Finance

• Accounting and Invoicing
  • Getting started
    • Main accounting concepts
      • Double-entry bookkeeping
      • Accrual and Cash Basis Methods
      • Multi-companies
      • Multi-currencies
      • International Standards
      • Accounts Receivable and Payable
      • Wide range of financial reports
      • Import bank feeds automatically
      • Calculate the tax you owe your tax authority
      • Inventory Valuation
      • Easy retained earnings
    • Accounting cheat sheet
      • Chart of Accounts
      • Journal Entries
      • Reconciliation
      • Bank Reconciliation
      • Checks Handling
    • Initial configuration
      • Initial setup of Odoo Accounting and Odoo Invoicing
        • Accounting onboarding banner
          • Company Data
          • Bank Account
          • Accounting Periods
          • Chart of Accounts
        • Invoicing onboarding banner
          • Company Data
          • Invoice Layout
          • Payment Method
          • Sample Invoice
      • Chart of Accounts
        • Configuration of an Account
          • Code and Name
          • Type
            • Assets, Deferred Expenses, and Deferred Revenues Automation
          • Default Taxes
          • Tags
          • Account Groups
          • Allow Reconciliation
          • Deprecated
    • Process overview
      • From Customer Invoice to Payments Collection
        • From Draft Invoice to Profit and Loss
        • Invoice creation
        • Draft invoices
        • Open or Pro-forma invoices
        • Send the invoice to customer
        • Payment
        • Receive a partial payment through the bank statement
        • Reconcile
        • Payment Followup
          • Customer aging report:
        • Profit and loss
        • Balance sheet
      • From Vendor Bill to Payment
        • From Vendor Bill to Payment
          • Record a new vendor bill
          • Validate The Vendor Bill
          • Pay a bill
          • Printing vendor Checks
        • Reporting
          • Aged payable balance
  • Account receivables
    • Customer invoices
      • Invoicing processes
        • Sales
          • Sales Order ‣ Invoice
          • Sales Order ‣ Delivery Order ‣ Invoice
          • eCommerce Order ‣ Invoice
        • Contracts
          • Regular Contracts ‣ Invoices
          • Recurring Contracts ‣ Invoices
        • Others
          • Creating an invoice manually
          • Specific modules
          • Resequencing of the invoices
          • Invoice digitization with optical character recognition (OCR)
      • Offer cash discounts
        • Set up a cash discount
        • Start offering the cash discount
        • Grant the cash discount
        • Register the full payment
      • Cash rounding
        • Configuration
        • Apply roundings
      • Payment terms and installment plans
        • Configuration
        • Using Payment Terms
        • Journal Entries
      • Deferred revenues
        • Prerequisites
          • Configure a Deferred Revenue Account
          • Post an income to the right account
            • Select the account on a draft invoice
            • Choose a different Income Account for specific products
            • Change the account of a posted journal item
        • Deferred Revenues entries
          • Create a new entry
            • What does “Prorata Temporis” mean?
          • Deferred Entry from the Sales Journal
        • Deferred Revenue Models
          • Apply a Deferred Revenue Model to a new entry
        • Automate the Deferred Revenues
      • Credit notes and refunds
        • Issue a Credit Note
          • Partial Refund
          • Full Refund
          • Full refund and new draft invoice
        • Record a Vendor Refund
        • Journal Entries
      • Add EPC QR Codes to invoices
        • Configuration
          • Configure your Bank Account’s journal
        • Issue Invoices with EPC QR Codes
      • Send your invoices by post (Snailmail)
        • Set up Snailmail
          • Send your invoices by post
        • Pricing
      • Electronic invoicing (EDI)
        • Configuration
          • Add new formats to a database created before July 2022
    • Customer payments
      • Different ways to record a payment
        • Registering payment from an invoice or bill
        • Registering payments not tied to an invoice or bill
          • Matching invoices and bills with payments
          • Batch payment
          • Payments matching
          • Batch payments matching
        • Reconciling payments with bank statements
      • Invoice online payment
        • Configuration
        • Customer Portal
      • Register customer payments by checks
        • Option 1: Undeposited Funds
          • Configuration
          • From check payments to bank statements
        • Option 2: One journal entry only
          • Configuration
          • From check payments to bank statements
      • Batch payments: Batch deposits (checks, cash etc.)
