How to Create Odoo Invoice Template Like a Pro

Invoicing is at the heart of any business. Whether you run a small business, a large enterprise, or a restaurant, an efficient invoicing system is crucial to maintaining cash flow, tracking payments, and ensuring financial accuracy.

Yet, many businesses struggle with manual invoice creation, formatting issues, and payment tracking delays. What if you could automate and streamline your entire invoicing process with just a few clicks?

That’s where Odoo Invoice comes in.

Odoo Invoice is a powerful tool that allows businesses to generate, customize, and automate invoices effortlessly. However many users don’t realize that they can customize the Odoo Invoice Template to match their brand, compliance needs, and operational requirements.

In this step-by-step guide, we will show you how to create and customize an Odoo Invoice Template like a pro. By the end of this tutorial, you’ll have a fully optimized Odoo Invoice format that enhances efficiency, ensures compliance, and improves customer experience.

Why Odoo Invoice is Essential for Your Business

 

Managing invoices manually can be time-consuming and prone to errors. As a result, A well-structured invoicing system ensures:

• Faster Payments – Clients receive clear, professional invoices promptly.
• Automated Billing – No more manual follow-ups; set up auto-reminders.
• Brand Consistency – Customize invoice templates to reflect your brand identity.
• Tax Compliance – Automatically apply VAT, GST, or any applicable tax rules.
• Seamless Accounting Integration – Link invoices directly to financial reports.

With Odoo Invoice, businesses can automate their invoicing process, reduce errors, and get paid faster.

How to Create an Odoo Invoice Template (Step by Step Guide)

Now, let’s get into the practical steps of creating an Odoo Invoice Template. We’ll break it down into an easy-to-follow process.

Step 1: Access the Odoo Invoicing Module

1. Log into your Odoo Dashboard.
2. Navigate to Apps and ensure that the Accounting/Invoicing module is installed.
3. Click on Invoicing from the main menu.

Tip: If you don’t see the Invoicing Module, you might need to install it from the Odoo Apps Store.

Step 2: Create a New Invoice Template

1. In the Invoicing Module, go to Configuration > Templates.
2. Click Create to design a new invoice template.
3. Give your template a name, such as “Standard Invoice Template.”
4. Set default values such as:
   • Customer Details Placement
   • Company Logo and Branding
   • Invoice Numbering Format

Pro Tip: Add a default tax rate and payment terms to automate tax calculations and due dates.

Step 3: Customize the Odoo Invoice Format

Customizing your Odoo Invoice format ensures brand consistency and compliance with regional tax laws.

1. Go to Settings > Reports > Invoice Layout.
2. Modify key elements, such as:
   • Company Logo & Branding: Upload your business logo and adjust alignment.
   • Invoice Number Format: Customize invoice numbering sequences (e.g., INV-2024-001).
   • Currency & Tax Display: Enable/disable tax-inclusive pricing and multi-currency settings.
   • Additional Notes & Terms: Add payment terms, refund policies, or any legal disclaimers.
3. Save the template for future use.

Pro Tip: Use Odoo Studio for drag-and-drop customization without coding.

Step 4: Automate Invoice Generation & Emailing

One of the best features of Odoo Invoice is its automation capabilities.

1. Go to Accounting > Configuration > Settings.
2. Enable Automated Invoicing and Email Invoices to Customers.
3. Set up Invoice Payment Reminders:
   • 1st Reminder: Before due date.
   • 2nd Reminder: 5 days after due date.
   • Final Reminder: 10 days overdue (with late fee).
4. Configure Recurring Invoices for subscription-based businesses.

Pro Tip: Odoo can be integrated with Stripe, PayPal, and bank transfers for automatic payment reconciliation.

How to Manage Invoices in Odoo Like a Pro

Once your Odoo Invoice Template is ready, you need to manage invoices efficiently. Here’s how:

Tracking Invoice Payments

1. Go to Invoicing > Customers > Invoices.
2. Select an invoice and check the Payment Status (Paid, Unpaid, Overdue).
3. Use Bank Reconciliation to match bank transactions with invoices.
4. Generate Aged Receivables Reports for outstanding invoices.

Pro Tip: Set up payment reminders to automatically notify customers of due payments.

Exporting & Printing Invoices

To export invoices for accounting or audits:

1. Go to Accounting > Reports > General Ledger.
2. Select Export as PDF or Excel.
3. Print bulk invoices for offline records.

Pro Tip: Use Odoo Sign for digital invoice approvals.

Why OdooTech is the Best Partner for Odoo Invoice Customization

Many businesses struggle with setting up custom invoice templates, tax calculations, and automation. This is where OdooTech helps.

OdooTech’s Expertise in Odoo Invoicing for Restaurants

For restaurants and hospitality businesses, invoicing is more complex due to:

• Multiple tax rates (food, alcohol, service tax)
• Table-based billing and split invoices
• Integration with POS systems

OdooTech specializes in restaurant invoicing solutions, ensuring seamless POS to invoice automation and tax compliance.

Optimize Your Invoicing with Odoo

Creating a professional Odoo Invoice Template improves:

• Business efficiency with automation.
• Faster payments through seamless integrations.
• Brand credibility with customized invoice formats.

If you need expert assistance in customizing Odoo Invoice Templates, optimizing automation, or integrating Odoo Invoicing with your business, OdooTech is here to help.

Book a FREE Consultation with OdooTech today and streamline your invoicing process like a pro!