Viindoo docs
  • User Documentation
    • Getting Started with Viindoo system
      • System Settings
        • How to sign up and create your Viindoo instance
        • How to let users sign in with Google
        • Viindoo basics: modules, apps, menus, records and accounts
        • How to install, upgrade and uninstall apps and modules
        • How to add languages and change the interface language
        • How to connect Viindoo to your own mail servers
        • How to keep email threads together and move them
        • How to turn on developer mode (debug mode)
        • How to create a ticket for Viindoo Support
      • Manage Companies
        • How to set up your company and work with several companies
        • How to set up and use branches
      • Manage Users
        • How to create and manage user accounts
        • How to set user access rights with groups
        • How to change your preferences and password
      • Products in Viindoo system
        • How to create and set up product categories
        • How to create a new product
        • How to create and use product variants
        • How to auto-upload product images from Google
      • How to export and import data in Viindoo
      • Views and reports: which view should I use?
      • How to search, filter, group and save searches
      • Chatter: follow records, log notes and send messages
      • How to create and edit email templates
      • External Apps Integration
        • How to connect Viindoo to Google Drive
        • How to turn on two-factor authentication
    • Productivity
      • Discuss
        • Set up and classify the notifications in Viindoo Discuss
        • Effective Communication with Viindoo Discuss
        • Organize an online meeting in Viindoo
      • Calendar
        • How to install and configure Viindoo Calendar app
        • How to book a meeting in Viindoo
        • Synchronization with Outlook’s Calendar
        • Synchronization with Google’s Calendar
      • Notes
        • How to use Notes
      • Schedule activities
      • Contact
        • Contacts app: overview and configuration
        • How to create a new contact
        • How to archive, restore or delete a contact
        • How to find and merge duplicate contacts
      • Zalo OA
        • Getting Started with Zalo OA
        • Setup and Operation
          • Configure Zalo OA
          • Manage Zalo Partner Links
          • Monitor and Troubleshoot Zalo
        • Customer Conversations
          • Reply to Zalo OA Messages
          • Create and Manage ZBS Message Templates (Admin/IT)
          • Send ZBS Message Templates from Sales Orders
          • Send Payment Request Messages via Zalo from Invoices
          • Update Helpdesk Tickets via Zalo
          • Create Quotations Directly from Zalo Chat
        • Extend Customer Channels
          • Log In to Portal with Zalo
          • Zalo Chat Button on Website
      • Viindoo AI
        • Get started with Viindoo AI
        • Connect AI vendors and choose data location
        • Spend limits, usage and audit
        • Use the AI assistant
        • Teach the AI assistant
        • External tools and feedback
        • Advanced configuration
      • Viindoo Brain
        • Find your way around Brain
        • Read, create and edit pages
        • Search the wiki
        • Submit and approve page changes
        • Own and verify a page
        • Delete, restore and archive pages
        • Share a page with people inside and outside
        • Print and use Markdown files
        • Set up Spaces, templates and access
        • Watch the health of the wiki
        • Use the AI assistant in Brain
        • Review AI changes and set up the wiki
    • Operation
      • Approval
        • Approval Overview
        • Manage Approval Types
        • How to create and approve a request
        • How to approve a procurement request
        • How to configure approval types as a system administrator
      • Document
        • Getting started with the Documents app in Viindoo
        • Create and authorize document workspaces
        • Categorize documents with tags
        • Upload documents to Viindoo
        • How to share documents in Viindoo
        • Document approval
        • The status of the document
        • How to search document in Viindoo
      • OKR
        • Getting started with OKR App
        • Set up the OKR hierarchy structure
        • Manage the process and measure the result of OKR
        • Use the Project app for OKR planning
      • Fleet
        • Getting Started with Fleet
        • Vehicle Management
        • Revenue and Operational Cost Management
        • Schedule and Planning Vehicle Management
        • Shipment Scheduling
        • Vehicles Management Reports
      • Estimate
        • Estimate Overview
        • Estimates Management
        • Applying Estimation in the quotation process
        • Applying Estimation on Project Management and Excecution
    • Sales Management
      • CRM
        • CRM App Overview
          • How to get started with the CRM app
          • How to find your way around the CRM app
        • Manage Sales Teams and Sales Regions
          • How to set up sales teams and sales regions
        • Acquire leads
          • How to record a lead or an opportunity
          • How to create leads automatically from incoming emails
          • How to create leads from the contact form of your website
          • How to create a lead from a live chat conversation
          • How to create a lead from a social media conversation
