Example: A confirmed $50 sale affects two accounts:

• 1Click the Menu icon (grid / nine-dots) in Odoo's top-left corner.
• 2Select the Accounting module — the Dashboard opens by default.
• 3Each widget (Customer Invoices, Vendor Bills, Bank & Cash) links directly to its module.
• 4Use the Settings cog on each widget to configure the underlying journal.

• 1Go to Customers → Invoices → New.
• 2Select the Customer, set Invoice Date, Due Date / Payment Terms.
• 3Add invoice lines: Product, Account, Quantity, Price, Tax. Journal Items tab shows live debit/credit entries.
• 4Click Confirm to post — Draft → Posted. Journal entry is locked.
• 5Click Send & Print to email or print the invoice.

• 1Open the confirmed invoice → click Add Credit Note.
• 2Choose the credit method, reason, and reversal date → click Reverse.
• 3Odoo creates a linked credit note in Draft. Review, then Confirm.
• 4Reconcile the credit note against the original invoice to reduce the outstanding balance.

• 1From the invoice, click Register Payment.
• 2Select Journal (Bank/Cash), Payment Method, Amount, Date, Memo.
• 3Click Confirm. Odoo auto-reconciles if the amount matches the invoice.

• 1Batch Payments: Customers → Batch Payments → New → Add Lines → Validate.
• 2Products: Define the default income account and customer taxes per product (Accounting tab on the product form).
• 3Customer record: Set receivable account, payment terms, fiscal position, and credit limit.

• 1Navigate to Vendors → Payments → New.
• 2Select the Vendor, set the Date, Journal (e.g., SBTT VISA, Cheque, Bank), and Payment Method. Enter the amount being paid.

• 3Once confirmed, scroll down to the Invoice/Bills tab. Select the invoices being settled. For full amounts the system auto-fills; for partial payments, enter the amount in the Payment Amount field.

• 4Select the Manual Operations tab to record bank charges or write off differences.
• 5Enter the relevant GL account (e.g., 70200 Bank Interest & Charges), the amount ($30.00), currency, journal, and label (Bank Charge).
• 6Any remaining difference is written off to another GL — e.g., 59100 Other Income labelled Transaction Difference.

• 7Once all entries are complete, click Reconcile.

• 1Refund: Open confirmed bill → Add Credit Note → choose reason & date → Confirm.
• 2Payment: Click Register Payment → select Journal, Method, Amount, Date.
• 3After bank reconciliation, the bill shows Paid.

• 1Accounting → Journal Entries → New.
• 2Select the Journal, set Accounting Date and Reference.
• 3Add Journal Items: Account, Label, Partner, Analytic Account, Debit or Credit amount.
• 4Click Post — entry locked and visible in General Ledger.

• 1Import: upload OFX, CSV, CAMT, QIF — or use automated bank sync (Enterprise).
• 2Click Reconcile on the Dashboard widget to match lines to payments/invoices.
• 3Configure Reconciliation Models at Configuration → Banks → Reconciliation Models.

• 1Accounting → Ledgers → General Ledger. Filter by date, journal, or account.
• 2Drill down into any account to see individual journal items.
• 3Partner Ledger: filter by Partner to confirm balance and reconcile directly.

• 1Analytic Items: Assign analytic accounts on any invoice/bill line. Enable at Configuration → Settings → Analytics.
• 2Budgets: Set budgetary positions linked to analytic accounts. Achievement % = Practical ÷ Theoretical × 100.
• 3Assets: Create from a vendor bill line. Define depreciation method and duration. Click Compute Depreciation.

• 1Reconcile: Accounting → Actions → Reconcile.
• 2Lock Dates: Accounting → Actions → Lock Dates. Odoo warns if unposted entries exist.
• 3Import Statement: Upload bank files (OFX, QIF, CSV, CAMT) into a bank journal.

• 1Follow-Ups → Send Letters and Emails. Odoo lists all overdue customers by follow-up level.
• 2Review and send reminder emails, print letters, or send SMS in bulk.
• 3Manual Follow-Ups: Log a call or note on the customer record.