        • Configuration
          • Payment Method Types
        • Deposit multiple payments in batch
          • Record payments to deposit in batch
          • Add payments to a Batch Deposit
          • Bank Reconciliation
      • Batch payments: SEPA Direct Debit (SDD)
        • Configuration
        • SEPA Direct Debit Mandates
          • Create a mandate
          • SEPA Direct Debit as a Payment Method
          • Close or revoke a mandate
        • Get paid with SDD Batch Payments
          • Customer Invoices
          • Generate SEPA Direct Debit XML files to submit payments
      • Follow-up on invoices
        • Configuration
        • Follow-up reports
          • Debtor’s trust level
          • Send reminders in batches
  • Account payables
    • Vendor bills
      • Manage vendor bills
        • Configuration
          • Installing the Purchase and Inventory applications
          • Creating products
        • Managing your Vendor Bills
          • Purchasing products or services
          • Receiving Products
          • Managing Vendor Bills
        • Vendor Bill Matching
          • What to do if your vendor bill does not match what you received
          • How product quantities are managed
          • Batch Billing
      • Purchase receipts
        • Register a receipt
        • Edit the Journal Entry before posting it
      • Deferred expenses and prepayments
        • Prerequisites
          • Configure a Deferred Expense Account
          • Post an expense to the right account
            • Select the account on a draft bill
            • Choose a different Expense Account for specific products
            • Change the account of a posted journal item
        • Deferred Expenses entries
          • Create a new entry
            • What does “Prorata Temporis” mean?
          • Deferred Entry from the Purchases Journal
        • Deferred Expense Models
          • Apply a Deferred Expense Model to a new entry
        • Automate the Deferred Expenses
      • Non-current assets and fixed assets
        • Prerequisites
          • Configure an Assets Account
          • Post an expense to the right account
            • Select the account on a draft bill
            • Choose a different Expense Account for specific products
            • Change the account of a posted journal item
        • Assets entries
          • Create a new entry
            • What does “Prorata Temporis” mean?
            • What are the different Depreciation Methods
          • Assets from the Purchases Journal
        • Modification of an Asset
        • Disposal of Fixed Assets
        • Assets Models
          • Apply an Asset Model to a new entry
        • Automate the Assets
      • Invoice digitization with optical character recognition (OCR)
        • Configuration
        • Invoice upload
          • Upload invoices manually
          • Upload invoices using an email alias
        • Invoice digitization
        • Pricing
    • Vendor payments
      • Pay with SEPA
        • Configuration
          • Install the required module
          • Activate SEPA payment methods on banks
        • Pay with SEPA
          • Register your payments
          • Generate SEPA files
        • Troubleshooting
          • The bank refuses my SEPA file
          • There is no Bank Identifier Code recorded for bank account …
      • Pay by checks
        • Configuration
          • Install the required module
          • Activate checks payment methods
        • Compatible check stationery for printing checks
          • United States
        • Pay a supplier bill with a check
          • Register a payment by check
          • Print checks
          • Reconcile bank statements
        • Pay anything with a check
      • Pay several bills at once
        • Pay multiple bills with one payment
          • Record several payments
          • Pay supplier bills, one after the other
          • Pay several bills altogether
          • Record the payment, reconcile afterwards
        • Partial payments of several supplier bills
          • How to pay several supplier bills having cash discounts at once?
    • Miscellaneous
      • Forecast future bills to pay
        • Configuration: payment terms
        • Forecast bills to pay with the Aged Payables report
        • Select bills to pay
  • Bank and cash
    • Setup
      • Bank and cash accounts
        • Manage your bank and cash accounts
          • Connect your bank for automatic synchronization
          • Create a bank account
          • Create a cash journal
          • Edit an existing bank or cash journal
        • Configuration
          • Suspense account
          • Profit and loss accounts
          • Currency
          • Account number
          • Bank feeds
      • Outstanding accounts
        • Configuration
          • Default accounts configuration
          • Bank and cash journals configuration
      • Manage a cash register
        • Configuration
        • Usage
          • How to register cash payments?
