How To Process an Invoice in Odoo POS

Created by Tadiwanashe Muhwati, Modified on Mon, 6 Oct at 8:51 AM by Tadiwanashe Muhwati

How To Process an Invoice in Odoo POS

Before You Begin: Enable Invoicing in POS

You must first make sure the POS session is set up to allow invoicing.

STEP 1

Enable Invoicing in POS Configuration

Go to Point of Sale > Configuration > Point of Sale.
Select the POS you’re using.
Under the Bills & Receipts section
Enable Invoicing by ticking the checkbox "Invoicing".
Click Save.

Step-by-Step: How to Process an Invoice in Odoo POS

STEP 2

Open a POS Session

Go to Point of Sale > Dashboard.
Click New Session or Resume an existing one.

STEP 3

Select or Create a Customer

On the POS screen, click the Customer icon (usually top-right or near the product screen).
Either search for an existing customer.

Click Create to add a new customer. Select the customer to link them to the order.

STEP 4

Add Products to the Order

Tap the products from the left side to add them to the order line.
Adjust quantity or price as needed as confirmed by the client

Step 5:

Proceed to Payment

Click Payment.
Choose the payment method (e.g., Cash, Bank, etc.).
Click Validate to process the order.