We do provide free bugfixes and updates for all our modules during 1 year after purchase.

The warranty is provided on clean odoo instance.

We would not help you (for free) in case our modules do not work on your server or conflict with any other modules.

Also we are ready to consider your feature requests to our modules, and if we would find them useful we can consider including them to new releases.

Also we do provide all types of odoo support services, like installing odoo instance on your server, supporting your odoo server, custom development.

Prepaid support and development packages are available upon request.

Module settings

The first step is to register on the CheckBox portal. When registering a point of sale (form 20-OPP), cash desk (form 1-PRO) and cashier (form 5-PRO), all data is automatically sent to the State Tax Service of Ukraine.

The second step is to install the CheckBox Modules in the Odoo system. To do this, open Odoo and go to the Add-ons module. In the search bar, enter "checkbox" and click search. All modules found should be in "Installed" status.

The "CheckBox" module does not work through the standard OdooBot user, so you need to log in as a real user to continue interacting with the system modules.

The main menu of the "CheckBox" module consists of the following sections:

*Receipts - displays a list of all receipts;

*Z-Report - a list of all Z-reports;

*X-Report - a list of all X-reports;

*Settings - the settings section of the main functionality of the "CheckBox" module. This tab is available for users with "CheckBox. Administrator" access rights.

To start working with the module, you need to add a cashier to the Odoo system. To do this, go to the main menu "Checkbox" - "Settings" - "Cashier". Click the "Create" button.

After entering all the data, click the "Save" button.

The next step is to click the "Update information" button to add the cashier to the system and synchronize the data with the Checkbox service. It is recommended to enable logging before start. To do this, you need to enable the "Is Log Enabled" function.

From the cashier's settings, you can also update the information on the current shift status. To do this, click the "Update shifts" button and go to the list of all shifts for this cashier. Click "Shifts".

A shift (session) is a period of time, usually one day, during which the cashier sells through the Point of Sale.

Shifts are opened automatically at the Point of Sale, but you can open a shift outside the Point of Sale. To do this, click the "Create" button. In the window for creating a new shift, select a cashier and a cash register. Click the "Update information" and "Save" buttons.

Next, you need to add a cash register to the Odoo system. Go to the Settings - Cash register menu and click the "Create" button. After adding all the data, click the "Update information" and "Save" buttons. After saving the data, additional information on the cash register is automatically pulled up from the Checkbox account.

The third step is to create a "Journal" for accounting for funds. First of all, go to the "Add-ons" module and enter "l10n_ua" in the search bar. Install the financial journals module if it is not already installed.

Go to the "Invoicing" or "Accounts" module, the name depends on the version of Odoo, then to the "Settings" section - "Journals". Click the "Create" button. Specify the name and type of journal. Fill in the income and expense accounts.

Go to the "Checkbox" tab and check the "Checkbox receipt" box. Specify the organization. Each point of sale should have its own set of journals in which payments will be recorded.

After filling in all the data, click the "Save" button.

The fourth step is to configure the "Point of sale" module. Go to the main menu of the "Point of sale" module, then to the "Settings" section - "Payment methods". Click the "Create" button. In the "Method" field, enter the name of the payment method (for example, Cash Checkbox). In the "Journal" field, select the journal that was created in the "Invoicing" module for this point of sale with Checkbox.

Enable the "Checkbox receipt" feature and in the "Product category" field, specify the product category with which the point of sale will work. If there is no division into excisable and non-excisable goods, then you should leave the default "Default Category". Click the "Save" button. Similarly, you should create all the necessary journals.

Next, go to the main panel of the Point of Sale module and click on the three dots in the upper right corner of the point of sale to go to Settings.

Scroll to the very bottom of the page and in the "CheckBox Category" section, click the "Add row" button. Select the cash register, product category, and click the "Save and Close" button.

Go to the "Payments" section and add payment methods for this point of sale. The cash register connected to the point of sale must match the cash register specified in the Payment Journal. Click "Save". This setting is suitable for Odoo versions 15 and 14.

Settings for Odoo version 16. Go to the main menu of the "Cash register" module. Click on the three dots in the upper right corner of the point of sale and click "Edit". In the editing window, in the "CheckBox Category" section, click the "Add line" button: Select the cash register, product category, and click the "Save and Close" button. The organization is pulled up automatically after you select the cash register.

After that, go to the general menu "Settings" - "Settings". In the "Payment" section and add payment methods for this point of sale. The cash register connected to the point of sale must be the same as the cash register specified in the Payment Journal.

After completing the settings, click "Save" button.

Important! If the payment has been processed in Odoo, but for some reason did not go through the Checkbox, then the "Reshiping Checkbox" button appears in the order on the "Checkbox" tab. By clicking this button, the payment is resent to Checkbox, the check number appears in the "Receipt" field, and the button disappears.

The fifth step is to familiarize yourself with Payment and Return of Goods. At the point of sale, you can pay for and return the goods using the following types of payments: Cash, Non-cash, Mixed (cash + non-cash). To make a payment, you need to go to the module Point of sale - Point of sale "Shop", click the "New session" - "Open session" button.

Select the product and click "Pay". Choose a payment method with fiscalization: either Cash checkbox or Bank checkbox, or you can make a mixed payment.

To make sure that the fiscalized sale was successful in the Point of Sale, go to the "Orders" section and select "Orders". Open the order. On the "CheckBox" tab, in the "Receipt" field, there is a link to the record of fiscalized payment in the "CheckBox" module. The "Kw CheckBox Organization" field displays the name of the organization for which the payment has been made.

The sixth and final step will be to familiarize yourself with the "Invoicing" module. Generate an invoice payment with fiscalization. To do this, go to the Invoicing menu, click the Customers tab, and select Invoices. Click the Create button. Fill in all the necessary data for the invoice. Save and confirm the invoice's creation. After that, click the Register payment button.

In the payment registration window, fill in all the fields and tabs, and click the "Create payment" button. In the invoice, the "Receipts" tab displays a record of fiscalization for this Account.