| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Lines of code | 562 |
| Technical Name |
eg_contract_recurring_invoice_analytic |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Lines of code | 562 |
| Technical Name |
eg_contract_recurring_invoice_analytic |
| License | OPL-1 |
| Website | http://www.inkerp.com |
| Versions | 15.0 16.0 17.0 18.0 |
Contract Recurring in Invoice
This Odoo module helps users manage contracts and subscriptions for products sold by their company. It enables recurring invoicing based on configured periods within sales subscription contracts. Users can create subscription products from the product view and set up contracts for these items, facilitating the generation of recurring invoices linked to Project/Analytic Accounts in Odoo. The module also includes features for printing project contract reports, enhancing the sales subscription process.
Highlight Contract Recurring in Invoice
Automatically generate recurring invoices based on subscription terms
Quickly configure subscription products with recurring periods
Link contracts to Analytic Accounts for streamlined tracking and management
Schedule actions for automatic invoicing upon contract renewal
Features
Screenshots
Support
Service
Features
Recurring Invoicing:
Automated generation of invoices for subscription products on a set schedule.
Product Subscription Setup:
Designate products as "Contract/Warranty Products" with defined recurring periods.
Contract and Analytic Account Link:
Generate and manage invoices through linked Analytic Accounts.
Automated Invoice Generation:
Scheduled actions can be set to process invoices automatically as contracts renew.
Detailed Reports:
Generate reports for contract and sales orders to track the subscription process.
Screenshot
1) Products view:
Here user can see that while creating the products there is the Boolean for the "Is Contract /Warranty Product" if your product is contract type then user have to set the configuration of "Recurring Period" you have to specify the period of the contract.
Navigation : Sales → Products → Products
2) Quotation Templates view:
Here, in the quotation templates for the sale order user has to create the template for the product with recurring period mentioned.
Navigation : Sales → Configuration → Quotation Templates
3) Quotations view:
When ant user creates the new quotation they can see the Quotation Template, from where the user can select the template.
4) Sale Orders form view:
User can see the Account Analytic in the sale order quotation.
Navigation : Sales → Orders → Orders
5) Generate Invoice In Analytic Account:
Here user can see the "Contract Line" in analytic account. and user can generate invoice/renew the contract invoice with "GENERATE INVOICE/RENEW".
Navigation : Sales → Orders → Orders → Account Analytic → Contract Lines
6) Sale Order Lines view from Quotation:
Within the "Sale Order Lines" user can see the other product that the user has selected in quotation(Normal product without contract).
Navigation : Sales → Orders → Orders → Account Analytic → Sale Order Lines
7) Invoicing view:
Here users will create the Invoices for the Contract product manual.
8) Scheduled Actions:
Users can create the Scheduled actions to process the automatic generate invoices when the contract will get over.
Navigation : Settings → Technical → Scheduled Actions
9) Sale Order view:
User can also run the Process automatically and can have the invoice.
10) Contract Report view:
11) Sale Order Report:
User Guide
Suggested Products
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