          • Put money in
          • Take money out
      • Manage a bank account in a foreign currency
        • Configuration
          • Activate multi-currencies
          • Configure currencies
          • Create a new bank account
        • Vendor bill in a foreign currency
        • Unrealized Currency Gains/Losses Report
    • Bank feeds
      • Bank statements
        • Import bank statements files
        • Register bank statements manually
      • Bank synchronization: Automatic import
        • Configuration
          • On-Premise users
          • First Synchronization
          • Synchronize manually
        • Issues
          • Synchronization in error
          • Synchronization disconnected
        • Migration process for users having installed Odoo before December 2020
        • FAQ
          • The synchronization is not working in real-time. Is that normal?
          • Is the Online Bank Synchronization feature included in my contract?
          • Some banks have a status “Beta.” What does this mean?
          • Why do my transactions only synchronize when I refresh manually?
          • Not all of my past transactions are in Odoo, why?
          • Why don’t I see any transactions?
          • How can I update my bank credentials?
      • Ponto as bank synchronization provider
        • Configuration
          • Link your bank accounts with Ponto
          • Link your Ponto account with your Odoo database
          • Update your synchronization credentials
          • Fetch new accounts
        • FAQ
          • After my synchronization, no account appears
          • I have an error about that my authorization has expired
          • I have some errors with my beta institution
      • Salt Edge as bank synchronization provider
        • Configuration
          • Link your bank accounts with Odoo
          • Update your credentials
          • Fetch new accounts
        • FAQ
          • I have an error when I try to delete my synchronization within Odoo
          • I have an error saying that I have already synchronized this account
    • Miscellaneous
      • Do a bank wire transfer from one bank to another
        • Configuration
          • Check your Chart of Accounts and default transfer account
          • Create a second bank account / Journal
        • Register an internal transfer from one bank to another.
          • Log an internal transfer
          • Import bank statements and reconcile
    • Bank reconciliation
      • Bank reconciliation process - use cases
        • Overview
        • Configuration
        • Use cases
          • Case 1: Payments registration
          • Case 2: Bank statements reconciliations
      • Reconciliation Models
        • Types of Reconciliation Models
          • Manually create a write-off on clicked button
          • Suggest counterpart values
          • Match existing invoices/bills
        • Configuration
          • Type
          • Conditions on Bank Statement Line
          • Counterpart Values
  • Taxation
    • Taxes
      • Taxes
        • Activate Sales Taxes from the List view
        • Configuration
          • Basic Options
            • Tax Name
            • Tax Computation
            • Active
            • Tax Scope
          • Definition tab
          • Advanced Options tab
            • Label on Invoices
            • Tax Group
            • Include in Analytic Cost
            • Included in Price
            • Affect Base of Subsequent Taxes
      • Default taxes
        • Configuration
      • Fiscal positions (tax and account mapping)
        • Configuration
          • Tax and Account Mapping
          • Automatic application
        • Application
          • Assign a Fiscal Position to a partner
          • Choose Fiscal Positions manually on Sales Orders, Invoices, and Bills
      • EU intra-community distance selling
        • Configuration
        • Fiscal Positions and Taxes
          • Refresh tax mapping
      • Avatax integration
        • Credential configuration
        • Tax mapping
        • Address validation
        • Tax calculation
      • Get correct tax rates in the United States using TaxCloud
        • Configuration
          • In TaxCloud
          • In Odoo
            • Automatically post taxes to the correct Tax Payable account
        • How it works
        • Coupons & Promotions
      • Manage withholding taxes
        • Configuration
        • Applying retention taxes on invoices
      • Manage prices for B2B (tax excluded) and B2C (tax included)
        • Configuration
          • Introduction
          • eCommerce
          • Setting your products
          • Setting the B2C fiscal position
        • Test by creating a quotation
        • Avoid changing every sale order
      • Cash basis taxes
        • Configuration
        • Impact of cash basis taxes on accounting
      • VIES VAT numbers validation
        • Configuration
        • VAT Number validation
    • Fiscal year
      • Manage Fiscal Years
      • Do a year end in Odoo (close a fiscal year)
        • Year-end checklist
        • Closing the fiscal year
  • Reporting
    • Overview
      • Main reports available
        • Balance Sheet
        • Profit and Loss
        • Executive Summary
        • General Ledger
        • Aged Payable
        • Aged Receivable
        • Cash Flow Statement
        • Tax Report
        • Bank Reconciliation
      • Create a customized reports with your own formulas
        • Overview
        • Activate the developer mode
        • Create your financial report
        • Add lines in your custom reports
      • Data inalterability check report
        • Lock posted entries with hash
        • Report download
    • Declarations
      • Tax return (VAT declaration)
        • Prerequisites
          • Tax Return Periodicity
          • Tax Grids
        • Close a tax period
          • Tax Lock Date
          • Tax Report
      • Intrastat
        • Configuration
  • Others
    • Multi-currency system
      • Configuration
        • Main currency
        • Enable foreign currencies
        • Currency rates
          • Manual update
          • Automatic update
        • Exchange difference entries
        • Chart of accounts
        • Journals
      • Multi-currency accounting
        • Invoices, bills, and other documents
        • Payment registration
        • Bank statements
        • Exchange rate journal entries
    • Analytic
      • Analytic account use cases
        • Case 1: Industrial company: Costs Analyse
        • Case 2: Law Firm: costs of human resources?