        • Organize the pipeline
          • How to plan calls, emails and meetings with your customers
          • How to convert a lead into an opportunity and assign a salesperson
          • How to create a quotation from an opportunity
          • How to mark an opportunity as lost and restore it later
        • Analyze performance
          • How to analyze your leads and opportunities in reports
          • How to see where deals are won or lost with a Sankey chart
      • Sales
        • Sales App Overview
          • How to install Sales and set user access rights
          • How to find your way around the Sales app
        • Sales Team
          • How to set up sales teams and sales regions
          • How to set and follow sales targets
        • Products & Prices
          • How to create a new product
          • How to create and set up product categories
          • How to create and use product variants
        • Manage the Sales Taxes in Viindoo
          • How to set and use sales taxes on orders
          • Steps to setup Fiscal Position (Taxes and Accounts)
          • Taxes and tax rules configuration
          • Manage the price including or excluding taxes
        • Pricelists and prices
          • How to set several prices for the same product
          • How to set discounts and price formulas with pricelist rules
          • How to sell in a foreign currency
        • Subscriptions
          • How to set up subscriptions and subscription products
          • How to offer subscription periods on the online shop
          • How to sell, upsell, renew and close a subscription
          • How customers buy and manage subscriptions online
          • How to read subscription reports (MRR, ARR, churn)
        • Send quotations
          • How to create a quotation and confirm a sales order
          • Applying Estimation in the quotation process
          • How to create and use quotation templates
          • How to set the validity period of quotations
          • How to use different invoice and delivery addresses
          • How to let customers sign quotations online
          • How to let customers pay quotations online
          • How to suggest optional products on quotations
          • How to add terms and conditions to quotations and invoices
        • Invoicing Method
          • How to invoice ordered or delivered quantities
          • How to invoice a down payment on a sales order
          • How to send a pro-forma invoice
          • How to invoice services by hours worked
          • How to invoice a project by milestones
          • How to re-invoice expenses to customers
        • Promotions, loyalty and gift cards
          • How to create a promotion, coupon or loyalty program
          • Apply Promotion and Discount Codes programs
          • Apply Coupon and Next Order Coupon Program
          • How to apply promotions and loyalty rewards on an order
          • How to use gift cards and eWallets
        • Shipping Method
          • How to configure delivery methods
        • Payment for Sales orders
          • How to link customer advance payments to sales orders
        • Advanced Topics
          • How to give customers access to the portal
          • How to see the margin of products and orders
        • Sales Reports
          • How to analyze sales with reports
          • How to see quotation conversion with a Sankey chart
      • Point of Sale
        • Point of Sale App Overview
          • Overviews of Point of Sale in Viindoo
          • Product and Product categories in Point of Sale
          • Manage PoS process in Viindoo
          • How to register a new customer in POS
        • Shop Features
          • Steps for Cashiers to log in to PoS shop
          • Advanced Cash Control: Setting up and Managing
          • Steps to activate Cash Rounding in PoS
          • Manage PoS Bill
          • Invoice from the Point of Sale interface
          • Good Returns in Viindoo PoS
        • Restaurant Features
          • Restaurant Reservation Management
          • Using Fiscal Position in Point of Sale (PoS)
          • Printing PoS orders at the kitchen/bar
          • Applying bonus amount on payment
          • Steps to split bills in Viindoo PoS
        • Pricing Features
          • Guideline to set up Pricelists in PoS
          • How to apply discount
          • Steps to set up Loyalty Program
          • Apply Promotion and Discount Codes programs
          • Apply Coupon and Next Order Coupon Program
          • How to apply promotions and loyalty rewards on an order
          • How to set up Promotion Vouchers in POS
          • Payment with Vantiv payment terminal in POS
        • How to use IoT devices in Point of Sale
        • How to print kitchen and bar orders through an IoT box
        • POS Accountant
          • Invoice from the Point of Sale interface
          • Using Fiscal Position in Point of Sale (PoS)
          • Steps to activate Cash Rounding in PoS
          • Issue E-invoice from POS
      • eCommerce
        • Getting Started with eCommerce
          • Overviews of eCommerce in Viindoo
          • Steps to design, customize your Shop in Viindoo
        • Manage the products in eCommerce
          • Create and manage eCommerce product categories on the website
          • eCommerce products
          • How to add product images or videos on an eCommerce website
          • Manage stock of the published products on eCommerce website