The following fields MUST be populated:

• 1Code — The account code given to the new GL account classification. Structure is usually internal to the organisation.
• 2Account Name — The description/name of the account.
• 3Type — Used for information purposes, to generate country-specific legal reports, and set rules to close a fiscal year. Account types are:

• 4Allow Reconciliation — Once activated, a reconciliation exercise can be performed via the Reconcile functionality in Accounting.
• 5Account Currency — Used for databases that employ multi-currencies.
• 6Once all information is populated, click Save.

• 1Configuration → Invoicing → Payment Terms → New. Define lines: type (Balance/Percent/Fixed), days offset, and optional early discount %.
• 2Set Default Taxes for sales and purchases in Configuration → Settings → Taxes.
• 3Enable Cash Rounding in Settings → Customer Invoices.

• 1Configure Payment Providers (Stripe, PayPal, Adyen, SEPA) for eCommerce or portal payments.
• 2Set Payment Methods per journal: Manual, Cheque, SEPA Credit Transfer, BACS, NACHA.
• 3Enable QR Codes on invoices so customers can scan to pay directly.

• 1In the Sales Module, go to Quotations → New.
• 2Select the customer and fill in the required details.
• 3In the Order Lines tab, add products using:

• 1Once the customer accepts the quotation, click the Confirm button.
• 2Two documents are created: Sales Order and Delivery Note.

• 1From the confirmed Sales Order, select the Create Invoice button.
• 2Choose invoicing type (regular invoice, down payment, etc.) and confirm.
• 3Review the invoice lines, then click Confirm.
• 4Click Send & Print to email the invoice and save a PDF to the downloads folder.

• 1In the Purchase Module, go to Requests for Quotation → New.
• 2Select the vendor and fill in required details.
• 3In the Product tab, add products using Add a product, Add a section, or Add a note.
• 4Send to vendor via Print or Send by Email.

• 1Review the vendor's quote against the RFQ — especially unit prices.
• 2Click Confirm Order to generate the Purchase Order and GRN.

• 3Select Receive Products to open the GRN and validate the receipt of goods into inventory.

• 1With products received, click the Create Bill button on the PO or GRN.
• 2Review the vendor bill — lines are auto-populated from the PO.
• 3Click Confirm — the bill status moves from Draft to Posted.

• 1Define Optional Products — recommended when the parent product is added to a quotation.
• 2Enable Available in POS if the product should appear in Point of Sale sessions.
• 3Add a Sales Description — appears on the sales order and invoice.

• 1Add multiple vendors using Add a Line. Compare prices across vendors.
• 2Set default Vendor Taxes for purchases.
• 3Set Control Policy: based on ordered or received quantities.
• 4Add a Purchase Description — appears on purchase orders.

• 1Define Routes of Operation (e.g., Buy).
• 2Set Customer Lead Time — average days from sales order confirmation to delivery.

• 1Set Income Account and Expense Account to record incoming and outgoing cash flow.
• 2The Price Difference Account is used in automated inventory valuation to record the price difference between a PO and its related vendor bill when validating the bill.

• 1Navigate to the CRM module — you land on the pipeline dashboard.
• 2To view all opportunities, click the × on the "My Pipeline" filter badge in the search bar.
• 3To add a new opportunity, click New. The Opportunity field is the only mandatory field.
• 4Drag and drop cards between stages to update the pipeline manually.

• 1Go to the Internal Notes tab on the opportunity.
• 2Type / to access a formatting menu — headings, bullet lists, numbered lists, tables, and more.
• 3Use the scrollbar in the menu to access all available options.
• 4Once edits are complete, click Save. Click Discard to cancel changes.

• 1Search & Display Criteria: Use Filters, Group By, and Favourites (save criteria for easy access).
• 2Different views: Switch between Kanban, List, and Activity views using the view icons.
• 3Edit and add stages: Customise your pipeline by editing existing stages or adding new ones via the Kanban column headers.
• 4Configure activity types: Define custom activity types (call, email, meeting, demo) in CRM configuration.
• 5Schedule activities: Use the Activities button on any opportunity to schedule calls, follow-ups, and meetings with due dates and assigned users.