        • Case 3: IT Services Company: performance analysis
        • Conclusion
      • Track costs of human resources with timesheets
        • Configuration
          • Create an employee
          • Issue a Sales Order
          • Fill in timesheet
          • Analytic accounting
            • Without filters
            • With filters
      • Track costs of purchases, expenses, subcontracting
        • Overview
        • Configuration
          • Enable Analytical accounting
        • Create an Analytical account.
        • Record an expense
          • Create an expense product
          • Book the expense
        • Create a Purchase Order linked to the analytical account
          • Purchase Product
          • Subcontracting
        • Track costs in accounting
    • Adviser
      • Manage a financial budget
        • Overview
        • Configuration
          • Budgetary Positions
          • Analytical account
        • Set a budget
        • Check your budget
    • Inventory
      • Impact on the average price valuation when returning goods
        • Definition of average cost
          • Defining the purchase price
        • Average cost example
        • Purchase return use case
          • Explanation: counter example
          • Further thoughts on anglo saxon mode
      • Inventory valuation configuration
        • Costing Methods: Standard, FIFO, AVCO
        • Inventory Valuation: Manual or Automated
          • Manual Inventory Valuation
            • Continental Accounting
            • Anglo-Saxon Accounting
          • Automated Inventory Valuation
            • Continental Accounting
            • Anglo-Saxon Accounting
  • Fiscal localizations
    • Overview
      • Fiscal localization packages
        • Configuration
        • Use
      • List of supported countries
        • Fiscal localization packages available
    • Localizations
      • Argentina
        • Webinars
        • Introduction
        • Configuration
          • Install the Argentinean localization modules
            • Configure your company
            • Chart of Account
          • Configure Master data
            • Electronic Invoice Credentials
              • Environment
              • AFIP Certificates
            • Partner
              • Identification Type and VAT
              • AFIP Responsibility Type
            • Taxes
              • Taxes Types
              • Special Taxes
            • Document Types
              • Letters
              • Use on Invoices
          • Journals
            • AFIP Information (also known as AFIP Point of Sale)
              • Web Services
            • Sequences
        • Usage and testing
          • Invoice
            • Document type assignation
            • Electronic Invoice elements
            • Invoice Taxes
            • Special Use Cases
              • Invoices for Services
              • Exportation Invoices
              • Fiscal Bond
              • Electronic Credit Invoice MiPyme (FCE)
            • Invoice printed report
            • Troubleshooting and Auditing
          • Vendor Bills
            • Validate Vendor Bill number in AFIP
              • How to use it in Odoo
            • Special Use cases
              • Untaxed Concepts
              • Perception Taxes
        • Reports
          • VAT Reports
            • Libro de IVA Ventas
            • Libro de IVA Compras
            • Resumen de IVA
          • IIBB - Reports
            • IIBB - Ventas por Jurisdicción
            • IIBB - Compras por Jurisdicción
      • Australia
        • KeyPay Australian Payroll
          • Configuration Steps
          • How does the API work?
