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Odoo (OpenERP) Invoice Portal

Pro-forma Invoice Accept / Reject via email

Pro-forma Invoice Accept / Reject via Mail 

Category: Custom

Modules Version: Odoo 9.0,10.0                                                                                                                                                                                                                     

Planning to Develop customization to keep track of Accepted/Rejected invoices by customers? Or Having trouble in managing invoices accepted/rejected by customers?

Caret has covered this customization too, Just follow the configuration,

  • Configure outgoing email server

Odoo CMS - a big picture

Now testing the connection,

Odoo CMS - a big picture

Let me share you a flow of this customization...

  • Create Invoice and set it to Pro-forma state. (As per standard flow) Now As your invoice is in a pro-forma state, Send invoice to customer

Odoo CMS - a big picture
  • Concerned followers will get notified in invoice chatter when mail is sent. customer will get mail of showing invoice amount along with Accept and Reject Buttons in mail template and invoice pdf attached.

Odoo CMS - a big picture
  • As customer will click on Accept/Reject Button, Will be redirected to company's portal. Customer will be asked to signup as a portal user if not already a portal user.

Odoo CMS - a big picture
  • Then Your customer will be redirected to the invoice accepted/rejected by him. On the basis of that, your invoice will be set on Accepted Invoice/Rejected Invoice state. Concerned followers will get notified too.

Odoo CMS - a big picture