How the Billing app is organised and what there is to do

What is it for?

The Billing app is the workplace of whoever issues invoices and collects from customers. The menus are arranged by task: start the day, invoice, collect, and keep customers and products up to date. This article says what is in each menu and where it is explained.

Profiles with the Accounting app also have the What is there to do with the invoicing? screen: in one place, the series and documents still to be communicated to the Tax and Customs Authority (AT), what was invoiced in the month and what is pending.

When to use it?

• On your first day with the Billing app, to learn where everything is.
• To find the menu for a task (a credit note, a receipt, a customer statement).
• At the start of the day or month, so the accountant can see what is left to do in invoicing, above all what is still to be communicated to the AT.

Where to find it?

• Billing, in the apps menu (the squares icon, in the top left corner).
• Accounting › Record › Sales and collections › What is there to do with the invoicing?

Before you start

• For the Billing app, your profile is Administrative, Accountant (operates), Certified accountant (signs, closes periods), Management or Auditor / statutory auditor. The menus were checked with these profiles and are the same; only the order of Collect changes with use.
• For What is there to do with the invoicing?, the profile is Accountant (operates), Certified accountant (signs, closes periods), Management or Auditor / statutory auditor. Administrative does not have the Accounting app. Steps 3 to 6 were done with Accountant (operates).

How to use it

1. Open the Billing app. It opens on the Counter, with the everyday buttons, the To collect and Late cards and the What is pending list. The Counter is explained in How to sell at the counter.

2. Use the top menus for the other tasks:

   Menu	Entry	What for
   Home	Counter	The landing page.
   Invoice	Customer invoices	Issue invoices: see How to issue a certified invoice.
   	Customer credit notes	Correct an issued invoice: see How to issue a credit note.
   	Transport guides	Accompany goods in transit: see How to issue a delivery note.
   Collect	Receipts and payments received	Record what the customer paid: see How to record a payment and issue the receipt.
   	To collect	What each customer owes, by age. Opens the Aged Receivable screen.
   	Collection notices	Remind those who are late: see How to send collection notices.
   	Customer statements	Show the customer what they owe: see How to view and send a customer statement.
   Customers and items	Customers	Create and correct customers: see How to create a customer with the right tax details.
   	Products	Create what you sell: see How to create a product with the right VAT and type.

3. To see what is left to do in invoicing, open Accounting › Record › Sales and collections › What is there to do with the invoicing?.

4. Check the company (the label below the title) and the month, in the list in the top right corner. It opens on the current month; you can choose an earlier month.

5. Read the six cards: Series to communicate to the AT, Invoices issued this month, Documents to communicate to the AT, Transport guides to communicate, Training documents and Credit notes of the month. Each one has the number and a sentence below. Click a card to open the list of the documents it counts.

6. Scroll down to the What is pending list, with the columns What, Detail and Due. Click a line to open the document or the series.

Above the cards, New invoice and New transport guide open a new document, like the menus in the table. Below, two charts: Billing by month (invoices and credit notes for the last 12 months) and Documents issued this month, by series.

Expected result

You know what is left to do and reach the list for each item in one click. In the example, in October 2026, for Empresa Demonstração, Lda:

• Series to communicate to the AT 2, “Series waiting for the validation code of the AT: 2”. The list has series B27 (credit note, 2027) and REG2026 (invoice, 2026), both in Draft.
• Invoices issued this month 2, “Total of the month: €143.14”. The list has 2 documents, and the chart by series shows one in series FT D26 and one in FS POS26.
• Documents to communicate to the AT 5, in red, with “The deadline was 6 October 2026: communicate them now.”. The list has the 5 documents. Communicate them as in How to communicate invoices to the AT and see the history.
• Transport guides to communicate 0 (“Nothing to do”), Training documents 0 (“None yet”) and Credit notes of the month 0 (“None this month”).

Important notes

• The “What is pending” list does not show everything. In the example it had 6 lines and only 4 of the 5 documents to communicate. For the full list of one item, click its card.
• On a card with 0, the list opens with no company documents. In Transport guides to communicate, Odoo shows faded example lines behind it (names such as John Miller), which do not exist in the company.
• The numbers are only for the company on the label. For another company, switch it in the top right corner.
• Issuing is not communicating. An issued invoice counts in Invoices issued this month and stays in Documents to communicate to the AT until it is communicated.

Common problems

I don't see the Accounting menu

• Cause: your profile is Administrative, which does not have the Accounting app.
• What to do: use the Billing app. If you need What is there to do with the invoicing?, ask the accountant or the database administrator. See also I don't see a menu or a button.

The “Documents to communicate to the AT” card is red

• Cause: there are issued documents not yet communicated to the AT and the communication deadline has passed.
• What to do: click the card to see which they are and communicate them: How to communicate invoices to the AT and see the history.