      • Chile
        • Webinars
        • Introduction
        • Configuration
          • Install the Chilean localization modules
          • Company Settings
            • Fiscal Information
            • Electronic Invoice Data
              • Configure DTE Incoming email server
            • Certificate
            • Financial Reports
            • Multicurrency
            • Chart of accounts
          • Master Data
            • Partner
              • Identification Type and VAT
              • TaxpayerType
              • Electronic Invoice Data
            • Taxes
              • Taxes Types
            • Fiscal Positions
            • Document Types
              • Use on Invoices
          • Journals
            • Usage
              • Sales
              • Purchases
            • Configuration
          • CAF
            • Configuration
        • Usage and Testing
          • Electronic Invoice Workflow
          • Customer invoice Emission
            • Validation and DTE Status
            • Crossed references
            • Invoice PDF Report
            • Commercial Validation
            • Processed for Claimed invoices
            • Common Errors
          • Credit Notes
            • Use Cases
              • Cancel Referenced document
              • Corrects Referenced Document Text
              • Corrects Referenced Document Amount
          • Debit Notes
            • Use Cases
              • Add debt on Invoices
              • Cancel Credit Notes
          • Vendor Bills
            • Reception
            • Acceptation
            • Claim
          • Delivery Guide
            • Delivery Guide from a Sales Process
          • Electronic Receipt
            • Validation and DTE Status
            • Daily Sales Report
        • Financial Reports
          • Balance Tributario de 8 Columnas
          • Propuesta F29
      • Colombia
        • Webinars
        • Introduction
        • Workflow
        • Configuration
          • Install the Colombian localization modules
          • Configure credentials for Carvajal web service
          • Configure your report data
          • Configure data required in the XML
            • Partner
              • Identification
              • Fiscal structure (RUT)
            • Taxes
            • Journals
            • Users
        • Usage and testing
          • Invoice
            • Invoice creation
            • Invoice validation
            • Reception of legal XML and PDF
            • Common errors
          • Additional use cases
      • Colombia (ES)
        • Introducción
        • Flujo General
        • Configuración
          • Instalación de los módulos de Localización Colombiana
            • Configuración de las credenciales del Servicio Web de Carvajal
          • Configuración de Información para PDF
          • Configuración de los Datos Principales Requeridos en el XML
            • Contacto (Tercero)
              • Identificación
              • Estructura Fiscal (RUT)
            • Impuestos
            • Diarios
            • Usuarios
        • Uso y Pruebas
          • Facturas
            • Invoice Creation
            • Invoice Validation
            • Recepción del XML y PDF Legal
            • Errores Frecuentes
          • Casos de Uso adicionales
        • Consideraciones del Anexo 1.7
          • Contexto
            • Contexto Normativo
            • Anexo 1.7: Principales Cambios
            • Calendario
          • Requerimientos en Odoo
            • Actualización de listado de Apps
            • Actualización de Módulos
            • Creación de Datos Maestros
              • Consumidor Final
              • IVA Excluido - Bienes Cubiertos
              • Actualización de descripción de Departamentos
              • Verificación de Código postal
          • Consideraciones Operativas
            • Consumidor Final
            • IVA Excluido - Bienes Cubiertos
              • Fechas
              • Condiciones
              • Medidas en Odoo
      • Egypt
        • Installation
        • Egyptian e-invoicing
          • Register Odoo on your ETA portal
          • Configuration on Odoo
            • ETA codes
            • Branches
            • Customers
            • Products
          • USB authentication
            • Install Odoo as a local proxy on your computer
            • Configure the USB key
      • France
        • FEC - Fichier des Écritures Comptables
          • FEC Import
            • File formats
            • Fields description and use
            • Implementation details
              • Accounts
              • Code matching
              • Reconcilable flag
              • Account type and Templates matching
              • Journals
              • Journal type determination
              • Partners
              • Moves
              • Rounding issues
              • Missing move name
              • Partner information
          • Export
        • French Accounting Reports
        • Get the VAT anti-fraud certification with Odoo
          • Is my company required to use anti-fraud software?
          • Get certified with Odoo
          • Anti-fraud features
            • Inalterability
            • Security
            • Storage
          • Responsibilities
          • More Information
      • Germany
        • German Chart of Accounts
        • German Accounting Reports
        • Export from Odoo to Datev
        • Point of Sale in Germany: Technical Security System
          • Configuration
            • Modules installation
            • Register your company at the financial authority
            • Create and link a Technical Security System to your PoS
          • DSFinV-K
        • German Tax Accounting Standards: Odoo’s guide to GoBD Compliance
          • What do you need to know about GoBD when relying on accounting software?
          • What about data security?
          • Responsibility of the software editor
          • How can Odoo help you achieve Compliance?
          • Do you need a GoBD-Export?
