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
      • Record operations on a past date
      • 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
      • 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
          • How to confirm a sales order on a past date
          • 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 apply an inventory count on a past date
            • How to manage consignment products
            • How to use batch transfers and wave transfers
            • How to record transfers and scraps 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 read the product forecast report
      • 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
          • How to record manufacturing on a past date
          • 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 confirm a purchase order on a past date
          • 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
          • 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 date of back-dated stock operations
          • 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
            • 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
          • Departments
          • 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
          • Getting Started with Employee
        • Initial Configurations in Employees App
          • Departments
          • Job positions
          • Working hours
          • How to link Employees and Users
          • Employee document type
          • Activity planning
        • Employee Management
          • Create new employee
          • Create employee documents
          • Create labour contract
          • Staff seniority management
          • Employee Transfers in Viindoo
        • Register Departure
          • Archive employee
          • Contract Expiry
      • HR Skills Framework
        • HR Skills Framework App Overview
          • Getting Started with HR Skills Framework
        • 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
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  • Initial Configurations for Customer Invoices
  2. User Documentation
  3. Finance
  4. Accounting and Invoicing
  5. Account Receivables
  6. Customer Invoices
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Initial Configurations for Customer Invoices¶

  • How to configure the cash rounding method
  • How to set up payment terms
  • How to process a cash discount

Navigation

  • index
  • next |
  • previous |
  • Viindoo 19.0 documentation »
  • User Documentation »
  • Finance »
  • Accounting and Invoicing »
  • Account Receivables »
  • Customer Invoices »
  • Initial Configurations for Customer Invoices