        • Invoicing and payment in eCommerce
          • Issue invoices for the online paid sale orders
          • How the Customers check their account information on eCommerce website
        • Maximize your revenue
          • Upselling with alternative products
          • Cross-selling with customized products or accessories
          • Enable comments and product rating on website
          • Multiple customer pricelists for website
          • Apply Promotion and Discount Codes programs
          • Apply Coupon and Next Order Coupon Program
          • How to apply promotions and loyalty rewards on an order
      • Marketplace
        • Overviews of Marketplace in Viindoo
        • Marketplace management
          • Managing objects on a Marketplace
          • Managing merchant product categories and products on a Marketplace
        • Intergrated with E-commerce
          • Merchants operate on a Marketplace
          • The purchasing process on a Marketplace
        • Accounting for Marketplace
          • On-behalf payments on a Marketplace
          • Intergrated with Payment gateways
          • E-wallet of the Marketplace
        • Reports of the Marketplace
      • Vouchers
        • Overview and Configuration in Viindoo Vouchers app
        • Steps to Issue Vouchers
        • Using Promotion Vouchers
      • Rental
        • Introduction to Viindoo Rental app
        • Rental Product Management
          • Rental Product Configuration
          • Manage rental product pricing
        • Rental Orders Management
          • How to create Rental Orders
          • Manage the process of delivery and swap of rental products
        • Rental Reports
          • Rental Report Overview
    • Services
      • Project
        • Overview and configuration of the Project application in Viindoo
        • Guideline to basic features of Viindoo Project
        • Guideline to timesheet in the project
        • Setting advanced features of Viindoo Project
        • Manage personal/private tasks in Viindoo
        • Manage your project progress in Viindoo
        • Record project revenue (Integrated with Sales, Accounting)
        • Record project cost (Integrated with Expenses, Timesheets, Accounting)
        • Project support requests handling tools (Integrated with Helpdesk)
        • Project management with Scrum framework
          • Project planning with Scrum framework
          • Project implementation with Scrum
          • Project reviews & retrospectives
          • Reporting on Project efficiency
      • Timesheets
        • What to know to start with Viindoo Timesheet
        • How to create Timesheets from other apps
        • Guideline to analyze employees’ effective hours
      • Helpdesk
        • Overview of Helpdesk in Viindoo
        • Initial Configuration of the Helpdesk app
        • Guidance for Ticket management
        • Steps to integrate other applications with Helpdesk
      • Stringee
        • Overview of Stringee VoIP in Viindoo
        • Stringee integration configuration in Viindoo
        • Stringee operation in Viindoo
      • Appointment
        • Overview of the Appointments App in Viindoo
        • Get started with Appointments management
        • Appointment scheduling in customer service
        • Receive and manage appointments
        • Appointment Analysis Report
      • Maintenance
        • Activation and Access rights
        • Configuration of Maintenance Teams, Equipment Categories and Maintenance Stages
        • Manage Equipments
        • Auto-create equipment when receiving products
        • How to plan for maintenance and manage maintenance requests
        • Maintenance Reporting
      • Repairs
        • How to install and set up Repairs app
        • Repair orders Management
          • Create repair order
          • Repairing at an internal location
          • Repairing at customer’s location
          • Create Repair orders from Warranty claim
          • Create Repair orders from Maintenance request
        • Reporting
      • Warranty
        • Overview of Viindoo Warranty app
        • Set up and manage the warranty information of the products
        • Warranty management
        • Warranty reports
    • Websites
      • Website
        • Get started with Website Builder in Viindoo: overview and configuration
        • Build a website from an existing theme with Viindoo
        • How to create and design a new webpage on your Website
        • Publish
          • How to use your own domain name
          • How to point Viindoo system IP to your own domain name
          • How to setup a multi-language website
          • How to manage multiple websites
        • Optimize
          • How to do Search Engine Optimization (SEO) in Viindoo
          • How to connect your website with Google Analytics
          • How to track your website’s traffic with Plausible
          • How to track your clicks and visitors with Link Trackers
          • How to integrate with free image library at Unsplash
          • How to Auto Translate Website Content
      • Live Chat
        • Introduction to Live Chat in Viindoo
        • Live Chat ratings
        • Efficiently support your customer with Chatbots
        • Efficiently support your customer with commands and canned responses
      • Blogs
        • Installation and general settings of Blogs module
        • Create and publish blog posts
      • Forum
        • Overview of the Forum app in Viindoo
        • Set up the basic forum features
        • Create and manage Forum