          • What is the role and meaning of the compliance certification?
          • What happens if you are not compliant?
      • India
        • Installation
        • Indian e-invoicing
          • Registration on your NIC e-Invoice web portal
          • Configuration on Odoo
            • Journals
          • Workflow
            • Invoice validation
            • Invoice PDF Report
            • EDI Cancellation
            • Verify the e-invoice from the GST
      • Indonesia
        • E-Faktur Module
          • NPWP/NIK settings
          • Usage
            • Generate Tax Invoice Serial Number
            • Generate e-faktur csv for a single invoice or a batch invoices
            • Kode Transaksi FP (Transaction Code)
            • Correct an invoice that has been posted and downloaded: Replace Invoice feature
            • Correct an invoice that has been posted but not downloaded yet: Reset e-Faktur
      • Italy
        • SDICoop
          • Configuration
            • Setup the Codice Destinatario on FatturaPA
            • Give Odoo permission to process files
            • Enable FatturaPA on the Sales journal
          • Issue invoices
            • Receive invoices
      • Italy (IT)
        • PEC mail
          • Configurare le informazioni sulla tua Azienda
            • Configurare le impostazioni per la Fatturazione Elettronica
            • Configurare il profilo dei clienti
          • Il processo di fatturazione
      • Luxembourg
        • Configuration
        • Standard Chart of Accounts - PCN 2020
        • eCDF tax return
        • Annual tax report
        • FAIA (SAF-T)
          • Export FAIA file
      • Mexico
        • Webinars
        • Introduction
        • Pre requirements
        • Modules
        • Configuration
          • Enable electronic invoicing
          • Enter legal information
          • Set the fiscal regime of the company
          • Contacts Configuration
          • Taxes Configuration
          • Products Configuration
          • PAC Configuration to sign invoices
        • Workflows
          • Electronic invoicing
          • Invoicing Special Cases
            • Foreign Trade Invoice
              • What do we mean when we talk about foreign trade?
              • What is the Foreign Trade complement?
              • What information can be incorporated in this new complement?
              • Who is obliged to generate it?
              • To which exports does the A1 type apply?
              • Is Foreign Trade the same as Pedimentos?
              • Required Modules
              • Company
              • Receiving Client
              • Products
              • Invoicing Flow
              • What is the certificate of origin and when is it used?
            • Assign Pedimentos
            • Payment Terms
              • PPD Payments
              • PUE
          • Payments
            • Register PPD Payments
            • Register PUE Payments
            • Down Payments
              • Process to create advance in Mexico
              • Steps to follow in Odoo
                • Preparation: Create the Product
                • Issuance of the electronic invoice for the value of the advance received
                • Issuance of the electronic invoice for the total value of the operation.
                • Add credit note from invoice
            • Discounts based on payment days
              • Create and assign the corresponding Payment Term
              • Register the Payment within the days of the discount
              • Create a credit note
          • Cancellation of invoices
            • Before 72 Hours
            • After 72 Hours
            • Cancel Paid Invoices
            • Cancel Invoices from the previous period
              • Problem
              • Solution
                • Close accounting period each month (Best Practice Mexican Localization)
                • Cancel invoice in the SAT
                • Create Manual Reversal Journal Entry
                • Reconcile the open invoice with the reversal entry
                • Change status of Electronic invoicing to Cancelled with server action
          • Electronic Accounting
            • Electronic Chart of Accounts (Called and displayed as COA).
            • How to add new accounts ?
            • What is the meaning of the tags?
          • Trial Balance
            • DIOT Report (Requires Accounting App)
              • What is DIOT and the importance of presenting it SAT
              • When to file the DIOT and in what format ?
              • Where is DIOT presented?
              • One more thing to know: batch loading?
              • How to generate this report in Odoo?
            • Important considerations about your supplier and invoice data for DIOT
          • Closing Fiscal Period in Odoo
            • Year-end checklist
            • Accounting Closing Process
        • Extra Recommended features
          • Contacts App (Free)
          • Multi-currency (Requires Accounting application)
          • Enabling Explicit errors on the CFDI using the XSD local validator (CFDI 3.3)
        • Common problems and errors
        • Glossary
      • Netherlands
        • XAF Export
        • Dutch Accounting Reports
      • Peru
        • Introduction
        • Configuration
          • Install the Peruvian localization modules
            • Configure your company
            • Chart of Account
          • Accounting Settings
            • Basic Concepts
            • Signature Provider
              • IAP (Odoo In-App Purchase)
                • What is the IAP?
