STEP 1
Login to the TCB Test Database at
http:test.odoo.zone
Then enter your Username and Password
STEP 2
Refer to the “TCB A guide to Creating Products in Odoo” and create
Service Product that will be used for the billing.
In our case we called it “Admin Fee” and made the Price R120.00
STEP 3
Click on “Accounting” and then “Scroll Down”
to access the “Mass Billing” Link.
STEP 4
Click on “Mass Billing” the screen in STEP 5 will appear
STEP 5
The following list of previous billings will appear.
Click “Create” to create a mass billing.
STEP 6
Enter the “NAME” in the field highlighted for the mass billing.
STEP 7
Set to “Active” so that the billing will be active.
STEP 8
Select a “Branch” from the dropdown.
STEP 9
In the “Product” dropdown select “admin fee”
or the item you would like to bill against.
STEP 10
In the “Accounting to Bill” dropdown select “admin fee” or the account you would like the billing to go to.
STEP 11
In the “Journal to Bill” dropdown select “admin fee” or the journal you would like the billing to go to.
The “Status” shows you whether or not the Billing has run.
STEP 12
Once all your information is filled in as seen in the “above document”.
Click on the “bill” button.
STEP 13
Once you have clicked on the “Bill” button, you will notice the “STATUS” has changed to “Billed” and “Amount Billed” has also changed.
“Amount Billed” is a button that shows you the amount that will be billed in the total and you can click on it to process the invoices.
STEP 14
Once clicked on the “Amount Billed” the invoices will appear and can be
processed from there.
STEP 15
Click on the check boxes and then go to the “More” dropdown selection and select “Confirm Draft Invoices” to confirm/validate the draft invoices.
(Confirming will validate your invoices)