        • Using Forum on your website
      • E-learning
        • Get started with eLearning in Viindoo: overview and configuration
        • How to manage your e-Learning courses
        • Assessments and Certifications in Elearning
        • E-learning community
      • Event
        • Get started with Events in Viindoo: Overview and Configuration
        • How to organize your events professionally
        • Event sponsors management
        • Create an online meeting room in the event
        • How to sell event tickets
        • How to sell booths in the event
        • How to track your event attendees
        • How to track and manage your talks
        • Use quizzes in the talk
        • Extended features
          • Create new leads/opportunities through event
          • Organize eLearning courses using event
        • Event report in Viindoo
    • Marketing
      • Social Marketing
        • Getting started with Social Marketing in Viindoo: overview and configuration
        • Integration Social Marketing with social media pages
        • Create articles on social media
        • Manage post on social media
        • How to create a lead from a social media conversation
      • Email Marketing
        • Get started with Email Marketing in Viindoo: overview and configuration
        • How to manage your mailing lists
        • How to run a successful Email Marketing campaign with Viindoo
        • Manage your blacklist and unsubcriptions
      • Surveys
        • Getting started with Survey
        • How to create and manage online surveys
        • Create questions in a Survey
        • Set time limit and Create live survey sessions
        • How to use Question bank
      • Affiliate
        • Getting Started with Affiliate
          • Introduction to Viindoo Affiliate
        • Affiliate programs management
          • Setting up Revenue-based Affiliate program
          • Setting up Referral Commission Programs
          • Setting up Multi-level Affiliate programs
          • Manage affiliate network
          • Affilate reports
        • Activities of Affiliate Partners on the website
          • How to sign up as an affiliate
          • How to create and share affiliate links
          • Affiliate manage the commissions
          • Manage sales commissions on subsequent order
          • Performance analysis
    • Supply chain
      • Inventory
        • Overview & Configuration
          • How to install Inventory and give users access to it
          • How to use the Inventory overview to see what to do
        • Warehouse Management
          • Product Management in Inventory App
            • How to use different units of measure on a product
            • How to sell in packs and put goods in packages
            • How to set up replenishment rules: minimum stock and make to order
            • How to replenish stock with automatic or manual reordering rules
          • Warehouses
            • How to tell warehouses from locations and organize your storage
            • How to create a warehouse and its locations
            • How to resupply a warehouse from another warehouse
          • Incoming Shipments
            • How to choose the receipt flow of a warehouse
            • How to receive goods in one step
            • How to receive goods in two steps (receive, then store)
            • How to receive goods in three steps (receive, check quality, then store)
          • Delivery Orders
            • How to choose the delivery flow of a warehouse
            • How to deliver goods in one step
            • How to deliver goods in two steps (pick, then deliver)
            • How to deliver goods in three steps (pick, pack, then deliver)
            • How to deliver from vendor to customer with Dropship
          • Miscellaneous Operations
            • How to process an inventory adjustment
            • How to manage consignment products
            • How to use batch transfers and wave transfers
            • How to record stock operations on a past date
            • How to return goods
          • Planning
            • How to plan receipts, deliveries and production with lead times
          • Lots and Serial Numbers
            • How to choose between lots and serial numbers
            • How to track products by serial number
            • How to track products by lot number
            • How to manage product expiration dates
          • Inventory Valuation Methods
            • How to set up inventory valuation in Viindoo
            • How to add landed costs to your stock value
            • How to value returned goods at average cost
        • Shipping
          • How to configure delivery methods
          • How to invoice shipping cost to customers
        • Advanced Routes
          • How to use routes and pull or push rules to supply a location
          • How to move goods between warehouses with an internal transfer
          • How to organize cross-docking in a warehouse
          • How to configure putaway rules in a warehouse
          • How to limit what a location holds with storage categories
          • How to choose which goods leave first with removal strategies
        • Barcode
          • How to receive, deliver and count stock with barcodes
        • Inventory Reports
          • How to read the real-time stock reports
          • How to print the Vietnamese legal stock reports
          • How to print the Vietnamese warehouse vouchers
          • How to read the product forecast report
          • How old is my stock?
