Pro-forma Invoice Accept / Reject via Mail
Modules Version: Odoo 9.0, 10.0
Are you planning to develop a 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
Now testing the connection,
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.
Concerned followers will get notified in invoice chatter when mail is sent. Customers will get mail of showing invoice amount along with Accept and Reject Buttons in mail template and invoice pdf attached.
As customers will click on Accept/Reject Button, they will be redirected to the company's portal. Customers will be asked to signup as a portal users if not already a portal users.
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.