                • How does it work?
                • What do you need to do?
              • Digiflow
              • SUNAT
            • Testing environment
            • Certificate
            • Multicurrency
          • Configure Master data
            • Taxes
              • EDI Configuration
            • Fiscal Positions
            • Document Types
            • Journals
              • Use Documents
              • Electronic Data Interchange
            • Partner
              • Identification Type and VAT
            • Product
        • Usage and testing
          • Customer invoice
            • EDI Elements
            • Invoice validation
              • Electronic Invoice Status
            • Common Errors
            • Invoice PDF Report
            • IAP Credits
            • Special Use cases
              • Cancellation process
                • Electronic Invoice Status
              • Cancellation process
              • Advance Payments
              • Detraction Invoices
          • Credit Notes
          • Debit Notes
      • Spain
        • Spanish Chart of Accounts
        • Spanish Accounting Reports
      • Switzerland
        • ISR (In-payment Slip with Reference number)
          • ISR reference on invoices
        • Currency Rate Live Update
        • Updated VAT for January 2018
          • How to update your taxes in Odoo Enterprise (Odoo Online or On-premise)?
• Expenses
  • How to set expense types
  • How to record expenses
    • Manually
    • In one click from emails
  • How to submit expenses to managers
  • How to approve expenses
  • How to post expenses in accounting
  • How to reimburse employees
  • How to re-invoice expenses to your customers
    • Setup
    • Create an order
    • Submit, validate and post expenses
    • Invoice expenses
• Documents
  • Workflow actions
    • Create workflow actions
    • Set the conditions
      • Advanced condition type: domain
    • Configure the actions
• Sign
  • Validity of electronic signatures
    • In the European Union
    • In the United States of America
  • Field Types
• Payment providers (credit cards, online payments)
  • How to get paid with wire transfers
    • How to provide customers with payment instructions
    • How to manage an order once you get paid
    • How to create other manual payment methods
  • Adyen
    • Configuration
      • Credentials tab
        • API Key and Client Key
        • HMAC key
        • URLs
      • Adyen Account
        • Allow payments from a specific origin
      • Place a hold on a card
  • Alipay
    • Configuration
      • Credentials tab
  • Amazon Payment Services
    • Configuration on APS Dashboard
    • Configuration on Odoo
  • AsiaPay
    • Configuration on AsiaPay Dashboard
    • Configuration on Odoo
  • Authorize.Net
    • Configuration
      • Credentials tab
      • Configuration tab
        • Place a hold on a card
  • Buckaroo
    • Configuration on Buckaroo Plaza
      • Enable Push responses
    • Configuration on Odoo
      • Credentials tab
        • Website Key
        • Secret Key
  • Flutterwave
    • Configuration on Flutterwave Dashboard
    • Configuration on Odoo
  • Mercado Pago
    • Configuration on Mercado Pago Dashboard
    • Configuration on Odoo
  • Mollie
    • Configuration
      • Credentials tab
  • Ogone
    • Settings in Ogone
      • Create an API user
      • Set up Ogone for Odoo
    • Settings in Odoo
  • Paypal
    • Settings in Odoo
      • Credentials tab
      • Configuration tab
    • Settings in Paypal
      • Enable Auto Return
      • Enable Payment Data Transfer (PDT)
      • Paypal Account Optional
      • Payment Messages Format
    • Test environment
      • Configuration
  • Razorpay
    • Configuration on Razorpay Dashboard
    • Configuration on Odoo
  • SIPS
    • Configuration
      • Credentials tab
  • Stripe
    • Link your Stripe Account with Odoo
      • Fill in your credentials
      • Generate a webhook
      • Configuration tab
        • Place a hold on a card
    • Enable local payment methods
    • Enable express checkout
  • Supported payment providers
    • Online payment providers
    • Bank payments
  • Additional features
    • Tokenization
    • Manual capture
    • Refunds
    • Express checkout
  • Configuration
    • Add a new payment provider
      • Credentials tab
      • Configuration tab
        • Countries
        • Maximum Amount
        • Payment journal
    • Publish on the website
  • Accounting perspective