate reminders — don't rely on memory
- Reward early payers with small discounts
- Track and report customer payment behavior regularly
Conclusion
Odoo 18 turns invoicing and payment management into a smooth, automated process that boosts cash flow and reduces manual effort. You get paid faster, track everything easily, and spend more time growing your business.
Need help setting up smart invoicing with Odoo 18? Let our experts guide you.