      • Foreign Trade
        • Getting Started with Foreign Trade
        • Configuration taxes on import/export
        • Import Process in Viindoo
        • Exports Process in Viindoo
        • Import-Export Tax Reports
      • Manufacturing
        • Manufacturing App Overview
          • Introduction to Manufacturing in Viindoo
        • Product Management in Manufacturing App
          • How to create bills of materials
          • Application of BoMs in Viindoo Sales
          • How to manage BoMs for product variants
          • Manage Semi-Finished Product in Manufacturing process
          • Finished Goods Packaging in Manufacturing
        • Manufacturing Process Management
          • Manage Manufacturing process in Viindoo
          • Manage Loss components in Manufacturing
          • Manage By-products in Manufacturing
          • Create and use Alternative Work Centers
          • Introduction to Subcontracting in Viindoo
          • Manage subcontracts in the manufacturing process
          • Approving Subcontracting request
          • The Subcontracting Settlements and Reports
          • Steps to configure unbuild orders in Viindoo
          • Steps to configure scrap orders in Viindoo
        • Manufacturing Plan
          • How to use the master production schedule in Viindoo
          • Make-to-Order (MTO) production planning
          • Make-to-Order (MTO) production planning - Advanced
          • Manufacturing plans with Make to Stocks (MTS) rules in Viindoo
          • Apply Make to Stock for Production on Order in Viindoo
        • Manufacturing Reports
          • How to understand manufacturing reports
          • Manufacturing report in Gantt
      • Purchase Management
        • Purchase App Overview
          • How to install the Purchase app and set up access rights
          • How to find your way around the Purchase app
        • Product Management in Purchase App
          • How to reorder products automatically with reordering rules
          • How to buy a product in a different unit of measure
          • How to set vendor prices for a product
        • Purchase Process Management
          • How to approve a procurement request
          • How to create a purchase order
          • How to buy from a vendor with a blanket order
          • How to compare vendor offers (call for tenders)
          • How to control when vendor bills are created
          • How to create vendor bills for many orders
        • Payment for Purchase Orders
          • How to pay a vendor in advance for a purchase order
        • Purchase Reports
          • How to analyse your purchases with graphs and pivot tables
      • Product Lifecycle
        • Product Lifecycle Management App Overview
          • Introduction to Product Lifecycle in Viindoo
          • Initial Configuration for Product Lifecycle
        • Engineering Change Orders
          • Apply Engineering change order on BOM
        • ECO Report
          • Understand ECO reports
      • Quality Management
        • Getting started with Viindoo Quality
        • Create Control point and Quality Check
        • Create Quality Alerts
        • How to integrate Quality Control with Manufacturing orders
        • How to Integrate Quality Control with Transfers
      • Freight Forwarding Management
        • Overview
          • Freight Forwarding Overview
        • Dashboard and Reports
          • Read the freight dashboard
        • Transport Modes
          • Sea Freight
            • FCL Export
            • FCL Import
            • LCL Export (Consolidation)
            • LCL Import (Deconsolidation)
          • Air Freight
            • Air Freight Export (Direct)
            • Air Freight Import (Direct)
          • Air Consolidation (LCAF)
            • LCL Air Freight Consolidation (LCAF)
          • Road Freight
            • Road Freight Export
            • Road Freight Import
        • Shipment Operations
          • Booking
            • Carrier Booking (Sea)
          • Container Execution Milestones
            • Container Execution Milestones
          • VGM (Verified Gross Mass)
            • VGM Entry (Verified Gross Mass)
          • Rollover / Not Loaded (Container Exception)
            • Rollover and Not Loaded (Container Exception)
        • Documents
          • Document Management
            • Issue an HBL or send an Arrival Notice
          • Document Requests
            • Request documents and prepare the SI and draft B/L
          • AI Document Parsing
            • Fill a booking or shipment from a document with AI
            • Set up AI providers and freight document templates
        • Commercial & Finance
          • Rate Management
            • Rate Card Management
          • Freight Quotation
            • Freight Quotation
          • Charges & Shipment Profitability
            • Charges and Profitability
          • On-Behalf Payments
            • On-Behalf Payments
