| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 1243 |
| Technical Name |
sh_invoice_recurring_portal |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 17.0 16.0 13.0 12.0 14.0 15.0 18.0 |
Invoice Recurring Portal
This module helps to view recurring orders at the portal. portal users can see their customers recurring orders and portal customers can see their own recurring orders from the portal. portal user and customer both can discuss also easily using chatter in the portal. we have also given an optional feature to sign and accept recurring orders from the portal customer. so the portal customer can accept and sign recurring order and recurring order state auto change to running state.
Hot Features
- Easy to make recurring orders.
- The invoice user can make recurring orders manually.
- Customers can approve their recurring orders by signature.
- Easy to set an Interval date for automatically make invoices after the interval is over.
- Easy to set recurring due time in day/week/month/year. After due time over that recurring order, you can set the stage in renew or expire.
- Easy to know the ending date of recurring after set recurring due time in day/week/month/year.
- Easy to set schedule time to execute them all recurring orders scheduled.
- Easy to count all invoices/bills of each and every recurring order by smart button into recurring orders.
- Easy to filter recurring order with all, end last month, end last week, end last year, end this month, end this quarter, end today, end this week, end this year, start last month,start last week, start last year, start this month, start this quarter, start today, start this week, start this year.
- Easy to group by the list of recurring orders using partner and status.
- This module saves your important time.
The invoice user must have anyone access rights from below 2 rights. The invoice user must have access as an internal user.
The customer must have portal access rights to see recurring orders at the portal.
Invoice Recurring Portal With Customer Signature Workflow
If you check "Invoice Recurring Online Signature" then customers can approve their recurring orders by signature.
Go to the "Action" and press "Grant Portal Access" to approve orders by customers.
Tick the "In Portal" checkbox and apply.
Login with the customer (my account) portal.
Recurring orders tree view at the portal.
You can filter recurring orders by the provided custom filter list.
You can group by recurring orders by the provided custom group by list.
New recurring order displays in the customer portal.
Customer and invoice user can communicate using chatter at the portal.
Customer approves recurring order after pressing "Accept & Sign".
The customer has to enter the name and sign for approval recurring order.
Now recurring order comes in the running stage.
The customer recurring order approval view at the backend.
You can count all invoices/bills of recurring order by smart buttons.
Invoice Recurring Portal Without Customer Signature Workflow
The invoice user makes a new recurring order.
The invoice user has to manually click "Running" Stage and then Create Order Manually if want to create a invoice against recurring order.
The invoice user can count all invoices/bills of recurring orders by smart button.
The invoice user can see all recurring orders at the portal.
Recurring orders tree view.
The invoice user can see invoices/bills from the recurring orders.
Customer and invoice user can communicate using chatter at the portal.
Invoice Recurring Order Tree view.
Invoice Recurring Order Form View.
Invoice lines created from recurring order looks like below.
Recurring order and order date field in invoice.
Invoice Recurring Order Cron.
If you check "Invoice Recurring Online Signature" then customers can approve their recurring orders by signature.
Invoice recurring order with the signature and the "Other Info" tab.
After approving the recurring order our stage is running and you can see invoices/bills from the smart button.
You can communicate using the chatter.
Version 12.0.1 | Released on : 18 January 2021
- Initial Release.
- Yes, this app works perfectly with Odoo Enterprise as well as Community.
- Please Contact Us at sales@softhealer.comto request customization.
- Yes, we provide free upgrades as well as free support for 90 days.
You May Also Like!
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.
Please log in to comment on this module