INTEGRATE WITH ODOO

✅ What is Odoo and How Does It Help?

Odoo is a full-featured accounting and ERP system. The in2 integration is one-way, meaning everything created on in2 — including invoices, payments, credit notes, and refunds — is automatically synced and logged in Odoo.

If you're using Odoo with ZATCA in Saudi Arabia, this setup ensures your financial documents are barcode-compliant, properly categorized, and ZATCA-ready — minimizing errors and helping you stay compliant.

What Syncs from in2 → Odoo?

Invoice Creation

On in2:

• A membership, POS item, reservation, or class is purchased — either:
  
  
  • ✅ Fully Paid
    
    
  • 🟡 Partially Paid
    
    
  • 🔴 On Account
    
    
• An invoice and receipt are created on in2
  
  

In Odoo:

• An invoice is created automatically with:
  
  
  • Invoice Number (same as in2, e.g., INV-000..)
    
    
  • Client Name
    
    
  • Journal: Manually mapped (e.g., "Customer Invoice")
    
    
  • Narration: Matches in2’s description
    
    
  • Invoice Date
    
    
  • Currency: Auto-mapped by name (e.g., SAR → SAR)
    
    
  • Branch: Manually mapped (e.g., Karve Jeddah → Karve Jeddah)
    
    
  • Invoice Line Items include:
    
    
    • Name from in2
      
      
    • Membership Start/End Dates (if available)
      
      
    • Type:
      
      
      • Consumable for POS
        
        
      • Service for class/reservation/package
        
        
    • Category:
      
      
      • Stock → POS items
        
        
      • Reservation → Field/Court
        
        
      • Class Booking → Classes
        
        
      • Membership → Packages
        
        
    • Quantity, Unit Price, Untaxed Amount, Discount %
      
      
    • Account: Based on product type
      
      
    • Tax: Auto-mapped by rate (e.g., 15% → 15% in Odoo)
      
      
  • Payment Status:
    
    
    • ✅ In Payment
      
      
    • 🟡 Partial
      
      
    • 🔴 Not Paid
      
      

Client Payment

On in2:

• A client payment is processed (standalone or tied to invoice)
  
  

 In Odoo:

• A payment is created with:
  
  
  • Name: Sequence auto-generated by Odoo
    
    
  • Client Name
    
    
  • Amount
    
    
  • Payment Method: Manually mapped
    
    
    • Example Mapping:
      
      
      • SAR Cash → Manual / Cash Journal
        
        
      • Credit Card → Stripe / Bank Journal
        
        
  • Journal Entry: Matches method journal
    
    
  • Payment Type: Inbound
    
    
  • Memo: Payment number from in2 (RCT-000..) + optional description
    
    

Credit Note

On in2:

• A credit note is issued for a past invoice
  
  

In Odoo:

• Credit Note created with:
  
  
  • Name: Same as in2 (CR-000..)
    
    
  • Client, Journal, Narration, Invoice Date
    
    
  • Currency & Branch: Mapped like regular invoice
    
    
  • Invoice Line:
    
    
    • Standard Credit Note Product for all refunds
      
      
    • Quantity = 1
      
      
    • Price & Amount = Credit note total
      
      
    • Type: Service
      
      
    • Category: All
      
      
    • Tax & Account mappings apply
      
      
  • Payment Status:
    
    
    • ✅ In Payment
      
      
    • 🟡 Partial
      
      
    • 🔴 Not Paid
      
      

Client Refund

On in2:

• A refund is processed (linked to receipt or not)
  
  

 In Odoo:

• A payment is logged with:
  
  
  • Auto-generated name
    
    
  • Client, Amount, Memo (PMT-000..)
    
    
  • Payment Method Mapping (same as client payments)
    
    
  • Journal Entry
    
    
  • Payment Type: Outbound
    
    
  • 🔄 If refund is tied to a receipt, it’s reconciled automatically in Odoo
    
    

Client Name Update

• When a transaction is synced for a client whose name has changed, the updated name appears in Odoo too.
  
  

Stock Item Name Update

• When a stock item name is changed in in2 POS settings, synced invoices reflect the updated product name in Odoo.
  
  

 View Synced Transactions in in2

Want to check what’s been synced?
Go to:
Reports → Financial or Sales →
Click Edit Columns → Enable Synced

Odoo Setup Requirements

These configurations must be handled in your Odoo environment:

 Journals

• All invoices go to the journal: Customer Invoices
  
  

Branches

• Example: Karve Jeddah must exist under your company (e.g., شركة ميل ألف الرياضية)
  
  

Product Categories & Accounting

• Stock → POS Products
  
  
• Reservation → Fields
  
  
• Class Booking → Classes
  
  
• Membership → Packages
  
  

Accounting Mapping for All Categories:

• Income Account: 5101001 Cost of Revenue
  
  
• Expense Account: 4101002 Cost of Goods Sold
  
  
• Invoice Line Account: 5101001 Cost of Revenue
  
  

Credit Note Product

• A standard credit note product must exist in Odoo to reflect refunds
  
  

Payment Method Mapping

• If you'd like the same payment method names in both systems, we can submit a request for dev mapping support.
  
  

Let us know when you're ready to configure — or if you need us to walk you through the process step by step.