          • Subcontract Booking
            • Subcontract Booking
        • Projects & Customers
          • Freight Project & Tasks
            • Run shipment tasks in a project
          • Customer Tracking Portal
            • Let customers track shipments on the portal
        • Industry Glossary
    • Finance
      • Accounting and Invoicing
        • Accounting App Overview
          • Main concepts of Accounting and Invoicing in Viindoo
          • How to configure Viindoo Accounting and Invoicing before using
          • Chart of Accounts
          • Create an accounting journal entry
          • Import opening balance
            • Steps to import opening balance
            • Steps to import opening balance for Asset
        • Account Receivables
          • How to follow customer invoicing, payment and reconciliation
          • Customer Invoices
            • Initial Configurations for Customer Invoices
              • How to configure the cash rounding method
              • How to set up payment terms
              • How to process a cash discount
            • How to create a customer invoice
            • How to issue a credit note for a customer invoice
            • How to apply cut-off in Viindoo Accounting
          • Customer Payments
            • How to record customer payments
            • Set up Payment Service Providers in Viindoo
            • Online payment activation and usage
            • How to make a payment with Momo
            • How to make a payment with NganLuong
            • How to make a payment with Paypal
            • How to make a payment with VNPay
            • How to make a payment with Zalopay
            • How to make a payment with EMV QR Code
        • Account Payables
          • Process of vendor invoicing, payment and reconciliation
          • Vendor Bills
            • Vendor Bills Management
            • How to create Purchase Receipts
            • How to refund in Viindoo Accounting
            • How to apply cut-off in Viindoo Accounting
          • Vendor Payments
            • Pay various distinctive bills at the same time
        • Taxation
          • Taxes and tax rules configuration
          • Default Taxes
          • Steps to setup Fiscal Position (Taxes and Accounts)
          • Manage Retention Taxes
          • Manage taxes in a cash basis taxpayer
          • Tax reports using tax grids
          • Manage the price including or excluding taxes
          • Performing Tax Operations in Viindoo
        • Bank & Cash
          • Initial Configurations for Bank & Cash
            • Configure Bank Accounts
          • Bank Transactions
            • Transfer between internal bank accounts
            • Transfer between Bank account and Cash on hand
            • Time deposit transactions
            • How to print the payment receipts 01-TT, 02-TT
          • Bank Reconciliation & Cash fund
            • Manage Bank Statements
            • Steps in the bank reconciliation process
            • Reconciliation models in Viindoo Accounting
            • Cash on hand management
            • Foreign currencies management
        • Loan Management
          • Loan Management Overview
          • Borrowing Management
          • Lending Management
          • Loan Management Reports
        • Multi-currencies
          • How to configure a multi-currencies system
          • Manage invoices and make a payment in a multi-currencies system
          • Automatically recording the exchange rate difference
        • Assets
          • Configure charts of accounts and depreciation method for Assets Category
          • How to manually create an Asset
          • How to buy and stock assets
          • Depreciation of Fixed Assets
          • How to dispose of an Asset
          • Asset liquidation
          • Asset Revaluation
        • Payroll accounting
          • Initial Configurations for Payroll Accounting
            • Accounting configuration for salary rules
          • Payment & Reconciliation
            • Salary and the deductions payments
            • Salary reconciliation
        • Accounting for Inventory
          • Accounting for landed cost
          • Accounting for Stock Valuation
          • Accounting for Inventory Adjustment
          • Accounting for Inventory Scrap
          • Configure inventory accounting for multi-companies
          • Adjust Product Cost After Receiving Inventory
        • Accounting for Manufacturing
          • Production costs configuration
          • Accounting for direct materials cost
          • Standard production costs for work centers
          • Accounting for general production costs
          • Cost accumulation and product cost report
          • Accounting for Subcontracting Goods Valuation
        • General Accounting
          • How to offset debts of a partner who is also your vendor
          • How to allocate unearned revenue over several periods
