How to Add Discounts on Invoices in Odoo 18?

 

Steps to Add Discounts on Invoices in Odoo 18?

Managing invoices is a big part of running any business. Sometimes, you want to reward loyal customers with a discount, run a special promotion, or adjust pricing for bulk orders. With Odoo 18 Accounting, applying discounts on invoices is easier than ever — you just need to know how to set it up correctly.

In this blog, we’ll walk you through step-by-step on how to add discounts on invoices in Odoo 18.

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Why Discounts Matter in Invoicing?

Before we jump into the steps, let’s quickly understand why discounts are important:

• Boost sales – Attractive discounts encourage customers to buy more.
  
  

• Customer loyalty – Helps you build long-term relationships.
  
  

• Clear inventory – Great way to move stock faster.
  
  

• Flexible pricing – Makes your business look more professional and customer-friendly.
  
  

Now, let’s see how to configure and apply discounts in Odoo 18 invoices.

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Step 1: Enable Discounts in Odoo 18

By default, Odoo doesn’t show a discount field in invoices. You need to activate it:

1. Go to Sales > Configuration > Settings.
   
   

2. Scroll down to the Pricing section.
   
   

3. Enable the option Discounts (this allows you to add a discount column in invoices and sales orders).
   
   

4. Click Save.
   
   

Now the Discount (%) field will appear in your invoice lines.

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Read it here in details

 

How to Track Overdue Invoices in Odoo 18?

Running a business means managing cash flow properly. One of the biggest challenges for companies is overdue invoices—payments that are delayed or forgotten by customers. If you don’t track them on time, it can create serious financial stress.

The good news? With Odoo 18 Accounting, you can easily track, manage, and follow up on overdue invoices without any manual hassle. In this blog, we’ll walk you through the step-by-step process of tracking overdue invoices in Odoo 18, along with some real-world insights.

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Why Tracking Overdue Invoices Matters?

Imagine you sold products worth ₹50,000 to a customer, and the payment was due last week. You are busy with daily operations, and you forget to follow up. That one unpaid invoice can disturb your monthly cash flow. Multiply that with multiple clients, and you’ll see why businesses struggle.

That’s where Odoo 18’s Accounting module helps—you get a clear dashboard, automatic reminders, and payment follow-up options to stay on top of overdue invoices.

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Steps to Track Overdue Invoices in Odoo 18

1. Go to the Accounting Module

• Log in to your Odoo 18 dashboard.
  
  

• Open the Accounting app.
  
  

• Here you’ll find a Customer Invoices section that lists all invoices—paid, unpaid, and overdue.
  
  

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2. Filter and Identify Overdue Invoices

• Go to Customers → Invoices.
  
  

• Use the Filters option and select “Overdue”.
  
  

• Odoo will now display all invoices where the due date has passed but the payment is still pending.
  
  

Pro Tip: You can also use the Group By feature to categorize overdue invoices by customer, salesperson, or due date.

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