Odoo 14 Tips & Tricks

Accounting Tips and Tricks


Invoicing Module Migration

Invoicing menu will not be seen anymore if you've installed Accounting module. Instead once accounting module is installed, it is migrated under the Accounting > Customers > Invoices section.


Reconcile means "Reset to draft"

When there's a duplicated payments upon clicking "Register Payment" twice from one invoice and in the account section, it's showing payments as doubles. To delete that payment from account, you need to select that payment > Edit > Reset to draft first or otherwise, it will show errors saying reconcile is needed.


Email Servers

After the outgoing email server is setup and "Test Connection" is successful. But you still can send emails from the setup mail server. You need to check the following.

1 - External email server option must be ticked from Settings > Emails




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