        • Accounting Reports
          • Fiscal Year Closing
            • Define your Fiscal Years
            • Balance carrying forward
            • How to close a fiscal year by locking dates
          • Financial Statements
            • Accounting reports available in Viindoo
            • Reports according to Vietnam Accounting Standard
            • Sales and purchase invoice lists for Vietnamese companies
            • How to exclude journal items from Financial Reports
            • How to analyze accounting data with the Pivot and Graph reports
        • Fiscal Localizations
          • Fiscal Localization Packages
          • List of supported countries
          • Issue e-invoice by integrating Viindoo with Viettel’s S-Invoice service
          • Issue e-invoice by integrating Viindoo with VN-Invoice service
          • E-invoicing in Viindoo Accounting
          • Issue e-invoice by integrating Viindoo with Misa’s MeInvoice
      • Analytic
        • Analytic account in Viindoo
        • Creating Default Analytic Account
        • Track employee costs in project management
        • Expenses and revenue management in Viindoo Accounting
        • Budget Management
        • Analytic Plans in Viindoo
        • Unlock Financial Insights: Analyze Revenue and Costs by Sales Orders
      • Employee Expenses
        • User interface overview Employee Expenses
        • Employee Expenses Process
        • Employee Expense Report
      • Employee Advance
        • Getting started with Employee Advance in Viindoo
        • Employee Advance Process
        • Employee advance reconcile
    • Human Resources
      • Recruitment
        • Recruitment App Overview
          • Getting started with Recruitment in Viindoo
        • Initial Configurations in Recruitment App
          • How to create a department
          • How to create and set up job positions
          • How to track where your applicants come from
        • Recruitment approval
          • How to create and approve a Recruitment request
        • Recruitment Process Management
          • How to publish a job on your website
          • How to add an application in Recruitment
          • How to message applicants and schedule interviews
          • How to move applications through the recruitment stages
        • Recruitment Reports
          • Recruitment Analysis Reports
      • Employee
        • Employee App Overview
          • How to install Employees and give users access to employee data
        • Initial Configurations in Employees App
          • How to create a department
          • How to create and set up job positions
          • How to set up working hours
          • How to link Employees and Users
          • How to set up employee document types
          • How to set up and launch activity plans
        • Employee Management
          • How to create a new employee
          • How to create employee documents
          • How to create a labour contract
          • How to manage staff seniority
          • How to transfer an employee
        • Register Departure
          • How to archive an employee who leaves the job
          • How to manage the contracts that are about to expire
      • HR Skills Framework
        • HR Skills Framework App Overview
          • Skills Framework overview
        • HR Skills Framework Management
          • Building a HR Skills Framework
          • HR Skills Framework Management
          • Applying HR Skills Framework in Recruitment
        • Reports
          • Employee Skills Report
      • Attendances
        • Attendances App Overview
          • Getting started with Attendances in Viindoo
        • Attendances Management Process
          • Biometric attendance device intergration
          • Biometric attendance device intergration using ICloud ADMS Protocol
          • Link Attendance device users with employees in Viindoo system
          • Installing time attendance machine integrated with the software
          • Manage attendance data
          • Check-in/check-out management based on the work schedule
        • Attendance Reports
          • Attendance Analysis Reports
      • Payroll
        • Getting started with Viindoo Payroll app
        • Initial Configurations for Payroll App
          • Salary Rules and Salary Rule Categories
          • Salary Structures and Salary Structure Type
          • Personal tax rules
          • Contribution Register and Contribution Register Categories
          • HR Advantage Templates
          • Salary Cycle
        • Payslips
          • Create Payslips
          • Create Payslips Batches
          • Inputs Salary
        • Payroll Contribution
          • Payroll Contribution Register: Insurances
          • Payroll Contribution Register: Labor Union
          • Payroll Contribution Register: Other cases
        • Payroll Reports
          • Payroll Analysis
          • Payroll Contribution History
          • Personal Income Tax Analysis
