How to Configure Default Terms & Conditions in Odoo 17 Accounting | Odoo 17 Functional Tutorials

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Published on April 11, 2024 12:30:20 PM ● Video Link: https://www.youtube.com/watch?v=JYbLbZwMhaA

Game:

Accounting (2016)

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Tutorial

Duration: 5:00

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Odoo 17 allows you to include default terms and conditions (T&C) on your invoices, sales orders, and quotations. This helps establish clear expectations with customers regarding important aspects like payments, returns, warranties, and after-sale services.

Enabling Default T&C

The functionality needs to be activated first. Navigate to Accounting -- Configuration -- Settings. Under Customer Invoices, enable the "Default Terms & Conditions" field.

Adding Your T&C

Odoo offers two methods for including your T&C:

Adding a Note: This is the default option. You can directly enter your T&C text in the provided textbox. This allows for quick customization but may not be ideal for lengthy terms.

Linking to a Webpage: For more complex T&C, you can create a dedicated webpage on your website outlining the terms. In the settings, select "Add a link to a Web Page" and provide the URL. This keeps your invoice concise while offering easy access to detailed T&C.

Benefits of Default T&C

Clarity and Transparency: Having clear T&C on your documents reduces misunderstandings with customers.
Efficiency: Saves time by pre-defining important terms instead of including them in every invoice.
Professionalism: Projects a professional image by outlining your business policies.
Important Considerations

While Odoo provides a platform to include T&C, it's recommended to consult with a lawyer to ensure your terms are legally sound and comply with relevant regulations.
Keep your T&C concise and easy to understand for the customer.
You can still override the default T&C for specific invoices if needed.
By effectively utilizing Odoo 17's default T&C feature, you can streamline your sales process, improve customer communication, and protect your business interests.

Odoo 17 allows you to include default terms and conditions (T&Cs) on your invoices, quotations, and orders. This helps ensure clarity and protects your business. Here's how to configure them:

Enabling the Feature:

Go to Accounting  -- Configuration -- Settings.
Under Customer Invoices, locate the Default Terms & Conditions field.
Enable this field to activate the functionality.
Choosing Your Display Method:

Odoo offers two ways to present your T&Cs:

Add a Note: This is the default option. You can directly type your T&Cs in the text box provided. This displays them at the bottom of your documents.
Add a Link to a Web Page: This option allows you to link to a separate webpage containing your detailed T&Cs.
Adding T&Cs with a Note:

With Add a Note selected, type your T&Cs in the text box.
Click Save. This saves your T&Cs and incorporates them into your documents.
Adding T&Cs with a Webpage Link:

Select Add a link to a Web Page and click Save.
Click Update Terms to edit the content of the linked webpage (if it already exists).
Alternatively, if you're using the Website app, you can use the Edit in Website Builder option for this purpose.
Craft your T&Cs on the dedicated webpage.
Click Save on the webpage editor. This creates a link to the page, which will be displayed as a note in your documents.
Additional Tips:

You can always edit your T&Cs later by following the same steps.
Consider attaching a PDF version of your detailed T&Cs to your emails for further reference.
If you want the T&Cs to appear automatically in email templates, you'll need to edit those templates directly.
By following these steps, you can easily configure default T&Cs in Odoo 17, ensuring your business operates with clear communication and protects its interests.

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