| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 322 |
| Technical Name |
o2b_lob_integration |
| License | OPL-1 |
| Website | https://www.o2btechnologies.com |
| Versions | 16.0 10.0 11.0 9.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 322 |
| Technical Name |
o2b_lob_integration |
| License | OPL-1 |
| Website | https://www.o2btechnologies.com |
| Versions | 16.0 10.0 11.0 9.0 |
Odoo-Lob Integration
Features of this app:
- Lob Configuration Setup: Setup your Lob within the Invoicing App in odoo
- Customer Invoice Sending: Sending Customer Invoices via Lob Letter by clicking on "Send by Lobletter."
- Message History: Maintenance of a message thread after sending Lob Letter.
- Invoices PDF Viewing: Viewing Lob Letter in PDF format by clicking on "PDF."
O2B LOB INTEGRATION: User Guide
Step 1: Go to Invoicing app>>Configuration: Click on the âLob Configurationâ menuitem.
Step 2: Click on the âNewâ button to add the Lob accountâs details.
Step 3: A form opens with the following fields to fill correctly. These fields are as follows:-
- Lob URL
- Lob Api Key
- Lob To Address
- Lob From Address
Step 4: Go to Accounting>>Customer, and click on the invoice menu.
Step 5: Create a new invoice through the âNewâ button or open an old invoice by clicking on it.
Step 6: Click on the button âSend by LobLetterâ, present on the invoice screen
Step 7: To check the message history, go to the chatter section of the present screen.
Note: The invoice is in the form of a pdf.
Note: The invoice is in the form of a pdf.
Step 8: To view the invoice, click on the pdf present on the chatter section of the screen.
Note: Once the pdf is clicked, a new tab will appear where the invoice is present in the form of the pdf document, which can be downloaded
Note: Once the pdf is clicked, a new tab will appear where the invoice is present in the form of the pdf document, which can be downloaded
Need Any Help?
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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