      • Time off
        • How to install Time Off and set up access rights
        • How to find your way around Time Off
        • How to create a time off type
        • How to configure an accrual plan
        • How to create a time off allocation
        • How to allocate annual leave
        • How to request time off
        • How to adjust a time off request
        • How to track time off with reports
      • Overtime
        • Overview and Configuration of Viindoo Overtime
        • Make Overtime Approval Requests
        • Make Overtime Plans
        • Overtime to Compensatory Time Off Workflow
        • Calculating overtime salary
        • Overtime Reports
      • Work entries
        • Work Entries overview
        • Work Entries Management
          • Create and manage work entries
          • Resolve work entry conflict
        • Work Entries Usage
          • The use of work entries in payslips generation
    • Viindoo Customizer
      • Introduce about fields, widgets and views
      • Customize the existing interface
      • Create a new apps and models
      • The access rights in Viindoo customizer
      • Automated actions (automations)
      • Customize the PDF reports
    • Internet of Things
      • Set up and manage IoT boxes
        • How to get started with the Internet of Things app
        • What you need before you set up an IoT box
        • How to download, check and write the IoT box image
        • How to start the IoT box and connect it to your network
        • How to connect an IoT box to Viindoo
        • How to connect and test devices on an IoT box
        • How to monitor and maintain IoT boxes
        • How to troubleshoot an IoT box
      • Use IoT devices in Viindoo apps
        • How to use IoT devices in Point of Sale
        • How to print kitchen and bar orders through an IoT box
        • How to use IoT devices in Manufacturing
        • How to use IoT devices on the Shop Floor
        • How to read quality measurements from an IoT instrument
        • How to read Shop Floor quality steps from an IoT instrument
  • Database Management
    • Viindoo Portal
      • Business Nature on Viindoo Portal
    • SaaS Subscription
      • Switch Subscription plan
      • Change number of users
      • Payment and Invocie
      • Manage invoice information
      • Cancel Subscription plan
    • Viindoo Instance
      • Backup system data
      • Version Upgrade
        • Test and accept a Viindoo version upgrade (UAT)
  • Technical Documentation
    • Initial Configurations for Odoo development environment
      • Odoo development environment configurations
    • Odoo developement - Getting started
      • Buidling a Odoo Module
      • Odoo ORM Basic
      • Odoo ORM Advanced
    • Odoo Development
      • Odoo development environment settings
      • Managing Odoo Server Instances
      • Creating Odoo Add-On Modules
      • Application Models
      • Basic Server-Side Development
      • Managing Module Data
      • Debugging Modules
      • Advanced Server-Side Development Techniques
      • Backend Views
      • Security Access
      • Internationalization
      • Automation, Workflows, Emails, and Printing
      • Web Server Development
      • CMS Website Development
      • Web Client Development
      • The Odoo Web Library (OWL)
      • Automated Test Cases
      • Remote Procedure Calls in Odoo
      • Performance Optimization
      • Develop Point of Sale App
      • Managing Emails in Odoo
      • Managing the IoT Box
      • Integrate with third-party resources (API)
    • How to sell your apps on Viindoo Marketplace
  • Legal
  • Contributing
    • Write Documentation
      • Content Guidelines
      • RST cheat sheet
      • Hướng dẫn viết tài liệu trên local
Version:
  • 19.0 Latest
  • 17.0
  • 16.0
  • 15.0
  • 14.0
  • Tiếng Việt
Trial
Viindoo docs
  • Home
  • Viindoo Marketplace
  • Pricing
  • Helpdesk
  • Version:
    • 19.0 Latest
    • 17.0
    • 16.0
    • 15.0
    • 14.0
    • Tiếng Việt
Trial

Navigation

  • index
  • next |
  • previous |
  • Viindoo 18.0 documentation »
  • User Documentation »
  • Finance »
  • Accounting and Invoicing »
  • Account Receivables »
  • Customer Invoices
  2. User Documentation
  3. Finance
  4. Accounting and Invoicing
  5. Account Receivables
Edit on GitHub
You are viewing the documentation for version 18.0. See this page in the latest version (19.0) →

Customer Invoices¶

  • Initial Configurations for Customer Invoices
    • How to configure the cash rounding method
    • How to set up payment terms
    • How to process a cash discount
  • How to create a customer invoice
  • How to issue a credit note for a customer invoice
  • How to apply cut-off in Viindoo Accounting

Navigation

  • index
  • next |
  • previous |
  • Viindoo 18.0 documentation »
  • User Documentation »
  • Finance »
  • Accounting and Invoicing »
  • Account Receivables »
  • Customer Invoices