Account Receivables - Odoo 18.0 Documentation | Primacy Infotech

Simplify your receivables with Odoo 18! Track, automate & get paid faster. Contact Primacy Infotech for expert setup & support today.

Managing account receivables (money customers owe your business) is very important for keeping your cash flow steady. With the latest version, Odoo 18, this becomes much easier. In this blog, Primacy Infotech—an experienced Odoo Partner in India—explains how to handle customer invoices and payments clearly and simply, so your business gets paid on time.

What Are Account Receivables?

Account receivables (AR) are unpaid invoices that customers owe you for products or services you’ve already delivered. In simple terms, it’s the money you’re waiting to receive.

Tracking these receivables using Odoo 18’s accounting features helps your business stay organized and ensures customers pay you when they should.

Why Use Odoo 18 for Receivables Management?

Odoo 18 Accounting Module helps businesses of all sizes:

  • Create and track invoices
  • Send automatic reminders
  • Get real-time payment reports
  • Stay connected with sales, inventory, and CRM

All of this reduces manual work, saves time, and keeps your finances under control.

Step-by-Step Guide: Setting Up Account Receivables in Odoo 18

Here’s how you can set it up quickly:


Step 1: Install the Accounting Module

  • Go to AppsSearch “Accounting”Install or go with it if it's already installed.

Step 2: Set Up Chart of Accounts

  • Go to Accounting → Configuration → Chart of Accounts
  • Make sure “Account Receivable” is there and set as “Receivable” type

Step 3: Add a Customer

  • Go to ContactsCreate New
  • Under “Accounting” tab, assign the correct receivable account

Step 4: Create a Customer Invoice

  • Go to Accounting → Customers → Invoices → Create
  • Add your items, set due dates, validate

Step 5: Track Payments

  • Monitor invoice status
  • Use follow-up reports
  • Register payments when received

Automate Payment Reminders

With Odoo 18, you can schedule automatic emails to remind customers of due or overdue payments:

  • Go to Accounting → Configuration → Follow-up Levels
  • Set reminder time and email templates
  • Odoo will handle the rest!

This improves your chances of getting paid faster without chasing customers manually.

See Real-Time Reports

Keep track of who owes you money and how long it’s been due:

  • Aged Receivables: See unpaid invoices by date
  • Partner Ledger: Know customer balances
  • Customer Statement: Send summaries to clients

These tools help you understand your cash flow clearly and take action when needed.

Works with Other Odoo Modules

Your receivables connect smoothly with other parts of your business:

  • Sales: Automatically create invoices from orders
  • CRM: Track communication with customers
  • Inventory: Match deliveries with invoicing

Odoo makes everything work together, saving you time and reducing mistakes.

Built on Trust & Expertise

As an Official Odoo Partner in India, Primacy Infotech brings years of experience in helping businesses succeed with Odoo. We’ve helped companies across industries streamline their finances and grow faster.

We specialize in:

Conclusion

With Odoo 18, handling account receivables becomes simple and smart. You can send invoices, follow up automatically, and get paid faster—all in one place.

Let Primacy Infotech, your trusted Odoo Partner in India, help you get the most out of Odoo for Accounts Receivable Management. We’re here to make it easier for your business to grow.

If you want to get started or fix issues in your current setup, our team is ready to guide you step-by-step.

Book a Free Consultation with Primacy Infotech today!

📞 Call: +919088015866 / +919088015865 | 📧 Email: info@primacyinfotech.com | 🌐 Visit: www.primacyinfotech.com

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